We are excited to announce the promotions of six Chartwell team members. These individuals are tremendous assets to our clients and will continue to be an integral part of the development of our firm in 2023.

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Chartwell offers expert commentary on a broad spectrum of financial advisory topics facing today’s privately-held middle market, with particular expertise on issues related to ownership advisory, mergers & acquisitions, transaction opinions, valuation, and ESOPs. Our professionals can speak to business trends, opportunities, and challenges within a wide range of industries.


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