Matt is a member of Chartwell’s corporate finance practice and is experienced in advising companies on the finance, ownership, and compensation strategies for long-term sustainability. He works on a wide range of ownership advisory engagements including strategic alternatives, ESOP transactions, and capital structure analyses. He works with business owners, management teams, and boards of directors at employee-owned companies to provide a holistic perspective of a company’s current financial position and the impact of strategic decisions on the company and key stakeholders. Matt enjoys applying his knowledge to design creative and practical solutions to best help companies achieve their objectives.
Professional Involvement & Certification
Matt is an active member of The ESOP Association and the National Center for Employee Ownership. He regularly attends local, regional, and national conferences held by both associations.
Matt is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses.
Professional Experience
Prior to Chartwell, Matt was an equity research senior associate at RBC Capital Markets, where he conducted market and company analysis, including financial modeling, equity valuation, and research reports on publicly-traded companies within the oil & gas industry. He also previously worked as an equity research associate at Northland Securities.
Nate joined Chartwell in 2016 and is a member of the firm’s valuation and transaction opinions practice. He is experienced in providing independent financial advisory services to ESOP trustees and other corporate fiduciaries as well as in advising management teams, boards of directors, and shareholders on a wide range of topics including strategic alternatives, mergers & acquisitions, and ESOP transactions.
During his career at Chartwell, Nate has had experience in all of the firm’s service lines, providing him with a comprehensive knowledge of capital structures, valuation methodologies, and transaction structures. He has assisted in the structuring and execution of fairness opinion analyses regarding numerous transactions across a broad range of industries, including industrial, business services, technology, distribution, construction, architecture and engineering, and consulting services.
Professional Certification
Nate is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.
Matt is a member of Chartwell’s corporate finance practice and is experienced in advising companies on a wide range of topics including strategic alternatives, mergers & acquisitions, and ESOP transactions.
During his career at Chartwell, Matt has worked in all Chartwell service lines, providing him with a comprehensive knowledge of valuation methodologies, transaction structures, and the workings of different corporate models. Matt has worked with companies in a broad range of industries across the U.S. and has expertise on the issues facing mature ESOP companies. This extensive base of experience allows him to bring specialized counsel to every unique client situation, where he enjoys applying his knowledge creatively to best help companies achieve their objectives.
Professional Involvement & Certification
Matt is an active member of The ESOP Association, where he regularly attends local, regional, and national conferences focused on employee ownership.
Matt is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses.
Professional Experience
Prior to Chartwell, Matt was an equity research associate at Northland Securities, where he conducted market and company analysis, including financial modeling, equity valuation, and writing research reports on publicly traded companies.
Prior to Northland, Matt was an investment banking analyst at George K. Baum & Co., where he worked on middle-market M&A transactions and conducted extensive market research.