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.

Brady Finney

Brady is a leader of the firm’s valuation and transaction opinions team. He specializes in the financial analysis of closely held companies and the industries with which they are allied. His analyses generate a multi-dimensional financial profile and provide an insight into the economic environment in which the companies operate. Brady has participated in a variety of valuation engagements including those conducted for ownership transition, stock options, corporate planning, and ESOPs.

Professional Involvement & Certification

Brady is an active member of The ESOP Association and the National Center for Employee Ownership (NCEO). He has been a featured speaker at national conferences held by these organizations on employee ownership and valuation issues. Brady also frequently speaks to employee and professional groups, boards of directors, and ESOP trustees.

Professional Experience

Prior to Chartwell, Brady was a Managing Director at Atlantic Management Company. He has held roles as Interim Controller for a $40 million publicly held manufacturing company, Director of Operations for the New Orleans Technology Council, and managed the budget and analysis process for a $10 billion retail office supply chain.

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