Team Category: Corporate Finance

Austin is an investment banker in Chartwell’s corporate finance practice, where he focuses on executing traditional sell-side M&A processes with strategic and private equity buyers, capital markets transactions, and ESOP-related ownership transitions. He provides a broad range of services throughout the transaction process, including valuation and cash flow models, creation of marketing materials, management of due diligence processes, and evaluation of complex transaction structures to achieve each client’s unique objectives.

Professional Certification

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

Professional Experience

Prior to Chartwell, Austin held investment banking roles at Houlihan Lokey and Robert W. Baird. At both firms, he led and supported the execution of sell-side, buy-side, special situations, equity capital markets, and debt capital markets transactions in both the healthcare and the consumer and retail market sectors across a variety of public, sponsor-backed, and founder-owned businesses.

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Will is an investment banker in Chartwell’s corporate finance practice, where he focuses on executing traditional sell-side M&A processes with strategic and private equity buyers, capital markets transactions, and ESOP-related ownership transitions. Will provides a broad range of services throughout the transaction process, including valuation and cash flow models, creation of marketing materials, management of due diligence processes, and evaluation of complex transaction structures to achieve each client’s unique objectives. He has worked on numerous transactions across the industrials, financial services, business services, and technology, media and telecom industries.

Professional Certification

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

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Mack is an investment banker in Chartwell’s corporate finance practice, where he focuses on executing sell- and buy-side M&A assignments with strategic and private equity buyers, capital markets transactions, and ESOP-related ownership transitions. Mack provides a broad range of services throughout the transaction process, including valuation and cash flow models, creation of marketing materials, management of due diligence processes, and evaluation of complex transaction structures to achieve each client’s unique objectives. He has worked on numerous transactions across the industrials, financial services, business services, and technology, media and telecom industries.

Professional Certification

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

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Scott 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. Scott has experience in performing financial analyses, including valuation and cash flow modeling as well as creating marketing materials, and gathering and preparing due diligence information.

Scott began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

Professional Certification

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

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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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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.

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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.

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