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.

Diego Smith

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.

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