Chartwell is excited to announce the launch of our Interim Leadership practice, where we bring the talent companies need to execute financial initiatives that support sustainable growth and value creation.
Learn More

Team Category: Managing Directors

Wil brings over 30 years of expertise in financial advisory services, with a focus on ownership transition strategies for privately held middle-market companies. He specializes in executing traditional M&A transactions on both the sell and buy sides and has a focus on guiding business owners through sales to newly formed Employee Stock Ownership Plans (ESOPs).

As an advisor for both private and ESOP-owned companies, Wil offers strategic insight into complex corporate finance matters, aiding owners, boards, and management teams in making informed strategic and financial decisions. His vast experience covers a diverse array of industry sectors, providing depth and adaptability to his advisory approach.

Professional Involvement & Certification

Wil is an active member of several professional organizations, including the Private Directors Association, The ESOP Association, and the National Center for Employee Ownership. His expertise is frequently sought after as a speaker on topics such as mergers and acquisitions, ESOPs, valuation, and ownership transition planning.

Wil maintains FINRA Series 7, 24, 63, and 79 licenses and holds the designation of Accredited Senior Appraiser (ASA) in Business Valuation from the American Society of Appraisers.

Check the background of this investment professional on FINRA’s BrokerCheck.

Chris has been with Chartwell for over 25 years and leads the firm’s consulting practice. In addition to advising management teams and boards on issues related to ownership and compensation strategies, capital structure, and valuation, he works frequently with Employee Stock Ownership Plans, providing independent financial advisory services to ESOP trustees and other corporate fiduciaries.

Chris has significant experience in the architecture, engineering, government contractor, and construction markets, having led these industry verticals for Chartwell for many years.

Professional Involvement & Certification

Chris is a member of the American Council of Engineering Companies (ACEC), Employee-Owned S Corporations of America (ESCA), the National Center for Employee Ownership (NCEO), and The ESOP Association. 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.

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Check the background of this investment professional on FINRA’s BrokerCheck.

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). 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.

Check the background of this investment professional on FINRA’s BrokerCheck.

Stacy leads Chartwell’s interim leadership practice, providing seasoned professionals to execute initiatives that drive EBITDA expansion, resulting in long-term value creation. She is responsible for solving clients’ complex finance and accounting problems by pinpointing key issues and developing actionable, results-driven plans.

With over 25 years of experience in the financial advisory and services space, Stacy supports middle market companies with capital structuring, financial strategy, and transaction execution. The majority of her career has been spent working with privately held companies and private equity firms, along with their portfolio companies, to build solid financial foundations, integrate acquisitions, and prepare for growth.

Professional Experience

Prior to Chartwell, Stacy co-owned and held the President role in a high-growth business in the interim finance, accounting, and human resources space, primarily serving private equity firms. In addition, she spent a portion of her career in various roles at BMO Commercial Bank, serving mid-to-large corporate clients.

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. 

Check the background of this investment professional on FINRA’s BrokerCheck.

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.

Check the background of this investment professional on FINRA’s BrokerCheck.

Cooper leads client engagements in Chartwell’s interim leadership practice, where he serves middle market and private equity-backed portfolio companies to reduce execution risk during critical business transitions. With more than 20 years of executive leadership experience, he has led acquisitions, carve-outs, turnarounds, operational improvements, growth initiatives, and successful exits as an interim GM, CFO, and business operator. Cooper has experience partnering closely with CEOs, boards, sponsors, customers, vendors, and operating teams to deliver results in both stable and high-change environments.

Professional Experience

Prior to Chartwell, Cooper served as an interim CFO or GM and M&A advisor for multiple middle market and private equity-backed businesses, led a successful performance improvement and exit process for Super Store Industries, led business development and M&A integration for Hearthside Food Solutions in two successful exits, and helped start and sell an M&A support and interim leadership firm that was purchased by Grant Thornton. Before establishing a middle market and private equity-backed company focus, Cooper’s career foundation comes from Accenture as a consultant and completion of the Cisco Systems Financial Leadership development program.

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 architecture, engineering, and construction industry verticals as well as its 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).

Check the background of this investment professional on FINRA’s BrokerCheck.

Brady is a leader of the firm’s valuation and transaction opinions team. He specializes in the financial analysis of closely held companies and the industries with which they are allied. His analyses generate a multi-dimensional financial profile and provide an insight into the economic environment in which the companies operate. Brady has participated in a variety of valuation engagements including those conducted for ownership transition, stock options, corporate planning, and ESOPs.

Professional Involvement & Certification

Brady is an active member of The ESOP Association and the National Center for Employee Ownership (NCEO). He has been a featured speaker at national conferences held by these organizations on employee ownership and valuation issues. Brady also frequently speaks to employee and professional groups, boards of directors, and ESOP trustees.

Professional Experience

Prior to Chartwell, Brady was a Managing Director at Atlantic Management Company. He has held roles as Interim Controller for a $40 million publicly held manufacturing company, Director of Operations for the New Orleans Technology Council, and managed the budget and analysis process for a $10 billion retail office supply chain.

Want to know more? Let’s talk.

Contact us

Back to top