The entire Chartwell team recently gathered in Minneapolis for our annual summer charity day, where we supported Feed My Starving Children for a meal-packing event!

Position: 1-Managing Directors

Steve Nelson

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

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 and Construction Financial Management Association. 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.

Matt Schubring

Matt leads Chartwell’s valuation practice. He has provided financial advisory services to privately-held companies for over 20 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

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. 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.

Joe Skorczewski

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 practice, which has grown to serve more than 100 clients over the years. Decision makers seek out Joe for his expertise and experience advising AE firms owned by their employees in financial matters. Joe is passionate about advancing the business of engineering and educating people about the value of employee ownership. 

Professional Involvement

Joe is a member of The ESOP Association, the National Center for Employee Ownership, and the American Council of Engineering Companies (ACEC). 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.

Chris Staloch

Chris has been with Chartwell for 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

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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