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.
Check the background of this investment professional on FINRA’s BrokerCheck.
Nate is a member of Chartwell’s corporate finance practice. He supports senior members of the firm in advising on strategic alternatives, mergers & acquisitions, capital markets, and ESOP transactions. Nate provides a range of services throughout the transaction process, including financial and valuation analyses, development of marketing materials, oversight of due diligence processes, and transaction negotiation, management, and execution. Nate’s experience in all of Chartwell’s service lines and his comprehensive knowledge of transaction structures, valuation, and corporate finance enable him to bring specialized counsel to each client situation.
Professional Certification
Nate is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.
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 and the National Center for Employee Ownership (NCEO), 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.
Check the background of this investment professional on FINRA’s BrokerCheck.