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.

events

The ESOP Association – CFO Summit

June 22, 2025 — June 24, 2025

Park City, Utah

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Chartwell is a proud sponsor of this event!

Dan Kaczmarek will lead roundtable discussions about “Maximizing ESOP Value Through Releveraging” and “Navigating the Economic Landscape: Banking, Rates, and ESOP Strategies” at this inaugural event for financial leaders of ESOP-owned companies. Michael Fischer will also attend.


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