Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S. Michael has over 20 years of corporate finance, management consulting, and organizational leadership experience, advising publicly- and privately-owned companies and their owners on a wide range of strategic finance, transaction, and operational improvement mandates. With Michael comes the addition of Chartwell’s newest office location in Charlotte, North Carolina.
“Michael is a significant addition to our team,” said Greg Fresh, Managing Director and Head of Corporate Finance. “He brings a substantial skill set to Chartwell not only from his time spent executing M&A transactions in the privately held middle market but equally important is his time spent in management consulting at McKinsey. Michael has many key client and referral partner relationships and he approaches situations with a solutions-based mindset. Our geographic growth in the Southeast will facilitate further services for existing and future clients.”
Michael will be responsible for Chartwell’s brand development, relationship management, and transaction execution in the Charlotte, Atlanta, Washington DC, and greater Florida major metropolitan areas.
Prior to Chartwell, Michael served in a variety of advisory and operating roles. He provided investment banking services to middle market clients at both Wells Fargo and Edgeview Partners (currently Piper Sandler) and served large-cap investment banking clients as a member of Wachovia’s (Wells Fargo) Leveraged Finance Group. Additionally, Michael worked as a management consultant with McKinsey & Co., guiding large-cap and government clients through Lean Management and Agile operational transformations.
Earlier in his career, Michael was an Army Aviation commissioned officer serving in leadership roles from Platoon Leader to Company Commander for V Corps in Germany and the 101st Airborne Division where he led his units in combat theatres in Albania, Afghanistan, and Iraq.
Michael holds a Master of Business Administration degree from Harvard Business School and a Bachelor of Science degree from the United States Military Academy at West Point.