Chartwell is excited to announce the launch of our Interim Leadership practice, where we bring the talent companies need to execute financial initiatives that support sustainable growth and value creation.

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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