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

NCEO – Is an ESOP Right for You?

February 2, 2026 — February 3, 2026

Fort Lauderdale, FL

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Chartwell is a proud sponsor of this event!

Matt Dennison will present “Plan Design & Operations” at this seminar for business owners considering an ESOP as a succession strategy, where ESOP experts and advisors will provide insights on structuring transactions, tax implications, and the operational realities of employee ownership.


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