Chartwell is pleased to announce D.P. Nicoli, Inc. has completed a recapitalization transaction with a newly formed ESOP.

Sam Callen

Sam performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Sam also studies the economic and industry conditions that can impact a company’s financial statements.

Sam began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

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