Michael Mason

Michael 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. Michael has experience performing financial analyses, including valuation and cash flow modeling, as well as creating marketing materials and facilitating the due diligence process.

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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