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.

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Beyster Institute – Administering Your ESOP Course

January 13, 2026 — January 30, 2026

Virtual / La Jolla, CA

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So, your transaction has closed, and your ESOP is up and running. What will it take to assure that the program is operated correctly, effectively, and efficiently? Nick Braun will participate in this management education course for leadership teams at companies that have just implemented a new ESOP or those  who have just recently joined a company that has an existing ESOP.

Course topics:

  • ESOP Administration & Audit
  • Organizational Development & Accounting Requirements
  • Company Valuation Update, Credit Facilities & Cash Management
  • ESOP Communications
  • ESOP Governance & Legal Aspects
  • Repurchase Obligation & Sustainability


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