Chartwell is pleased to announce Blackstone has successfully completed a minority equity investment in Salas O’Brien, a leading employee-owned engineering and technical services firm.

Position: 3-Associates

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 provides business valuations for a variety of purposes including estate and gift, employee stock ownership plans, ownership transitions, and general corporate planning purposes. He also has experience with complex capital structures and valuations of corporate securities issued as equity compensation to comply with IRS (IRC§ 409A) and financial reporting (ASC 718) requirements. Andrew has worked with and understands the varying needs of clients across a range of sizes and industries, with particular expertise valuing early-stage companies.

Rob Faust

Rob joined Chartwell in 2017 and is a member of the firm’s valuation and transaction opinions team. He has experience advising privately-held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. He has expertise in financial modeling, cash flow analysis, and the analysis of guideline public companies and M&A markets. Rob has particular experience working with companies in the architecture and engineering sector.

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.

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

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.

Adam Hijazi

Adam provides valuation services related to employee stock ownership plans, equity compensation, capital structure, and financial reporting. He is skilled at cash flow modeling, the analysis of public market guideline companies, merger and acquisition markets, and evaluating the industry and economic conditions that impact a company’s operations.

Professional Certification

Adam is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Portland. He also holds FINRA Series 7 and 66 licenses.

Professional Experience

Prior to Chartwell, Adam was an institutional consulting analyst at Morgan Stanley. As a member of the institutional investment consulting team, he served middle-market firms across various industries with corporate retirement plans, endowments, foundations, and cash pooling solutions.

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

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.

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

Luke Jaeger

Luke performs analysis related to valuations of privately-held middle-markets 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. Luke also studies the economic and industry conditions that can impact a company’s financial statements.

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

Michael Mason

Michael 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. Michael has experience performing financial analyses, including valuation and cash flow modeling, as well as creating marketing materials and facilitating the due diligence process.

Professional Certification

Michael is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Minnesota. He is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 52, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Michael was an Acquisitions Lead at SureSwift Capital where he developed relationships with prospective acquisition targets and evaluated SaaS investment opportunities. He also spent time as a Banking Associate at Northland Securities underwriting large commercial loan participations.

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


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