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 advisory activities across the Southeast region. He 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. Michael is responsible for brand development, relationship management, and transaction execution in the Charlotte, Atlanta, Washington DC, and greater Florida major metropolitan areas.
Professional Involvement & Certification
Michael is a member of the Association for Corporate Growth (ACG), The ESOP Association, and the National Center for Employee Ownership (NCEO).
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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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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