Jeff Anderson will present “Unlocking Value: A Comprehensive Guide to Annual ESOP Valuations” at this educational and networking event for members of the Texas/Oklahoma chapter of The ESOP Association. Jim Massey, Marissa Semple, and Jordan Hamaker will also attend.
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 Spring Conference
March 25, 2026 — March 26, 2026
Austin, TX
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