Position: 3-Associates

Jeff joined Chartwell in 2015 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.

Jeff is passionate about mentoring the next generation of finance professionals and assists with the training and development of the firm’s new analysts.

Professional Involvement & Certification

Jeff is an active member of The ESOP Association, where he regularly attends local, regional, and national conferences focused on employee ownership. He is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers.

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.

Michael is a member of Chartwell’s consulting practice. He provides independent financial advisory services on topics including, ESOP repurchase obligation, strategic alternatives, ownership transition, and executive compensation. He works with ESOP trustees, management teams, boards of directors, and business owners to develop, evaluate, and understand solutions for achieving long-term corporate sustainability.

Michael has advised clients on engagements across all of Chartwell’s service lines throughout his career with the firm, providing him with a strong understanding of valuation methodologies, transaction structures, capital structures, and a proficiency in analyzing financial statements.

Professional Certification

Michael is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Minnesota.

Josh joined Chartwell in 2016 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. Josh has advised clients on engagements across all of Chartwell’s service lines throughout his career with the firm, providing him with a strong understanding of corporate finance methodologies, transaction structures, capital structures, and a proficiency in analyzing financial statements.

Josh is passionate about mentoring the next generation of financial professionals and co-leads Chartwell’s internship program, where he supervises the education and output of the firm’s financial analyst interns.

Professional Certification

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

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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.

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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.

Will is an investment banker in Chartwell’s corporate finance practice, where he focuses on executing traditional sell-side M&A processes with strategic and private equity buyers, capital markets transactions, and ESOP-related ownership transitions. Will provides a broad range of services throughout the transaction process, including valuation and cash flow models, creation of marketing materials, management of due diligence processes, and evaluation of complex transaction structures to achieve each client’s unique objectives. He has worked on numerous transactions across the industrials, financial services, business services, and technology, media and telecom industries.

Professional Certification

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

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

Professional Certification

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

Professional Experience

Prior to Chartwell, Ali spent over two years with Wells Fargo where she served as an investment banking analyst in the sell-side middle market M&A division.

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Mack is an investment banker in Chartwell’s corporate finance practice, where he focuses on executing sell- and buy-side M&A assignments with strategic and private equity buyers, capital markets transactions, and ESOP-related ownership transitions. Mack provides a broad range of services throughout the transaction process, including valuation and cash flow models, creation of marketing materials, management of due diligence processes, and evaluation of complex transaction structures to achieve each client’s unique objectives. He has worked on numerous transactions across the industrials, financial services, business services, and technology, media and telecom industries.

Professional Certification

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

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Marissa is a member of Chartwell’s consulting team and is experienced in working with employee-owned companies on a wide range of topics including strategic alternatives, ESOP transactions, executive compensation, and strategies for long-term sustainability. She works with business owners, management teams, and boards of directors to provide a holistic perspective of a company’s financial position and future capital claims.

Professional Involvement

Marissa is an active member of The ESOP Association, where she regularly attends local, regional, and national conferences focused on employee ownership.

Professional Experience

Prior to Chartwell, Marissa was a senior credit analyst at CIBC where she underwrote senior credit facilities for middle-market companies and managed client relationships. Marissa also has experience in ESOP trustee and valuation services.