ASSOCIATE
Samuel P. Charlton
Mr. Charlton assists in supporting all aspects of Guardian’s investment activities, including due diligence and deal execution for new investment opportunities. Sam joined Guardian in 2026 and is also responsible for supporting financial analysis, evaluating potential investments, and supporting portfolio company operators post-acquisition.
Prior to Guardian, Sam was an Associate at SSG Capital Advisors, where he worked on special situations transactions including M&A, restructurings, recapitalizations, and private placements of debt and equity. Before SSG, Sam was an Associate at the valuation firm Management Planning, Inc., focused on financial modeling and valuation analysis.
Sam earned a BA in Finance from Lehigh University.
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