Michael Mason

Michael is a member of Chartwell’s corporate finance practice. He supports mergers and acquisitions, capital raises, and ESOP-driven ownership transitions for privately held businesses and financial sponsors. Michael contributes across all phases of the transaction process—from strategic analysis and valuation through marketing, negotiations, and closing. He brings experience in financial modeling, corporate valuation, and transaction structuring, and leads the development of client presentation materials and coordination of due diligence efforts. Michael has worked with clients across a range of industries, including technology, financial services, and business services.

Professional Certification

Michael is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Minnesota. He is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 52, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Michael was an Acquisitions Lead at SureSwift Capital where he developed relationships with prospective acquisition targets and evaluated SaaS investment opportunities. He also spent time as a Banking Associate at Northland Securities underwriting large commercial loan participations.

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