Chartwell is pleased to announce its 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.

Cory Melnick

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.

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