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.

Michael Dilly

Michael is a member of the firm’s valuation and transaction opinions team. His work covers ESOP assignments, estate and gift planning and reporting, income tax matters, marital dissolutions, shareholder transactions, and M&A. In addition to providing expert witness testimony in commercial arbitration, he advises clients on purchase price allocations, transaction advisory assignments, and other consulting projects.

Professional Certification

Michael is a Certified Public Accountant (CPA) licensed in the state of Kentucky. He is also Accredited in Business Valuation (ABV) as granted by the AICPA.

Professional Experience

Prior to Chartwell, Michael was a Manager at Atlantic Management Company. Earlier, he worked in public accounting with a primary focus on business valuation. He also spent time as a financial analyst, where he performed financial modeling and feasibility analyses for start-up companies in the energy sector and for nonprofit organizations.

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