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Nick Braun

Nick joined Chartwell in 2007 and leads the firm’s Portland office. He provides financial advisory and valuation services to the middle market, with extensive valuation experience related to fairness opinions, employee stock ownership plans, corporate planning, and shareholder liquidity alternatives. Nick also has significant experience in corporate finance engagements, including transaction advisory and corporate development. He works with clients across the United States, covering a broad scope of size, industries, and capital structures.

Professional Involvement

Nick is an active member of the Association for Corporate Growth, The ESOP Association, and the National Center for Employee Ownership. Nick has been a featured speaker for these organizations on employee ownership and valuation issues. He also regularly presents to management teams, boards of directors, ESOP trustees, and employee groups.

Nick is an Accredited Senior Appraiser (ASA) designated in Business Valuation by the American Society of Appraisers. He is also a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Authored Resources


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