Team Category: Valuation

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.

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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.

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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.

Rachel provides valuations of companies for a variety of purposes including estate and gift, buy/sell agreements, employee stock ownership plans, ownership transitions, and general corporate planning purposes. She has experience with complex capital structures and valuations of corporate securities issued as equity compensation to comply with IRS (IRC§ 409A) and financial reporting (ASC 718) requirements. Rachel has worked with and understands the varying needs of clients across a range of sizes and industries, with particular expertise valuing early-stage companies.

Professional Involvement

Rachel is a member of the Association for Corporate Growth. She is a Certified Public Accountant (CPA) licensed in the states of Minnesota and South Dakota. She holds membership in the Minnesota Society of Certified Public Accountants and the American Institute for Certified Public Accountants (AICPA). Additionally, Rachel is Accredited in Business Valuation (ABV) and is Certified in Financial Forensics (CFF) as granted by the AICPA. Rachel maintains certification as an Accredited Senior Appraiser (ASA) designated in Business Valuation by the American Society of Appraisers.

Rachel has won national and local industry recognition for her work in business valuation. She is a recipient of the Twin Cities Finance & Commerce Top Women in Finance Award, NACVA’s Top 40 Under 40 Award, and the AICPA’s Standing Ovation Award. Rachel has written for The Business Journals on a variety of valuation related topics and also contributes content to other industry publications.

Professional Experience

Prior to Chartwell, Rachel served as a senior manager in the valuation services practice of Baker Tilly Virchow Krause, LLP.

Tim has provided financial advisory and valuation services to privately held companies since 2007. A substantial portion of his work relates to employee stock ownership plans and providing independent financial advisory services to ESOP trustees and other corporate fiduciaries. He also has experience with corporate ESOP advisory engagements, providing services for transaction-related purposes. Throughout his career, Tim has worked with a diverse demographic of companies. In particular, he has significant experience valuing construction companies.

Professional Involvement & Certification

Tim is an active member of The ESOP Association, where he currently serves on the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership (NCEO) and has been a featured speaker at national, regional, and local events on employee ownership and valuation issues. Tim also regularly presents to management teams, boards of directors, ESOP trustees, and employee groups.

Tim is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

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Collin is a leader in Chartwell’s valuation and transaction opinions practice, focusing primarily on employee stock ownership plans. He joined the firm in 2012 and is experienced in providing independent financial advisory services to ESOP trustees and other corporate fiduciaries. Collin is passionate about employee ownership and partnering with boards of directors, management teams, and other transaction counterparties. Throughout his career, Collin has worked within a diverse array of industries and has extensive experience valuing general and specialty construction contractors and manufacturers.

Collin is passionate about mentoring the next generation of finance professionals. He co-leads Chartwell’s on-campus recruiting and new analyst training and development programs. Collin is a student mentor for the University of St. Thomas Aristotle Fund, a student-run investment fund.

Professional Involvement & Certification

Collin is an active member of The ESOP Association, the National Center for Employee Ownership (NCEO), and the Construction Financial Management Association (CFMA).

Collin is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

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John is a leader of the firm’s valuation and transaction opinions team. He conducts valuations in connection with business succession, ESOPs, estate and gift tax matters, marital dissolutions, purchase price allocations, goodwill impairment studies, and mergers, acquisitions, and divestitures.

John is instrumental in providing financial advisory services in connection with the implementation of ESOPs. He also represents buyers and sellers of middle market companies, and has negotiated and structured complex recapitalizations, leveraged and management buyouts, corporate acquisitions, and family business transfers, to include the placement of senior and subordinated debt.

Professional Involvement & Certification

John 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 business succession and valuation issues. John also frequently speaks to employee and professional groups, boards of directors, and ESOP trustees.

John is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. He is a Master Certified Business Appraiser (MCBA) as well as a Certified Valuation Analyst (CVA) as granted by the National Association of Certified Valuators and Analysts (NACVA).

Professional Experience

Prior to Chartwell, John was President of Atlantic Management Company. John has held roles with McLaughlin Research Corporation and the United States Air Force Electronic Security Command, where he was a military intelligence analyst and served in the United States, Japan, and Greece.

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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Sandra brings a deep passion for employee ownership to her work, developed over the course of a career dedicated to helping businesses thrive through thoughtful planning, strategic guidance, and meaningful ownership transitions. As a leader of the firm’s valuation and transaction opinions team, she provides financial analysis and valuations that assess corporate risk, industry trends, budgets, and cash flows. She supports companies through ESOP transactions and related accounting, working with management to evaluate post-transaction impacts and provide ongoing consulting for existing ESOPs.

Professional Involvement & Certification

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

Sandra is a Certified Public Accountant (CPA) licensed in the state of New Hampshire. She is a Chartered Global Management Accountant (CGMA) as granted by the AICPA. She is also a Certified Valuation Analyst (CVA) as granted by the National Association of Certified Valuators and Analysts (NACVA).

Professional Experience

Prior to Chartwell, Sandra was a Managing Director at Atlantic Management Company. She also spent 15 years in public accounting, where she worked with clients on matters including financial reporting, understanding and implementing changes in accounting guidance, assessing and strengthening internal controls, and succession planning.