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.

Position: 4-Analysts

Austin Bagdady

Austin 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. Austin has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

Professional Certification

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

Professional Experience

Prior to Chartwell, Austin was an alternative investment analyst at U.S. Bank Global Fund Services, where he created monthly net asset value packages for multiple clients.

Check the background of this investment professional on FINRA’s BrokerCheck.

Matt Barber

Matt 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. Matt also studies the economic and industry conditions that can impact a company’s financial statements.

Matt Berkner

Matt is a member of Chartwell’s consulting team and is experienced in advising companies on a wide range of topics including strategic alternatives, employee stock ownership plans, ESOP transactions, and strategies for long-term sustainability. He works with business owners, management teams, and boards of directors at ESOP companies to provide a holistic perspective of a company’s financial position and future capital claims.

Professional Certification

Matt is a Certified Public Accountant (CPA) licensed in the state of Minnesota and holds membership in the Minnesota Society of Certified Public Accountants.

Professional Experience

Prior to Chartwell, Matt was a senior audit associate at Grant Thornton where he focused on all facets of audit engagements, managed client relationships, and supervised junior staff members.

Alex Budnik

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.

Check the background of this investment professional on FINRA’s BrokerCheck.

Kevin Cunningham

Kevin 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. Kevin also studies the economic and industry conditions that can impact a company’s financial statements.

Logan Dahl

Logan 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. Logan also studies the economic and industry conditions that can impact a company’s financial statements.

Connor Dalbo

Connor 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. Connor 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.

Check the background of this investment professional on FINRA’s BrokerCheck.

Joe Dunn

Joe 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. Joe 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.

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

Professional Certification

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

Check the background of this investment professional on FINRA’s BrokerCheck.

Madison Hegland

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

As an undergraduate student, Madison was a student manager for her school’s endowment fund. She was also a part of the Finance Club, Women in Business Club, and the Business Undergraduate Mentorship Program.


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