Chartwell is pleased to announce its pending 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.

Event Category: TEA

Chartwell is a proud sponsor of this event!

Tim Lang will present “Navigating a New ESOP Transaction: Key Players, Processes, & Negotiation Considerations” at this educational and networking event for members of the Heart of America chapter of The ESOP Association. Ryan Graham, Michael Fischer, and Austin Piech will also attend.

Chartwell is a proud sponsor of this event!

Tina Langlois will present “ESOP 101” and “Plan Design & Funding Decisions Throughout the ESOP Lifecycle” at this event for members of the Pennsylvania/Delaware chapter of The ESOP Association. Michael McFadden will also attend.

Chartwell is a proud sponsor of this event!

Nick Braun will present “Overcoming Challenging Internal Issues” and Adam Hijazi will discuss “M&A Insights for ESOPs: Adapting to Economic & Regulatory Shifts” at this educational and networking for members of the Northwest chapter of The ESOP Association. Olivia Kowalski and Nick Aberle will also attend.

Chartwell is a proud sponsor of this event!

Join Matt Keene as he presents “Compensation Strategies for ESOPs” at this educational and networking event for members of the Southeast chapter of The ESOP Association. Chris Ham and Dan Uitti will also attend.

Chartwell is a proud sponsor of this event!

Ashleigh Newlin will present “ESOP Repurchase Obligation Basics” at this event for members of the New England chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Dan Kaczmarek will present “Current and Future Valuation Trends” at this educational and networking event for members of the Illinois chapter of The ESOP Association. Austin Piech will also attend.

Chartwell is a proud sponsor of this event!

Join Ryan Graham at this educational and networking event for members of the Wisconsin chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Tina Langlois will discuss “Mature ESOP Issues & Strategies” at this educational and networking event for members of the Ohio/Kentucky chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Ryan Graham will present “ESOP Releveraging in 2025: Considerations, Benefits, Alternatives, & Challenges” at this educational and networking event for members of the Iowa/Nebraska chapter of The ESOP Association. Matt Schubring will also attend.

Join team Chartwell at this meeting exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies. Don’t miss Tina Langlois lead a discussion about “Mature ESOPs & Fully Allocated Stock” or Matt Schubring present “Second Stage ESOP Transactions.”

Consulting Attendees: Ashleigh Newlin, Michael Fischer

Corporate Finance Attendees: Dan Kaczmarek, Matt Ewing, Matt Dennison, Will Rehnberg

Valuation Attendees: Matt Schubring, Chris Ham


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