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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