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Josh Graff

Josh joined Chartwell in 2016 and is a member of the firm’s valuation and transaction opinions team. He 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. He has expertise in financial modeling, cash flow analysis, and the analysis of guideline public companies and M&A markets.  Throughout his career, Josh has worked with companies in a diverse array of industries across the United States.

Josh is passionate about mentoring the next generation of financial professionals and co-leads Chartwell’s internship program, where he supervises the education and output of the firm’s financial analyst interns.

Professional Involvement

Josh is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Authored Resources


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