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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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.
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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.