Team Category: Consulting

Matt is a leader in Chartwell’s consulting practice, where he advises clients on executive compensation matters. He works with business owners, boards of directors and management teams to align business, talent, and compensation strategies, with a special focus on equity and long-term incentive plan design. Matt has unique experience advising clients on market pay competitiveness through compensation benchmarking studies and peer group development, designing short- and long-term incentive plans, conducting public company readiness assessments and M&A transaction due diligence, and providing compensation and benefits tax technical support (e.g. IRC Sections 409A, 162, 280G).

Professional Certification & Involvement

Matt is a Certified Public Accountant (CPA) licensed in South Carolina and North Carolina. He also holds the Certified Executive Compensation Professional (CECP) designation from WorldatWork. Matt is a member of the American Institute of Certified Public Accountants (AICPA), the South Carolina Association of Certified Public Accountants (SCACPA), the National Association of Stock Plan Professionals (NASPP), and WorldatWork Total Rewards Association.

Professional Experience

Prior to Chartwell, Matt was a Manager at Grant Thornton in its compensation consulting practice, where he served as strategic advisor to management and boards of directors of public, private, and complex tax-exempt organizations across an array of industries.

Lucas is a member of Chartwell’s consulting practice and is experienced in advising companies on a wide range of topics including strategic alternatives, employee stock ownership plans, ESOP transactions, executive compensation, 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 Involvement

Lucas is an active member of the National Center for Employee Ownership (NCEO), where he regularly attends conferences focused on employee ownership.

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.

Amanda is a leader in Chartwell’s consulting practice, where she advises privately held companies with a special focus on ESOP-owned businesses. Amanda brings robust experience in financial modeling and analysis, ownership strategy, corporate development, leadership, and communication. Her ability to lead through complex situations, drive process improvements and strategic initiatives, and nurture collaborative relationships empowers others to succeed.

Professional Involvement

Amanda is a member of The ESOP Association, the National Center for Employee Ownership (NCEO), and the Ohio Employee Ownership Center (OEOC). She serves as a board member of The University of Akron College of Business Finance Advisory Board and is also a member of the Leadership Akron Signature Class 41, a program for the region’s top leaders who are interested in broadening their community impact.

Professional Experience

Prior to Chartwell, Amanda was Director of Financial Planning & Analysis at ACRT Services, a 100% ESOP-owned environmental consulting company. Preceding ACRT, Amanda was a Financial Analyst at FirstEnergy Corp, a $15B investor-owned electric utility company.

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.

Martin 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

Martin 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, Martin 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.