Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.

Michael Coppa

Michael is an investment banker in Chartwell’s corporate finance practice and leads advisory activities across the Southeast region. He has over 20 years of corporate finance, management consulting, and organizational leadership experience, advising publicly- and privately-owned companies and their owners on a wide range of strategic finance, transaction, and operational improvement mandates. Michael is responsible for brand development, relationship management, and transaction execution in the Charlotte, Atlanta, Washington DC, and greater Florida major metropolitan areas.

Professional Involvement & Certification

Michael is a member of the Association for Corporate Growth (ACG), The ESOP Association, and the National Center for Employee Ownership (NCEO).

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

Professional Experience

Prior to Chartwell, Michael served in a variety of advisory and operating roles. He provided investment banking services to middle market clients at both Wells Fargo and Edgeview Partners (currently Piper Sandler) and served large-cap investment banking clients as a member of Wachovia’s (Wells Fargo) Leveraged Finance Group. Additionally, Michael worked as a management consultant with McKinsey & Co., guiding large-cap and government clients through Lean Management and Agile operational transformations.

Earlier in his career, Michael was an Army Aviation commissioned officer serving in leadership roles from Platoon Leader to Company Commander for V Corps in Germany and the 101st Airborne Division where he led his units in combat theatres in Albania, Afghanistan, and Iraq.

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

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