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.

events

ESCA – Pacific Regional Policy Conference

October 6, 2025 — October 7, 2025

Marina del Rey, California

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Chartwell is a proud sponsor of this event!

Nick Braun and Tina Langlois will lead a breakout session on “The Physics of ESOPs: Strategic Decisions and Their Ripple Effects” at this regional conference featuring a political update, breakout sessions led by top industry professionals, and networking opportunities with senior executives from S corporation ESOP companies.


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