Charles Oppenheimer, Chairman & CEO — Amvest Financial Group, Inc.
Areas of Expertise: Finance & Investments
Mr. Oppenheimer is founder and currently Chairman, CEO and President of Amvest Financial Group, Inc. a boutique investment bank advising a wide variety of companies in mergers, acquisitions and corporate finance matters. Founded in 1976, the Kansas City, MO investment bank serves its clients throughout the United States, Canada, Mexico and Europe though its professionals and affiliates. He also serves as Director, Chairman and CEO of Amvest Capital Partners and other related affiliated companies.
Mr. Oppenheimer possesses over thirty years of corporate ownership and executive business management experience from middle market companies to Fortune 500 corporations in diverse fields including niche manufacturing, retail, distribution, financial services, business services, logistics, supply-chain management, publishing, printing and others.
Mr. Oppenheimer has been involved in hundreds of business acquisitions, mergers, divestitures, valuations, turnarounds, financing assignments and consolidations for himself, affiliated companies and Amvest clients with transaction values ranging from $2 million to over $900 million. These transactions include mergers and acquisitions and as a financial advisor in numerous assignments including financial restructurings, leveraged and management buyouts. Earlier in his professional career, he held the position of Executive Vice President for Great Northern Trust, a $2 billion prominent private investment firm where he played a significant role in all aspects of its investments and operations. He is the founder of three companies that became leaders in their field.
Mr. Oppenheimer was also previously President and Chief Executive Officer of Westar National, a portfolio management company where he held significant ownership interests in several of the companies including two diversified holding companies and managed the diverse holdings on behalf of the Shareholders and other diversified investment institutions.
Mr. Oppenheimer also serves as Co-Vice-Chairman of Skyview Capital and is a Director of Halkon Investments both private equity groups and serves on numerous corporate and advisory boards of privately held companies.
Due to Mr. Oppenheimer's extensive background in finance, management, operations, and acquisition negotiations, he is frequently asked to be a contributor to financial and trade publications or a speaker at industry events. He is also the author of numerous articles, newsletters and publications.
Mr. Oppenheimer has been awarded with the distinctive Executive of the Year award from the New York Financial Executives Association and has further been acknowledged with the prestigious "Who's Who in the Midwest.” And “Who’s Who in Finance”
Mr. Oppenheimer received his formal education from the Hartford Institute of Accounting, in Hartford Connecticut, and is a member of the Association for Corporate Growth, the Institute of Business Appraisers, Printing Industries of America and other industry/ trade organizations.