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.

Webinar

ESOP Repurchase Obligation 101: What It Is, When It Hits, and What It Costs

In this webinar, we’ll cover the basics of ESOP repurchase obligation, including how participants receive shares and when the company needs to pay distributions based on demographics, turnover patterns, distribution policy design (timing and method), and diversification behavior. We’ll provide a high-level framework for calculating per share value and discuss how recycling, redeeming, and releveraging decisions can affect share value and repurchase obligation.

Webinar air date: 2/26/26

Ashleigh Newlin

Ashleigh Newlin

“I enjoy working with companies to articulate their unique compensation philosophies and using my background in financial analysis and optimization to help companies get the most out of their executive incentive programs.”

Meet Ashleigh

Marissa Semple

Marissa Semple

“The level of cross-practice collaboration at Chartwell is very unique. The entire team shares the same vision and is passionate about helping companies achieve their goals. It’s exciting to deliver analysis that provides clients the framework to make important business decisions.”

Meet Marissa


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