Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.

Tyler Jacobs

Tyler 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. Tyler also studies the economic and industry conditions that can impact a company’s financial statements.

Professional Experience

Prior to Chartwell, Tyler was an investment analyst at RVK, Inc. where he was responsible for preparing performance reports, policy reviews, fund profiles, fee analysis, and risk analysis.

Authored Resources

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