Team Category: Valuation

Nick has worked in financial analysis and accounting since 2014. He assists in the valuation of operating companies, family limited partnerships, and limited liability companies for a variety of purposes, including employee stock ownership plans, corporate planning, estate and gift tax, financial reporting, and merger and acquisitions.

Professional Experience

Prior to Chartwell, Nick was a senior manager at Legacy Equity Valuations. His preceding time was spent as a senior analyst at Moss Adams LLP in the business valuation department and also in accounting and operations roles with Seattle Children’s Research Institute. Nick was a member of the U.S. Air Force from 2006-2010 as a linguist before honorably separating.

Jeff joined Chartwell in 2015 and is a leader in the firm’s valuation and transaction opinions practice. He has experience advising privately held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. He has expertise in financial modeling, cash flow analysis, and the analysis of guideline public companies and M&A markets.

Jeff is passionate about mentoring the next generation of finance professionals and assists with the training and development of the firm’s new analysts.

Professional Involvement & Certification

Jeff is an active member of The ESOP Association, where he regularly attends local, regional, and national conferences focused on employee ownership. He is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers.

Josh joined Chartwell in 2016 and is a leader in the firm’s valuation and transaction opinions practice. He has experience advising privately held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. Josh has advised clients on engagements across all of Chartwell’s service lines throughout his career with the firm, providing him with a strong understanding of corporate finance methodologies, transaction structures, capital structures, and a proficiency in analyzing financial statements.

Josh is passionate about mentoring the next generation of finance professionals and assists with the training and development of the firm’s new analysts.

Professional Certification

Josh 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.}

Adam provides valuation services related to employee stock ownership plans, equity compensation, capital structure, and financial reporting. He is skilled at cash flow modeling, the analysis of public market guideline companies, merger and acquisition markets, and evaluating the industry and economic conditions that impact a company’s operations.

Professional Certification

Adam is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Portland. He also holds FINRA Series 7 and 66 licenses.

Professional Experience

Prior to Chartwell, Adam was an institutional consulting analyst at Morgan Stanley. As a member of the institutional investment consulting team, he served middle-market firms across various industries with corporate retirement plans, endowments, foundations, and cash pooling solutions.

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

Luke joined Chartwell in 2018 and is a leader in the firm’s valuation and transaction opinions practice. He provides valuation and financial advisory services related to employee stock ownership plans, mergers & acquisitions, financial reporting, and other closely held business needs. He is skilled at cash flow modeling, corporate due diligence, public and M&A market analysis, and evaluating the industry and economic conditions that impact a company’s operations.

Luke is passionate about mentoring the next generation of finance professionals and leads Chartwell’s new analyst training and development program. He began his career at Chartwell as a participant in the firm’s internship program.

Cory is a member of the firm’s valuation and transaction opinions team. He provides financial advisory services that help business owners make informed decisions by blending deep financial analysis with practical insight into company-specific risks, industry dynamics, and transaction strategy.

Cory has advised clients on all aspects of ownership transition, including third-party sales, management buyouts, and ESOPs. He has led successful transactions involving private and publicly traded buyers and frequently works on both the sell-side and buy-side of M&A deals. His valuation expertise enhances his ability to support clients through complex negotiations, especially in structuring deals that align with financial and personal goals.

Professional Involvement & Certification

Cory 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 valuation issues. Cory frequently speaks to employee and professional groups, boards of directors, and ESOP trustees. Cory also participates in the Alliance of Merger & Acquisition Advisors (AM&AA).

Cory is a Certified Valuation Analyst (CVA) as granted by the National Association of Certified Valuators and Analysts (NACVA). He is a recipient of the NAVCA 30 Under 30 Award.

Professional Experience

Prior to Chartwell, Cory was a Manager at Atlantic Management Company.

Sam has experience advising privately held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. As a member of Chartwell’s construction vertical, Sam has extensive experience valuing general and specialty contractors.

Professional Involvement

Sam is an active member of the Construction Financial Management Association (CFMA) and regularly attends CFMA Twin Cities chapter events.

Professional Experience

Prior to Chartwell, Sam was a credit analyst at CIBC Bank USA where he underwrote loans for middle-market companies and performed cash flow analysis for distressed loans. He also spent time as an associate on the private equity investments team at Thrivent.

Dan has over thirteen years of experience in business valuation and public accounting. He performs valuation analyses for a variety of purposes including shareholder disputes, purchase price allocation, intangible asset appraisal, goodwill impairment, and tax compliance. Dan also has experience calculating economic damages, including lost profits, diminution of value, and unjust enrichment on behalf of plaintiffs and defendants. Throughout his career, Dan has worked with companies across a diverse array of industries.

Professional Certification

Dan is a Certified Public Accountant (CPA) licensed in the state of Florida and holds membership in the American Institute of Certified Public Accountants. Additionally, Dan is Accredited in Business Valuation (ABV) as granted by the AICPA.

Professional Experience

Prior to Chartwell, Dan held associate roles at B. Riley Advisory Services (formerly GlassRatner) and Stout. He began his career as an auditor at a regional public accounting firm.

Jake is a member of Chartwell’s valuation and transaction opinions team, supporting senior members of the firm with client engagements and project management. He performs analysis related to valuations of privately held middle-market companies for financial reporting, gift, estate, and other tax purposes. Jake is well-versed in the appraisal of intangible assets and performing purchase price allocations as well as cash flow modeling in support of ownership transition planning.

Professional Experience

Jake is a Certified Public Accountant (CPA) licensed in the state of Minnesota. He is Accredited in Business Valuation (ABV) as granted by the American Institute for Certified Public Accountants (AICPA).

Professional Experience

Prior to Chartwell, Jake spent seven years at CliftonLarsonAllen LLP performing business valuations for clients across a wide variety of industries.

Sam performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Sam also studies the economic and industry conditions that can impact a company’s financial statements.

Sam began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.