Managing Director
Chartwell Financial Advisory, Inc.
Portsmouth, NH
John is a leader of the firm’s valuation and transaction opinions team. He conducts valuations in connection with business succession, ESOPs, estate and gift tax matters, marital dissolutions, purchase price allocations, goodwill impairment studies, and mergers, acquisitions, and divestitures.
John is instrumental in providing financial advisory services in connection with the implementation of ESOPs. He also represents buyers and sellers of middle market companies, and has negotiated and structured complex recapitalizations, leveraged and management buyouts, corporate acquisitions, and family business transfers, to include the placement of senior and subordinated debt.
Disclosure information not submitted.
Managing Repurchase Obligations for a Mature ESOP
Wednesday, April 8, 2026
2:45 PM - 3:45 PM CDT