Chartwell is pleased to announce Blackstone has successfully completed a minority equity investment in Salas O’Brien, a leading employee-owned engineering and technical services firm.

Team Category: Leadership

Paul began his career providing independent business valuation services to privately-held companies and their shareholders. He founded Chartwell in 1995 and has grown the firm into a leading national financial advisory serving the middle market.

He engaged with his first ESOP-owned company in 1987 and has dedicated 30+ years to providing unrivalled guidance on all financial aspects an organization may encounter during the lifecycle of ESOP ownership.

Paul has led Chartwell’s development from a single location valuation firm into a multifaceted financial advisory firm offering unmatched consulting, corporate finance, and valuation expertise. He devotes the majority of his client focus to advising companies, boards of directors, ESOP trustees, and business owners on long-range ownership and capital planning matters.

Professional Involvement & Certification

Paul is an active member of The ESOP Association and the National Center for Employee Ownership (NCEO), where he has been a frequent speaker and thought leader for both organizations.

Paul is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 24, 63, and 79 licenses.

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Chris has been with Chartwell for over 25 years and leads the firm’s consulting practice. He has significant experience in the architecture, engineering, government contractor, and construction industries, having led these industry verticals for Chartwell for many years.

In addition to advising management teams and boards on issues related to ownership and compensation strategies, capital structure, and firm valuation, Chris works frequently with Employee Stock Ownership Plans, providing independent financial advisory services to ESOP trustees and other corporate fiduciaries.

Professional Involvement & Certification

Chris is a member of the American Council of Engineering Companies (ACEC), The ESOP Association, the National Center for Employee Ownership (NCEO), and Employee-Owned S Corporations of America (ESCA). He is a regular presenter to these national trade associations on a variety of topics including capital structures, ESOPs, M&A, ownership transition, and valuation issues. Chris is also a frequent speaker for employee and professional groups, boards of directors, and ESOP trustees.

Chris is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. He is also a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

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Greg has been with Chartwell since 2010 and leads the firm’s corporate finance practice. During the course of his 25+ year investment banking career, he has been involved in hundreds of transactions including both M&A and capital markets, in public and private markets.

Professional Involvement & Certification

Greg is a member of the Association for Corporate Growth, The ESOP Association, and the National Center for Employee Ownership. Greg is a frequent speaker on variety of corporate finance topics involving ESOPs.

Greg is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 7, 62, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Greg was Managing Director of Bank of America Merrill Lynch’s M&A advisory group, where he was responsible for covering diversified industrial clients, as well as ESOP advisory for the investment bank. Prior to Bank of America, Greg was Managing Director at ABN AMRO where he was responsible for M&A advisory and a member of the coverage team for the consumer sector. In addition, he established and led the ESOP Advisory practice for the investment bank, as well as co-led the middle market public to private practice. Prior to his large cap investment banking experience, Greg was a Managing Director at Lazard Middle Market (Goldsmith, Agio, Helms) where he represented private business owners, corporations, and  private equity in a variety of middle-market M&A transactions.

In addition, Greg has held positions of increasing responsibility with Fortune 100 companies Diageo, plc and Invensys plc in corporate development, planning, and finance director positions. Greg began his M&A career in private equity with the Jordan Industries, Inc., the holding company strategy of the Jordan Company. He began his career in public accounting.

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Steve leads Chartwell’s transaction opinion practice. He has provided financial advisory services to privately-held companies for more than 30 years and is an expert on valuation issues related to employee stock ownership plans. He also advises clients on a wide variety of corporate finance, valuation, financial fairness, mergers & acquisitions, divestitures, and general corporate matters. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His financial opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor.

Professional Involvement & Certification

Steve is an active member of The ESOP Association, where he previously served on the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership (NCEO) and the Construction Financial Management Association (CFMA). Steve has written articles and made various presentations on valuation and ownership transition for a variety of professional groups and boards of directors.

Steve is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers.  He is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

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Wil has been with Chartwell for over 20 years and is a member of the firm’s corporate finance practice. He focuses on providing ownership transition strategies to middle-market companies, including the execution of traditional M&A processes for both sell-side and buy-side transactions. He provides corporate consulting services to both private and ESOP-owned companies and has experience within a variety of industry sectors.

Wil also has significant experience in performing valuations of privately-held companies for corporate planning, equity compensation, tax, financial reporting, and transaction-related purposes. Wil is head of Chartwell’s broker dealer affiliate CCS Transactions, LLC, and is its Chief Compliance Officer.

Professional Involvement & Certification

Wil is a member of the Association for Corporate Growth (ACG), The ESOP Association, and the National Center for Employee Ownership (NCEO). He is a frequent presenter on M&A and valuation issues to professional groups.

Wil is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. Wil holds FINRA Series 7, 24, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Wil was part of the corporate development team at Securian Financial, where he was involved in M&A activities as well as the company’s restructuring into a mutual holding company.

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Will is an investment banker in Chartwell’s corporate finance practice and leads the firm’s capital markets team. Will has worked on both mergers and acquisitions as well as capital markets transactions within a variety of industries while executing high-profile ESOP buyouts, terminations, and restructurings.

