Business Details
31 Years
experience
Trusted Financial Advisory Services for Sustainable Growth
Chartwell Financial Advisory is a national leader in financial advisory services, dedicated to creating sustainable organizations through strategic ownership and compensation decisions. Our consulting practice focuses on delivering long-term value for stakeholders across corporate finance transactions, transaction opinions, and valuation services. With specialized expertise in ESOP ownership since 1995, we provide tailored solutions for employee-owned companies and those exploring ownership transitions. Our multi-disciplinary team combines deep industry knowledge with practical insights to optimize capital structure, executive compensation programs, and strategic alternatives.We maintain a commitment to objectivity, delivering independent analyses and comprehensive reports that address unique client needs. Our nationally recognized valuation practice supports financial reporting requirements while fostering long-term relationships built on trust and transparency. With offices in major U.S. cities, we serve middle-market companies across diverse industries, prioritizing client satisfaction through actionable insights and measurable outcomes.
Services
Consulting
Corporate Finance
Transaction Opinions
Valuation
ESOP Expertise
Details
- Year established: 1995
Highlights and features
- We specialize in ESOP ownership solutions with 25+ years of industry experience
- Our multi-disciplinary approach optimizes capital structure and strategic alternatives
- We deliver independent transaction opinions to mitigate corporate financial risk
- Nationally recognized valuation practice serving 265+ ESOP-owned companies annually
- Our team combines large-cap investment banking expertise with personalized service
What people say
First class team
Unparalleled expertise
Trusted long-term partner
Exceptional client results
Deep market knowledge
Services
Corporate Finance
Our corporate finance services provide strategic guidance on capital structure optimization and ownership transitions. We leverage investment banking expertise to deliver independent advice on mergers, acquisitions, and capital raising initiatives. Our team specializes in creating tailored solutions that align with long-term business objectives while maximizing shareholder value.
Transaction Opinions
We deliver independent fairness and solvency opinions for corporate transactions. Our analyses help boards fulfill fiduciary responsibilities through objective assessments of transaction economics. The service includes comprehensive evaluation of financial terms and risk mitigation strategies for complex corporate initiatives.
Valuation Services
Our nationally recognized valuation practice provides precise analyses for financial reporting and transaction purposes. The service includes detailed assessment of intangible assets, purchase price allocations, and ESOP valuations. We maintain rigorous analytical standards across 265+ annual ESOP engagements.
ESOP Advisory
We offer comprehensive ESOP advisory services including transaction structuring, valuation, and ongoing consulting. Our expertise covers all aspects of employee ownership transitions since 1995. The service includes repurchase obligation forecasting and sustainability studies for long-term ESOP success.
Executive Compensation
Our executive compensation consulting aligns leadership incentives with strategic objectives. The service includes program design, equity compensation structuring, and market benchmarking. We help organizations attract and retain top talent through performance-driven compensation frameworks that support business growth.
People
Paul Halverson
CEO
With 30+ years of experience, Paul leads Chartwell's strategic vision. He specializes in complex ownership transitions and capital structure optimization, guiding companies through transformative initiatives while maintaining focus on long-term sustainability.
Matt Schubring
Managing Director
As a valuation expert with 25+ years in the field, Matt leads ESOP valuation engagements. He builds long-term client relationships through customized approaches that address unique business characteristics and market dynamics.
Nick Braun
Managing Director
Nick specializes in transaction advisory services, combining deep valuation expertise with practical insights from hundreds of completed engagements. He focuses on delivering exceptional client results through innovative financial solutions.
Richard Joseph
Managing Director
Richard provides transaction opinion services with emphasis on fairness and solvency assessments. His analytical approach helps clients navigate complex financial decisions while maintaining regulatory compliance and fiduciary responsibility.
Chris Staloch
Managing Director
Chris leads consulting engagements focused on ownership transition strategies. He develops customized solutions that balance client objectives with market realities, leveraging extensive experience across multiple industry sectors.
Questions
What industries does Chartwell specialize in?
We serve diverse sectors including manufacturing, technology, construction, business services, transportation, and distribution with tailored financial advisory solutions.
How does Chartwell approach ESOP transactions?
Our ESOP advisory services combine technical expertise with strategic guidance, focusing on long-term sustainability through customized transaction structuring and ongoing consulting.
What sets Chartwell apart from competitors?
We differentiate through deep ESOP expertise since 1995, independent analysis, and a holistic approach that prioritizes long-term organizational sustainability over short-term gains.
What valuation services do you offer?
We provide financial reporting valuations, purchase price allocations, ESOP valuations, and transaction-related analyses for both public and private companies across multiple industries.
Do you work with international companies?
While primarily focused on U.S. middle-market firms, our expertise in capital structure and ownership transitions can support international businesses exploring strategic alternatives.
