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 – Texas/Oklahoma Chapter Spring Conference

March 25, 2026 — March 26, 2026

Austin, TX

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Connect with Jordan Hamaker, Marissa Semple and Jeff Anderson at The Texas/Oklahoma Chapter Spring Conference, happening March 25-26 at the Austin Marriott South hotel. It’s 1.5 days packed with learning, connection, and all things ESOP—perfect for employee owners, beginners, and seasoned pros alike.

You won’t want to miss Jeff’s session on 3/26 titled “Unlocking Value: A Comprehensive Guide to Annual ESOP Valuations” (ESOP 101/Beginner Track).


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