Jeff joined Chartwell in 2015 and is a member of the firm’s valuation and transaction opinions team. He has experience advising privately held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. He has expertise in financial modeling, cash flow analysis, and the analysis of guideline public companies and M&A markets.
Jeff is passionate about mentoring the next generation of finance professionals and assists with the training and development of the firm’s new analysts.
Professional Involvement & Certification
Jeff is an active member of The ESOP Association, where he regularly attends local, regional, and national conferences focused on employee ownership. He is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers.
Matt is a leader in Chartwell’s corporate finance practice, where he consistently delivers innovative, solutions-based advice to shareholders, boards of directors, and management teams of privately held middle-market companies. His areas of expertise include investment banking services, strategic alternatives analysis, employee stock ownership plan (ESOP) transactions, sell-side M&A transactions, and debt capital raises. Matt has a robust track record of successfully completing transactions across a diverse range of industries. This extensive experience equips him with the ability to design creative yet pragmatic strategies, uniquely tailored to enable companies to reach their specific objectives.
Professional Involvement & Certification
Matt is an active member of The ESOP Association, where he currently serves as an associate member of the Fiduciary Committee. He is also a member of the National Center for Employee Ownership (NCEO). Matt has been a featured speaker at national conferences held by these organizations on corporate finance and investment banking topics. In 2023, 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.
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 and gas industry. He also previously worked as an equity research associate at Northland Securities.
Check the background of this investment professional on FINRA’s BrokerCheck.
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.
Professional Experience
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.
Check the background of this investment professional on FINRA’s BrokerCheck.