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.
Ian 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 to provide a holistic perspective of a company’s financial position and future capital claims.
Ian also performs valuation analysis and is skilled in the areas of gathering due diligence information, analyzing guideline public companies, as well as examining merger and acquisition markets.
Michael is a member of Chartwell’s consulting team and supports senior members of the firm with the execution of executive compensation-related client engagements. He also advises companies on a wide range of topics including strategic alternatives, employee stock ownership plans, and strategies for long-term sustainability. He 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 Certification
Michael is registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses. He also holds the Securities Industries Essentials (SIE) certificate.
Professional Experience
Prior to Chartwell, Michael was a client associate at Vanguard where he assisted with opening new retirement and non-retirement accounts, facilitated account decision-making, and utilized research databases to initiate transfer of assets.
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