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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Michael 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. Michael has experience performing financial analyses, including valuation and cash flow modeling, as well as creating marketing materials and facilitating the due diligence process.
Professional Certification
Michael is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Minnesota. He is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 52, 63, and 79 licenses.
Professional Experience
Prior to Chartwell, Michael was an Acquisitions Lead at SureSwift Capital where he developed relationships with prospective acquisition targets and evaluated SaaS investment opportunities. He also spent time as a Banking Associate at Northland Securities underwriting large commercial loan participations.
Check the background of this investment professional on FINRA’s BrokerCheck.
Johnny 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. Johnny has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.
Professional Certification
Johnny is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.