Chartwell is excited to announce the launch of our Interim Leadership practice, where we bring the talent companies need to execute financial initiatives that support sustainable growth and value creation.

Sung Yang

Sung is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. He has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

Professional Certification

Sung is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Sung held associate-level investment banking positions at Lincoln International and Stephens Inc. where he executed M&A, debt, and equity raise transactions. He also has experience at Embarc Advisors and Palm Tree LLC where he supported corporate development consulting for private equity businesses.

Check the background of this investment professional on FINRA’s BrokerCheck.


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