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

The ESOP Association – Northwest Spring Conference

March 12, 2026 — March 13, 2026

Boise, ID

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Chartwell is a proud sponsor of this event!

Don’t miss our ESOP experts present important breakout sessions at this educational and networking for members of the Northwest chapter of The ESOP Association.

Thursday, March 12

Friday, March 13

  • Nick Braun – How Do You Keep Your ESOP and Company Sustainable? The Franklin Group Story (10:20am)
  • Olivia Kowalski – Valuation – What Drives the Share Price? (10:20am)


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