The most important thing to me in my work is that everything I do is necessary and done with the end goal in mind. It's easy to get caught up being busy without being productive.


Lance Burt


Lance supports company leadership and associates in managing M&A client engagement projects and venture capital activities. His duties include performing financial deal analysis using historical and projected financial information, executing financial and industry due diligence, and preparing valuation analysis and technical financial modeling.

Lance joined Charter as an intern in 2019 where he supported the team in M&A and valuation engagements. After his internship, he spent time as an analyst sourcing and evaluating deals for a Michigan based private equity firm. In 2021, he returned to Charter to support the team’s various practices.

Lance has buy and sell-side experience across a range of industries including business services, consumer retail, chemical manufacturing, and diversified industrials.


  • BBA in Finance and Business Economics, Grand Valley State University

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