Sam Newcomb
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 has worked with clients in a wide range of industries and has particular experience working with companies in the construction sector.
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.