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.

Matt Dennison

Matt is a member of Chartwell’s corporate finance practice and is experienced in advising companies on the finance, ownership, and compensation strategies for long-term sustainability. He works on a wide range of ownership advisory engagements including strategic alternatives, ESOP transactions, and capital structure analyses. He works with business owners, management teams, and boards of directors at employee-owned companies to provide a holistic perspective of a company’s current financial position and the impact of strategic decisions on the company and key stakeholders. Matt enjoys applying his knowledge to design creative and practical solutions to best help companies achieve their objectives.

Professional Involvement & Certification

Matt is an active member of The ESOP Association and the National Center for Employee Ownership. He regularly attends local, regional, and national conferences held by both associations.

Matt is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Matt was an equity research senior associate at RBC Capital Markets, where he conducted market and company analysis, including financial modeling, equity valuation, and research reports on publicly-traded companies within the oil & gas industry. He also previously worked as an equity research associate at Northland Securities.

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

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