Chartwell is pleased to announce D.P. Nicoli, Inc. has completed a recapitalization transaction with a newly formed ESOP.

Position: 4-Analysts

Alex Brown

Alex is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Alex has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

Professional Certification

Alex is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Sam Callen

Sam performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Sam also studies the economic and industry conditions that can impact a company’s financial statements.

Sam began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

Jay Christensen

Jay performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Jay also studies the economic and industry conditions that can impact a company’s financial statements.

Andrew Cooper

Andrew performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Andrew also studies the economic and industry conditions that can impact a company’s financial statements.

Matt Daniels

Matt is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Matt has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

Professional Certification

Matt is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Scott Fudenberg

Scott is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Scott has experience in performing financial analyses, including valuation and cash flow modeling as well as creating marketing materials, and gathering and preparing due diligence information.

Scott began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

Professional Certification

Scott is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Noah Haverlock

Noah performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Noah also studies the economic and industry conditions that can impact a company’s financial statements.

Noah began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

John Hooker

John is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. He has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

Professional Certification

John is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Professional Experience

Prior to Chartwell, John was an analyst at Argos Capital Partners where he assisted in the due diligence and financial modeling of investment opportunities.

Tyler Jacobs

Tyler performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Tyler also studies the economic and industry conditions that can impact a company’s financial statements.

Professional Experience

Prior to Chartwell, Tyler was an investment analyst at RVK, Inc. where he was responsible for preparing performance reports, policy reviews, fund profiles, fee analysis, and risk analysis.

Reece Jacobson

Reece is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Reece has experience in performing financial analyses, including valuation and cash flow models, creation of marketing materials, and management of due diligence processes.

Reece began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

Professional Certification

Reece is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.


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