Sam Newcomb

Sam has experience advising privately held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. As a member of Chartwell’s construction vertical, Sam has extensive experience valuing general and specialty contractors.

Professional Involvement

Sam is an active member of the Construction Financial Management Association (CFMA) and regularly attends CFMA Twin Cities chapter events.

Professional Experience

Prior to Chartwell, Sam was a credit analyst at CIBC Bank USA where he underwrote loans for middle-market companies and performed cash flow analysis for distressed loans. He also spent time as an associate on the private equity investments team at Thrivent.