We are pleased to announce that Legacy Equity Valuations has joined Chartwell, adding a Seattle presence to the firm.

Matt Daniels

Matt is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Matt has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

Professional Certification

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

Check the background of this investment professional on FINRA’s BrokerCheck.

Authored Resources


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