Matt is a leader in Chartwell’s corporate finance practice where he specializes in advising shareholders and boards of directors of middle-market companies on a wide range of ownership transition, merger & acquisition, and capital markets situations. Matt has a particular interest and expertise in employee ownership and ESOP transactions.
During his decade long career at Chartwell, Matt has engaged with all the firm’s service lines. This diverse background has provided him with a comprehensive knowledge of valuation methodologies, bespoke transaction structuring and design, strategic and capital planning, and the workings of complex corporate models. Matt has worked with companies across a broad range of industries throughout the U.S. and has expertise on the issues facing mature companies. This extensive experience allows him to bring specialized counsel to every unique client situation, where he enjoys applying his knowledge creatively to best help business owners achieve their objectives.
Professional Involvement & Certification
Matt is an active member of The ESOP Association, where he currently serves as an associate member of the Legislative & Regulatory Advisory Committee. He is also involved with the National Center for Employee Ownership (NCEO) and Employee-Owned S Corporations of America (ESCA). Matt has been selected to present at national conferences on corporate finance topics. In 2022, Matt was a recipient of The M&A Advisor’s Emerging Leaders Award in recognition of his expertise and professional accomplishments in investment banking.
Matt is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses.
Prior to Chartwell, Matt was an equity research associate at Northland Securities affiliate, Northland Capital Markets, where he produced exhaustive research on publicly traded companies for institutional investors. He also conducted market and company analysis, including financial modeling and equity valuation.
Prior to Northland, Matt was an investment banking analyst at George K. Baum & Co., where he worked on middle-market M&A and public finance transactions.
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Michael is a member of Chartwell’s consulting practice. He provides independent financial advisory services related to ESOP repurchase obligations, strategic alternatives, ownership transition, and executive compensation. He works with management teams, boards of directors, ESOP trustees, and business owners to develop, evaluate, and implement solutions for achieving long-term corporate sustainability.
Michael has advised clients on engagements across all of Chartwell’s service lines throughout his career with the firm, providing him with a strong understanding of valuation methodologies, transaction structures, capital structures, and a proficiency in analyzing financial statements.
Michael is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Minnesota.
Rachel provides valuations of companies for a variety of purposes including estate and gift, buy/sell agreements, employee stock ownership plans, ownership transitions, and general corporate planning purposes. She has experience with complex capital structures and valuations of corporate securities issued as equity compensation to comply with IRS (IRC§ 409A) and financial reporting (ASC 718) requirements. Rachel has worked with and understands the varying needs of clients across a range of sizes and industries, with particular expertise valuing early-stage companies.
Rachel is a member of the Association for Corporate Growth. She is a Certified Public Accountant (CPA) licensed in the states of Minnesota and South Dakota. She holds membership in the Minnesota Society of Certified Public Accountants and the American Institute for Certified Public Accountants (AICPA). Additionally, Rachel is Accredited in Business Valuation (ABV) and is Certified in Financial Forensics (CFF) as granted by the AICPA. Rachel maintains certification as an Accredited Senior Appraiser (ASA) designated in Business Valuation by the American Society of Appraisers.
Rachel has won national and local industry recognition for her work in business valuation. She is a recipient of the Twin Cities Finance & Commerce Top Women in Finance Award, NACVA’s Top 40 Under 40 Award, and the AICPA’s Standing Ovation Award. Rachel has written for The Business Journals on a variety of valuation related topics and also contributes content to other industry publications.
Prior to Chartwell, Rachel served as a senior manager in the valuation services practice of Baker Tilly Virchow Krause, LLP.