Chartwell is pleased to announce its acquisition of Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services. Atlantic has specialized expertise in ESOPs, M&A, and business succession planning.

events

The ESOP Association – California/Nevada Annual Conference

September 24, 2025 — September 26, 2025

Sacramento, CA

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Chartwell is a proud sponsor of this event!

Olivia Kowalski will present “A Proactive Approach to ESOP Valuation & Repurchase Obligation” and Nick Braun will answer “Top Questions Board Members & Management Should Be Asking About Their ESOP” at this conference for members of the California/Nevada Chapter of The ESOP Association. Matt Clark and Adam Hijazi will also attend.


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