Chartwell Financial Advisory?

Like the title says, does anyone know of Chartwell Financial Advisory? I get the sense they are more valuation and fairness opinion providers-

List 6 locations, SF, Portland, OC, Chi, Mn, and Raleigh

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I've attended a handful of their events. They specialize in ESOP (Employee Stock Ownership Programs) and valuations. They do provide M&A services under their Corporate Finance arm, which they happen to be trying to aggressively expand at the moment. As far as reputation - I know a couple of guys that have worked there and then used that experience to lateral to some of the MM firms in my region. Definitely a great culture and provide their juniors solid technical understanding/skills to use either there or the next stop in their career.

All that being said, this is definitely a boutique shop that is trying to establish itself, works on smaller deals, and I've heard that comp is a bit less than street (~65k). I would reach out to their lead HR person - she is very kind and accommodating. Hope this helps.

 

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