Director of Transaction Advisory
- (216) 800-9000
As Director of Transaction Advisory at Strategic Wealth Partners, Chris Wagner advises entrepreneurs through a variety of business advisory needs including developing capital formation strategies to grow the business, evaluating business practices and developing strategies to enhance business value and sellability, and preparing exit strategies which enable the entrepreneur to maximize value and obtain liquidity from the business for retirement. Chris has over 20 years of experience in investment banking, including Mergers & Acquisitions and Equity Capital Markets and has advised clients through Initial Public Offerings, Follow-On Equity Offerings, Mergers & Acquisitions, ESOPs, Private Placements of Debt and Equity, Fairness Opinions, and Valuations. He has also worked with clients across a broad spectrum of industries including advising clients in the industrial, business services, healthcare, and information technology industries.
Prior to joining Strategic Wealth Partners, Chris worked with a number of regional and international investment banking firms in their Merger & Acquisition and Equity Capital Markets groups. Over the course of his career, Chris has raised over $1 billion in capital and advised over 70 corporate clients through a variety of transactions.
Chris holds a BBA in Finance from Southern Methodist University and an MBA in Finance from The University of Texas at Austin. Chris enjoys spending time with his wife and three daughters boating on Lake Erie during the summer and skiing with the family in western New York during the winter.