Chartwell is pleased to announce its pending 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 – Texas/Oklahoma Fall Conference

September 9, 2025 — September 10, 2025

Dallas, TX

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Chartwell is a proud sponsor of this event!

Tim Lang will present “Best Practices in Reviewing and Approving ESOP Valuation Reports” at this conference and roundtable event for members of the Texas/Oklahoma chapter of The ESOP Association. Marissa Semple and Lucas Pelner will also attend.


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