Ryan is an investment banker in Chartwell’s corporate finance practice. He focuses on capital markets transactions including the placement of asset-based revolvers, senior secured cash flow loans, split lien term loans, unitranche structures, second lien, mezzanine, and equity investments for both sponsored and non-sponsored clients. Over his career, Ryan has worked on transactions in support of both growth and value-oriented investment strategies in a wide array of industries with deals closed in the business services, industrial, distribution, healthcare, and technology sectors.
Professional Involvement & Certification
Ryan is a member of the Association for Corporate Growth (ACG), where he currently serves on the Executive Committee of the Board of Directors for the Chicago chapter and is co-chair of the Programming & Content vertical for the entire chapter. He is also a member of the National Center for Employee Ownership (NCEO).
Ryan is designated as a Certified Public Accountant (CPA). He is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.
Professional Experience
Prior to joining Chartwell, Ryan was a Managing Director at LBC Credit Partners. He was responsible for sourcing, structuring, negotiating, documenting, and closing senior and junior debt investments for both sponsored and non-sponsored financings in support of LBOs, recapitalizations, refinances, and add-on acquisitions. Ryan also served as a rotational member of the firm’s Investment Committee.
Prior to LBC, Ryan was a Director at OFS Capital where he originated and executed new business opportunities with both sponsor and non-sponsored clients. At OFS, Ryan was also a portfolio manager responsible for overseeing a team of account officers and directly managing investments.
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Matt leads Chartwell’s valuation practice. He has provided financial advisory services to privately-held companies for over 25 years for a wide variety of purposes. In addition to providing valuation services for corporate planning, financial reporting, gift and estate planning, and tax planning, Matt is an expert on valuation issues related to employee stock ownership plans and ESOP sustainability. He advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues for ESOPs, mergers & acquisitions, divestitures, and general corporate related purposes. His valuation opinions have withstood scrutiny by the Internal Revenue Service and the Department of Labor.
Professional Involvement & Certification
Matt is an active member of The ESOP Association, where he currently serves as a member of the Valuation Advisory 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 employee ownership and valuation issues. He also frequently speaks to employee and professional groups, boards of directors, and ESOP trustees.
Matt is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. Matt is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.
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Joe has provided valuation, corporate finance, and consulting services to privately-held companies since 2004. Much of his professional career has been dedicated to providing independent financial advisory services to boards of directors and ESOP trustees. Joe has worked on many M&A transactions, representing both buyers and sellers. He also has experience advising clients on ownership transition alternatives as well as helping mature ESOPs operate sustainably.
Joe leads Chartwell’s architecture and engineering industry vertical, which has grown to serve more than 150 clients over the years. Decision makers seek out his expertise and experience advising employee-owned AE firms in financial matters. Joe is passionate about advancing the business of engineering and educating people about the value of employee ownership.
Professional Involvement & Certification
Joe is a member of the American Council of Engineering Companies (ACEC), the National Center for Employee Ownership (NCEO), and The ESOP Association. He has presented a variety of valuation related topics at conferences across the country.
Joe is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Minnesota. He is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.
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