Chartwell is proud to sponsor the Rocky Mountain Chapter of The ESOP Association and the Texas/Oklahoma Chapter of The ESOP Association's Regional Conference on March 27-28 in Phoenix, Arizona. Tim Lang?will answer “Top Questions the Board & Management Should Be Asking About Their ESOP”, Marissa Semple?will discuss “Diving into Distribution Policy”,?and Jeff Anderson, ASA?will cover “Valuation Basics”. Steve Nelson and Lucas Pelner will also attend. Learn more at https://lnkd.in/eVu5nbeJ
Chartwell Financial Advisory
金融服务
Minneapolis，MN 2,106 位关注者
Chartwell is a national leader in financial advisory working with middle-market companies across the U.S.
关于我们
You make decisions every day that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry. Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.
- 网站
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https://www.chartwellfa.com
Chartwell Financial Advisory的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Minneapolis，MN
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Mergers & Acquisitions、Transaction Opinions、Business Valuations、Financial Advisory、Capital Markets、Ownership Transition、Employee Stock Ownership Plans、Financial Restructuring、Compensation Consulting、Corporate Sustainability、ESOP Repurchase Obligation、Executive Compensation Consulting和Financial Restructuring
地点
Chartwell Financial Advisory员工
动态
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Tina Langlois will present “ESOP 101” and “Plan Design & Funding Decisions Throughout the ESOP Lifecycle” at The Pennsylvania / Delaware Chapter of The ESOP Association's Spring Conference. Michael McFadden will also attend on March 25-26 in Lancaster, Pennsylvania. Learn more at https://lnkd.in/eCjfVJax
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We are Hiring! 2026 Investment Banking Summer Interns. Apply by March 28 for consideration. For questions reach out to Nu Yoon https://lnkd.in/gTmnMAQG
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Chartwell is a proud sponsor of the Illinois Chapter of The ESOP Association's Spring Conference! Daniel Kaczmarek will present “Current and Future Valuation Trends” and Austin Piech will also attend. Learn more at https://lnkd.in/eX92K4mC
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Chartwell is proud to sponsor the Northwest Chapter of The ESOP Association's Spring Conference in Spokane, Washington on March 13-14. Nick Braun?will present “Overcoming Challenging Internal Issues” and?Adam Hijazi, CFA?will discuss “M&A Insights for ESOPs: Adapting to Economic & Regulatory Shifts”. Be sure to connect with Nick Aberle and Olivia Kowalski! Learn more at https://lnkd.in/eYPAH-y9
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Chartwell is a proud sponsor of the Southeast Chapter of The ESOP Association's Spring Conference on March 12-13 in Atlanta, GA. Join?Matt Keene as he presents “Compensation Strategies for ESOPs”. Connect with Dan Uitti, CPA and Christopher Ham. Learn more at https://lnkd.in/ey4Ek8tC
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Ashleigh Newlin will present will present “ESOP Repurchase Obligation Basics” at the New England Chapter of The ESOP Association's Spring conference in Nashua, New Hampshire on March 12-13. Learn more at https://lnkd.in/ek6se3GH
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Chartwell is proud to sponsor the New England Chapter of The ESOP Association's Board of Directors and Trustee Conference on March 11-12 in Nashua, New Hampshire! Don't miss Ashleigh Newlin's presentation on ESOP 101. Learn more at https://lnkd.in/e-n-bq7k
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Chartwell is proud to sponsor ACG Portland's 2025 Cup Northwest on March 7 in Portland, Oregon. Nick Braun, Adam Hijazi, CFA, and Olivia Kowalski?will attend this finance-related case study competition between Oregon and Washington colleges. Learn more at https://lnkd.in/ecB6J2hj
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Chartwell is proud to sponsor the Heart of America Chapter of The ESOP Association's Spring Conference on March 5-6 in Overland Park, Kansas. Tim Lang will present “Navigating a New ESOP Transaction: Key Players, Processes, & Negotiation Considerations” at this educational and networking event.?Ryan Graham, Michael Fischer, CFA, and Austin Piech?will also attend. Learn more at https://lnkd.in/ePRCH89a
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