Team Category: Corporate Finance

Greg has been with Chartwell since 2010 and leads the firm’s corporate finance practice. During the course of his 25+ year investment banking career, he has been involved in hundreds of transactions including both M&A and capital markets, in public and private markets.

Professional Involvement & Certification

Greg is a member of the Association for Corporate Growth, The ESOP Association, and the National Center for Employee Ownership. Greg is a frequent speaker on variety of corporate finance topics involving ESOPs.

Greg is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 7, 62, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Greg was Managing Director of Bank of America Merrill Lynch’s M&A advisory group, where he was responsible for covering diversified industrial clients, as well as ESOP advisory for the investment bank. Prior to Bank of America, Greg was Managing Director at ABN AMRO where he was responsible for M&A advisory and a member of the coverage team for the consumer sector. In addition, he established and led the ESOP Advisory practice for the investment bank, as well as co-led the middle market public to private practice. Prior to his large cap investment banking experience, Greg was a Managing Director at Lazard Middle Market (Goldsmith, Agio, Helms) where he represented private business owners, corporations, and  private equity in a variety of middle-market M&A transactions.

In addition, Greg has held positions of increasing responsibility with Fortune 100 companies Diageo, plc and Invensys plc in corporate development, planning, and finance director positions. Greg began his M&A career in private equity with the Jordan Industries, Inc., the holding company strategy of the Jordan Company. He began his career in public accounting.

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Wil is a leader in Chartwell’s corporate finance practice and has provided financial advisory services to privately held businesses for more than 30 years. He focuses on providing ownership transition strategies to middle-market companies, including the execution of traditional M&A processes for both sell-side and buy-side transactions. Wil provides corporate consulting services to both private and ESOP-owned companies and has experience within a variety of industry sectors.

Wil also has significant experience in performing valuations of privately-held companies for corporate planning, equity compensation, tax, financial reporting, and transaction-related purposes. Wil is head of Chartwell’s broker dealer affiliate CCS Transactions, LLC, and is its Chief Compliance Officer.

Professional Involvement & Certification

Wil is a member of the Association for Corporate Growth (ACG), The ESOP Association, and the National Center for Employee Ownership (NCEO). He is a frequent presenter on M&A and valuation issues to professional groups.

Wil is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. Wil holds FINRA Series 7, 24, 63, and 79 licenses.

Professional Experience

Prior to joining Chartwell in 2002, Wil was part of the corporate development team at Securian Financial, where he was involved in M&A activities as well as the company’s restructuring into a mutual holding company.

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Will is an investment banker in Chartwell’s corporate finance practice and leads the firm’s capital markets team. Will has worked on both mergers and acquisitions as well as capital markets transactions within a variety of industries while executing high-profile ESOP buyouts, terminations, and restructurings.

Professional Involvement & Certification

Will is an active member of The ESOP Association, where he currently serves on the Finance Advisory Committee. He is also a member of the National Center for Employee Ownership (NCEO) and the Association for Corporate Growth (ACG). Will is a recipient of The M&A Advisor’s 40 Under 40 Award in recognition for his expertise and professional accomplishments.

Will is a registered representative with Chartwell affiliate CCS Transactions, LLC, and holds FINRA Series 7, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Will was an investment banker with Bank of America Merrill Lynch’s Transaction Development Group, where he focused on executing sell-side, buy-side, and ESOP transactions for middle-market clients between $200 million and $2 billion in enterprise value.

Prior to Bank of America, Will spent considerable time as a member of ABN AMRO’s Global Markets group, where he participated in originating and executing investment grade and high yield bond issuance, traditional senior private placements, securitizations, junior capital and underwriting, and distributing second lien loans. Will also participated in establishing De Meer Asset Management, a division of ABN AMRO, where he acted as a principal investor in liquid and illiquid leveraged senior and junior loan assets as a part of multiple cash and synthetic collateralized loan obligation structures. 

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Matt is an investment banker in Chartwell’s corporate finance practice, where he is responsible for deal origination, relationship management, and transaction execution. He has over 25 years of experience providing strategic, mergers & acquisitions, and capital raising advice to public and private companies and their boards of directors, CEOs, and CFOs in a variety of industries. Matt supports the growth and leadership of the firm’s industry verticals in the architecture/engineering (AE) and construction markets as well as Chartwell’s corporate finance efforts across the Western region.

