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 & Texas/Oklahoma Regional Conference

March 27, 2025 — March 28, 2025

Phoenix, Arizona

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Chartwell is a proud sponsor of this event!

Tim Lang will answer “Top Questions the Board & Management Should Be Asking About Their ESOP,” Jeff Anderson will cover “Valuation Basics,” and Marissa Semple will discuss “Diving into Distribution Policy” at this new regional event for members of the Rocky Mountain and Texas/Oklahoma chapters of The ESOP Association. Steve Nelson and Lucas Pelner will also attend.


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