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 – Professionals’ Forum

February 4, 2026 — February 6, 2026

Charleston, SC

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Join team Chartwell at this meeting exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies. Greg Fresh will present “New ESOP Formations, Industry Concentrations & Finance Alternatives/Impacts” and Ashleigh Newlin will moderate a panel discussion about “Trends in Repurchase Obligation & Sustainability.”

Consulting Attendees: Matt Keene, Ryan Graham, Tina Langlois

Corporate Finance Attendees: Dan Kaczmarek, Matt Ewing, Matt Dennison

Valuation Attendees: John Murphy, Matt Schubring, Sandra Smith, Chris Ham


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