Chartwell Financial Advisory

Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. As we pursue our vision of being the most highly respected and sought-after financial advisory firm serving the middle market, Chartwell’s strategy has been to expand the breadth and depth of our team’s expertise so we can provide our clients best-in-class […]

After 15 months of sheltering in place and surviving the global COVID-19 pandemic, Chartwell is happy to share that we have officially returned to our offices! Following thousands of virtual meetings, we are thrilled to be back together in person. We are fortunate that our team could proficiently work from home during this seemingly endless […]

Please join us in congratulating Chris Staloch on his 25-year work anniversary at Chartwell! Chris has contributed to the firm’s success in many ways since he joined in August 1997, serving clients across the country as well as his fellow team members. Some of Chris’s milestones include growing professionally in the firm from analyst up […]

Please join us in congratulating Matt Schubring on his 25-year work anniversary at Chartwell! Matt has been a significant contributor to the firm’s success since he joined in June 1999. From an analyst to a managing director, Matt has performed thousands of business valuations, advised management teams on ownership strategies, and presented at countless association […]

Learn more about available job positions at Chartwell Financial and join our dedicated and hardworking team.

In order to understand the accounting alternative for amortizing goodwill, it first makes sense to define goodwill and explain how it is created. Goodwill is an asset representing future economic benefits arising from other assets acquired in a business combination that are not individually identified and separately recognized.[1] In other words, goodwill is the amount […]

The purpose of this chapter is to describe alternative financing sources for transactions involving ESOP-owned companies.

Our ability to advise clients through special situations is backed by decades of financial restructuring experience.

Amanda is a leader in Chartwell’s consulting practice, where she advises privately held companies with a special focus on ESOP-owned businesses. Amanda brings robust experience in financial modeling and analysis, ownership strategy, corporate development, leadership, and communication. Her ability to lead through complex situations, drive process improvements and strategic initiatives, and nurture collaborative relationships empowers […]

Matt is a leader in Chartwell’s consulting practice, where he advises clients on executive compensation matters. He works with business owners, boards of directors and management teams to align business, talent, and compensation strategies, with a special focus on equity and long-term incentive plan design. Matt has unique experience advising clients on market pay competitiveness […]

Michael is a member of the firm’s valuation and transaction opinions team. His work covers ESOP assignments, estate and gift planning and reporting, income tax matters, marital dissolutions, shareholder transactions, and M&A. In addition to providing expert witness testimony in commercial arbitration, he advises clients on purchase price allocations, transaction advisory assignments, and other consulting […]

Michael is a senior advisor to Chartwell and its clients on special situations including, debt restructurings, public company M&A, and other specialty areas. With more than 30 years of experience in the investment banking and insurance industries, he also assists on numerous corporate finance engagements by utilizing his extensive background in M&A and leveraged finance. […]

At Chartwell, our financial advisory services focus on the needs, objectives, and long-term best interests of your business.

A culture of growth fueled by intellectual curiosity, collaboration, and respect for all These core values are the foundation of our firm; they unite our team and fuel our mission to deliver the most creative, unbiased, and responsible solutions in the financial advisory industry. We believe skillful, original thinking by a diverse team with complementary […]

Chartwell is strategically located throughout the country and are ready to meet your needs instantly, no matter what time zone you’re in.

Developing and rewarding female leaders and professionals Our WILD group creates opportunities for candid conversations about how to build each other up as we progress through our careers. Through discussions and activities, we provide mentoring opportunities, leadership development, and networking focused on topics of importance to women.

If you have a question about any of our services or are interested in learning more about the firm, please do not hesitate to contact us!

Chartwell is a national leader in financial advisory committed to helping your business achieve sustainable results.

Revised February 5, 2024 and effective February 5, 2024 Introduction Chartwell Financial Advisory, Inc. and CCS Transactions, LLC (collectively, “Chartwell”, “We”, “Our”, or “Us”) is providing this Chartwell Human Resources Privacy Notice (“HR Privacy Notice”) to give its California employees, job applicants, contractors, and other individuals whose Personal Information is collected for human resources purposes […]

Chartwell Financial Advisory, Inc. and CCS Transactions, LLC (collectively, “Chartwell”, “We”, “Our”, or “Us”) value Your (“You” or “Your”) privacy and are committed to complying with the applicable data privacy and security requirements in the states in which We operate. This Privacy Policy (“Privacy Policy”) describes how We collect, process, and share Personal Data, Your […]

1.      Acceptance of the terms of service IMPORTANT! PLEASE READ CAREFULLY. By using and/or visiting the Service as defined below, you accept and agree to these Terms of Service (“TOS”) and the Privacy Policy (available at https://chartwellfa.com/privacy-policy/), which is incorporated by reference into these TOS. These TOS constitute a legal agreement between you, Chartwell Financial Advisory, Inc., […]

Chartwell is a national leader in financial advisory committed to helping your business achieve sustainable results.