Team Category: Valuation

Luke is a member of Chartwell’s valuation and transaction opinions team, providing 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 co-leads Chartwell’s new analyst training and development program. He began his career at Chartwell as a participant in the firm’s internship program.

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.

Matt 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. Matt also studies the economic and industry conditions that can impact a company’s financial statements.

Jeff performs valuations and financial analysis of 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. Jeff also studies the economic and industry conditions that can impact a company’s financial statements.

Professional Certification

Jeff is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Seattle.

Professional Experience

Prior to Chartwell, Jeff was a senior analyst at Legacy Equity Valuations. He was also an intern at Willamette Management Associates.

Jay 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. Jay also studies the economic and industry conditions that can impact a company’s financial statements. He has extensive experience valuing companies in the business services, consumer, grocery, and manufacturing industries, among others.

Tyler 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. Tyler also studies the economic and industry conditions that can impact a company’s financial statements.

Professional Experience

Prior to Chartwell, Tyler was an investment analyst at RVK, Inc. where he was responsible for preparing performance reports, policy reviews, fund profiles, fee analysis, and risk analysis.

Diego 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. Diego also studies the economic and industry conditions that can impact a company’s financial statements.

Professional Experience

Prior to Chartwell, Diego was a Senior Analyst at Atlantic Management Company.

Jeremy 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. Jeremy also studies the economic and industry conditions that can impact a company’s financial statements.

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

Sarah began her career at Chartwell during her senior year of college when she participated in the firm’s internship program. As an undergraduate student, Sarah was an equity research analyst for her school’s endowment fund.