Chartwell recently celebrated our annual summer charity day! Our entire team spent time at Feed My Starving Children.

Nate Dykes

Nate joined Chartwell in 2016 and is a member of the firm’s valuation and transaction opinions practice. He is experienced in providing independent financial advisory services to ESOP trustees and other corporate fiduciaries as well as in advising management teams, boards of directors, and shareholders on a wide range of topics including strategic alternatives, mergers & acquisitions, and ESOP transactions.

During his career at Chartwell, Nate has had experience in all of the firm’s service lines, providing him with a comprehensive knowledge of capital structures, valuation methodologies, and transaction structures. He has assisted in the structuring and execution of fairness opinion analyses regarding numerous transactions across a broad range of industries, including industrial, business services, technology, distribution, construction, architecture and engineering, and consulting services.

Professional Involvement

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

Authored Resources


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