Professional Certification

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

Professional Experience

Prior to Chartwell, Matt’s experience includes M&A advisory roles both in house and at investment banks. Among his prior roles are Head of Southern California Client Coverage for Wells Fargo Securities, Partner at Moelis & Company, Senior Vice President of Mergers & Acquisitions for AECOM, and Founder of Capital and Consulting, LLC.

Earlier in his career, Matt worked at Barrington Partners, UBS Investment Bank, Credit Suisse First Boston (Donaldson, Lufkin & Jenrette), and Deutsche Bank Alex Brown (BT Alex Brown).

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Michael is an investment banker in Chartwell’s corporate finance practice and leads the firm’s advisory activities in the aerospace, defense, and government services sector. Additionally, he is responsible for brand development, relationship management, and transaction execution in the Southeast. Michael has over 20 years of corporate finance, management consulting, and organizational leadership experience, advising publicly- and privately-owned companies and their owners on a wide range of strategic finance, transaction, and operational improvement mandates.

Professional Involvement & Certification

Michael is a member of the Association for Corporate Growth (ACG), The ESOP Association, the National Center for Employee Ownership (NCEO), and the Association of the U.S. Army (AUSA).

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

Professional Experience

Prior to Chartwell, Michael served in a variety of advisory and operating roles. He provided investment banking services to middle market clients at both Wells Fargo and Edgeview Partners (currently Piper Sandler) and served large-cap investment banking clients as a member of Wachovia’s (Wells Fargo) Leveraged Finance Group. Additionally, Michael worked as a management consultant with McKinsey & Co., guiding large-cap and government clients through Lean Management and Agile operational transformations.

Earlier in his career, Michael was an Army Aviation commissioned officer serving in leadership roles from Platoon Leader to Company Commander for V Corps in Germany and the 101st Airborne Division where he led his units in combat theatres in Albania, Afghanistan, and Iraq.

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Dan is an investment banker in Chartwell’s corporate finance practice. He provides leadership in the execution of debt/equity capital raising transactions and sales of privately-held businesses to strategic acquirers, private equity firms, and employee stock ownership plans. Dan has worked on a myriad of successful M&A, capital markets, and ESOP transactions within the industries of consumer products, food products, business services, healthcare, manufacturing, transportation/logistics, and technology.

Professional Involvement & Certification

Dan is an active member of The ESOP Association and the National Center for Employee Ownership (NCEO), where he is frequent speaker at national conference held by both organizations.

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

Professional Experience

Prior to Chartwell, Dan was an investment banker with BMO Capital Markets’ Mergers & Acquisitions group, where he focused on executing sell-side, buy-side, and recapitalization transactions for middle-market clients between $200 million and $2 billion in enterprise value.

Prior to BMO, Dan was a member of Stout Risius Ross’s Valuation and Financial Opinions group, where he focused on ESOP equity valuations. Additionally, Dan advised ESOP trustees in sell-side, buy-side, and recapitalization transactions.

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Ryan is an investment banker in Chartwell’s corporate finance practice. He focuses on capital markets transactions including the placement of asset-based revolvers, senior secured cash flow loans, split lien term loans, unitranche structures, second lien, mezzanine, and equity investments for both sponsored and non-sponsored clients. Over his career, Ryan has worked on transactions in support of both growth and value-oriented investment strategies in a wide array of industries with deals closed in the business services, industrial, distribution, healthcare, and technology sectors.

Professional Involvement & Certification

Ryan is a member of the Association for Corporate Growth (ACG), where he currently serves on the Executive Committee of the Board of Directors for the Chicago chapter and is co-chair of the Programming & Content vertical for the entire chapter. He is also a member of the National Center for Employee Ownership (NCEO).

Ryan is designated as a Certified Public Accountant (CPA). He is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Professional Experience

Prior to joining Chartwell, Ryan was a Managing Director at LBC Credit Partners. He was responsible for sourcing, structuring, negotiating, documenting, and closing senior and junior debt investments for both sponsored and non-sponsored financings in support of LBOs, recapitalizations, refinances, and add-on acquisitions. Ryan also served as a rotational member of the firm’s Investment Committee.

Prior to LBC, Ryan was a Director at OFS Capital where he originated and executed new business opportunities with both sponsor and non-sponsored clients. At OFS, Ryan was also a portfolio manager responsible for overseeing a team of account officers and directly managing investments. 

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