Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.

Alternative Investments & Assets

Our analytical sophistication delivers a work product focused on complex valuation issues.

We have significant experience with complex modeling to accommodate audit review and guidance. Chartwell has particularly unique experience working with early-stage and emerging companies.

Areas of Expertise

  • Complex securities
  • Portfolio valuation
  • Synthetic equity
  • Option plans
  • Convertible debt

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From the Experts


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