Charles Cho, CFA, CAIA

M&A | Strategy | Corporate Development | Business Development

New York City Metropolitan Area

About

Experienced Corporate Strategy / Corporate Development / Business Development / Strategic Alliances professional with a demonstrated history of success commercializing Artificial Intelligence (AI) / Machine Learning (ML), Cloud, and eCommerce based solutions in the healthcare, financial services, legal, tax and accounting, and media industries. Skilled in Finance, Strategy, Valuation, Mergers & Acquisitions, Alternative Assets, Investments, and Accounting. Strong finance and strategy professional with a MBA focused in Finance - Dual Concentration (Corporate & Investment) from Duke University - The Fuqua School of Business and a ScB in Applied Mathematics-Economics from Brown University.

Experience

  • Strategy and M&A Consultant at Cho Management Consulting, LLC
    Sep 2022 - Present · 3 yrs 11 mos

  • Strategy and M&A Consultant at HCEsquared
    Sep 2022 - Jul 2025 · 2 yrs 11 mos

    Completed Partnerships & Transactions • Divestiture of HCESquared to Knox Lane (March 2025) • Acquisition of Masters of Aesthetics by DermSquared (Aug 2024) • Acquisition of Dermatology Online Journal by DermSquared (July 2024) • Strategic partnership between DermSquared and myDermRecruiter (Dec 2023)

  • Senior Director Business Development at Everyday Health Group
    Aug 2021 - Jun 2022 · 11 mos

    • Accelerate and manage pipeline of M&A and Strategic Partnership opportunities for the following business units: - MedPage Today (professional news media) - Health eCareers (healthcare job board) - PRIME Medical Education (online CME) Completed Partnerships & Transactions • Acquisition of Arthur L. Davis Publishing, Inc. for an undisclosed amount (September 2021)

  • Director, Strategy & Business Development at Wolters Kluwer Health
    May 2020 - Jul 2021 · 1 yr 3 mos

    • Accelerate and manage pipeline of M&A and Strategic Partnership opportunities Completed Partnerships & Transactions • Partner with Tabula Rasa Healthcare's DoseMeRx division to provide a precision dosing solution to Wolters Kluwer Health Sentri7 Clinical Surveillance customers (December 2020)

  • Director, Strategy & Business Development (Corporate Strategy) at Thomson Reuters
    May 2017 - Sep 2019 · 2 yrs 5 mos

    • Accelerate and manage pipeline of co-development and co-sell partnership opportunities (across Financial Services, Legal, Tax & Accounting, and Media industry verticals) with seven of our largest enterprise technology partners • Initiate, validate, formalize, build, and launch solutions involving Artificial Intelligence (AI) / Machine Learning (ML), Cloud, and E-commerce technologies. • Develop and maintain executive level relationships at F100 corporations. • Develop and implement joint go-to-market plans for each of our partners and business units • Draft and negotiate term sheets for joint go-to-market partnerships Completed Partnerships & Transactions • Partner with Microsoft to make financial and market data available to customers by integrating with Office 365 applications and services, including Excel, MSN Money, and Bing (October 2018) • Partner with Microsoft to launch Thomson Reuters QA Direct in the Cloud through Microsoft Azure (November 2018) • Partner with IBM to combine IBM OpenPages with Thomson Reuters Regulatory Intelligence to help banks address regulatory requirements through the powerful combination of AI and real-time regulatory reports (May 2019)