What is a Purchase Price Allocation? This type of valuation is used for financial reporting purposes and typically allocates the purchase price from a transaction across three main asset categories: net working capital, tangible assets, and intangible assets.

Michael McFadden

Michael is a member of Chartwell’s consulting team and supports senior members of the firm with the execution of executive compensation-related client engagements. He also advises companies on a wide range of topics including strategic alternatives, employee stock ownership plans, and strategies for long-term sustainability. He works with business owners, management teams, and boards of directors to provide a holistic perspective of a company’s financial position and future capital claims.

Professional Certification

Michael is registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses. He also holds the Securities Industries Essentials (SIE) certificate.

Professional Experience

Prior to Chartwell, Michael was a client associate at Vanguard where he assisted with opening new retirement and non-retirement accounts, facilitated account decision-making, and utilized research databases to initiate transfer of assets.

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

Upcoming Events


Back to top