Chartwell is pleased to announce its pending acquisition of Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services. Atlantic has specialized expertise in ESOPs, M&A, and business succession planning.

Webinar

Mastering Repurchase Obligation to Sustain ESOP Ownership

How can you use a capital reserve to mitigate the risk of capital calls? Why establish a capital reserve? Who is responsible? How should you fund and manage a capital reserve?

Webinar air date: 10/22/19

Paul Halverson

Paul Halverson

“I’ve had the pleasure of working with great businesses and amazing leaders for the past 30+ years. We are more passionate than ever about helping companies evaluate complex ownership and capital structure matters to make informed decisions about the long-term future."

Meet Paul


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