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 – Rocky Mountain Chapter Spring Conference

April 1, 2026 — April 2, 2026

Tucson, AZ

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Join Marissa Semple and Matt Berkner at this meeting for members of the Rocky Mountain chapter of The ESOP Association. You can expect 1.5 days that are packed with learning, connection, and all things ESOP— perfect for employee owners, beginners, and seasoned pros alike. You’ll leave with fresh insights, practical tips, and real-world strategies you can use at your company.


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