Team Category: Corporate Finance

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. He has successfully executed numerous ESOP and non-ESOP sell-side M&A transactions across several industries, including manufacturing, distribution, construction, industrials, and consumer products.

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 mergers and acquisitions, capital raises, and ESOP-driven ownership transitions for privately held businesses and financial sponsors. Michael contributes across all phases of the transaction process—from strategic analysis and valuation through marketing, negotiations, and closing. He brings experience in financial modeling, corporate valuation, and transaction structuring, and leads the development of client presentation materials and coordination of due diligence efforts. Michael has worked with clients across a range of industries, including technology, financial services, and business services.

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

Professional Certification

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

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Joe 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. Joe 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.

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

Professional Certification

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

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

Professional Certification

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

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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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