Professional Involvement & Certification

Will is an active member of The ESOP Association, where he currently serves on the Finance Advisory Committee. He is also a member of the National Center for Employee Ownership (NCEO) and the Association for Corporate Growth (ACG). Will is a recipient of The M&A Advisor’s 40 Under 40 Award in recognition for his expertise and professional accomplishments.

Will is a registered representative with Chartwell affiliate CCS Transactions, LLC, and holds FINRA Series 7, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Will was an investment banker with Bank of America Merrill Lynch’s Transaction Development Group, where he focused on executing sell-side, buy-side, and ESOP transactions for middle-market clients between $200 million and $2 billion in enterprise value.

Prior to Bank of America, Will spent considerable time as a member of ABN AMRO’s Global Markets group, where he participated in originating and executing investment grade and high yield bond issuance, traditional senior private placements, securitizations, junior capital and underwriting, and distributing second lien loans. Will also participated in establishing De Meer Asset Management, a division of ABN AMRO, where he acted as a principal investor in liquid and illiquid leveraged senior and junior loan assets as a part of multiple cash and synthetic collateralized loan obligation structures. 

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Nick joined Chartwell in 2007 and leads the firm’s Portland office. He provides financial advisory and valuation services to the middle market, with extensive valuation experience related to fairness opinions, employee stock ownership plans, corporate planning, and shareholder liquidity alternatives. Nick also has significant experience in corporate finance engagements, including transaction advisory and corporate development. He works with clients across the United States, covering a broad scope of size, industries, and capital structures.

Professional Involvement & Certification

Nick is an active member of the Association for Corporate Growth (ACG), The ESOP Association, and the National Center for Employee Ownership (NCEO). Nick has been a featured speaker for these organizations on employee ownership and valuation issues. He also regularly presents to management teams, boards of directors, ESOP trustees, and employee groups.

Nick is an Accredited Senior Appraiser (ASA) designated in Business Valuation by the American Society of Appraisers. He is also a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

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Matt is an investment banker in Chartwell’s corporate finance practice, where he is responsible for deal origination, relationship management, and transaction execution. He has over 25 years of experience providing strategic, mergers & acquisitions, and capital raising advice to public and private companies and their boards of directors, CEOs, and CFOs in a variety of industries. Matt supports the growth and leadership of the firm’s industry verticals in the architecture/engineering (AE) and construction markets as well as Chartwell’s corporate finance efforts across the Western region.

Professional Certification

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

Professional Experience

Prior to Chartwell, Matt’s experience includes M&A advisory roles both in house and at investment banks. Among his prior roles are Head of Southern California Client Coverage for Wells Fargo Securities, Partner at Moelis & Company, Senior Vice President of Mergers & Acquisitions for AECOM, and Founder of Capital and Consulting, LLC.

Earlier in his career, Matt worked at Barrington Partners, UBS Investment Bank, Credit Suisse First Boston (Donaldson, Lufkin & Jenrette), and Deutsche Bank Alex Brown (BT Alex Brown).

Tim leads Chartwell’s ownership advisory practice, helping privately-held and mature ESOP-owned companies understand, evaluate, design, and implement strategic alternatives for the next stage of the business’ life cycle. He also helps mature ESOP-owned companies establish financial disciplines to assure long-term sustainability. Tim’s legal, tax, and administrative experience allows him to design creative yet practical solutions that optimize benefits for clients. He has been helping privately-held business owners and management since 1987.

Professional Involvement

Tim is an active member of The ESOP Association and the National Center for Employee Ownership (NCEO). He is also a member of the American Council of Engineering Companies (ACEC), where he currently serves on the Affiliate Advisory Committee. Tim is a nationally known speaker and writer on ESOPs.

Professional Experience

Tim started his consulting career as a corporate tax and ESOP attorney. He then led Ernst & Young’s National ESOP Consulting Practice, where he was instrumental in shaping innovative S Corporation ESOP structures. Tim also led Principal Financial Group’s ESOP Consulting Practice, one of the largest ESOP administration and consulting practices in the country.

Michael is an investment banker in Chartwell’s corporate finance practice and leads the firm’s advisory activities in the aerospace, defense, and government services sector. Additionally, he is responsible for brand development, relationship management, and transaction execution in the Southeast. Michael has over 20 years of corporate finance, management consulting, and organizational leadership experience, advising publicly- and privately-owned companies and their owners on a wide range of strategic finance, transaction, and operational improvement mandates.

Professional Involvement & Certification

Michael is a member of the Association for Corporate Growth (ACG), The ESOP Association, the National Center for Employee Ownership (NCEO), and the Association of the U.S. Army (AUSA).

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

Professional Experience

Prior to Chartwell, Michael served in a variety of advisory and operating roles. He provided investment banking services to middle market clients at both Wells Fargo and Edgeview Partners (currently Piper Sandler) and served large-cap investment banking clients as a member of Wachovia’s (Wells Fargo) Leveraged Finance Group. Additionally, Michael worked as a management consultant with McKinsey & Co., guiding large-cap and government clients through Lean Management and Agile operational transformations.

Earlier in his career, Michael was an Army Aviation commissioned officer serving in leadership roles from Platoon Leader to Company Commander for V Corps in Germany and the 101st Airborne Division where he led his units in combat theatres in Albania, Afghanistan, and Iraq.

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