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Matt leads Chartwell’s Capital Structure and Optimization practice, helping companies make informed capital allocation decisions. As part of this practice, Matt has been involved in structuring complex transactions, including relevering and restructuring ESOP companies. He also has extensive experience assisting business owners in the transfer of ownership to family members, management teams and third parties. His valuation opinions have withstood scrutiny by the Internal Revenue Service and the Department of Labor.
He has provided financial advisory services to privately held companies since 1999. Much of his professional career has been dedicated to Employee Stock Ownership Plans and providing independent financial advisory services to ESOP Trustees and other corporate fiduciaries.
Matt frequently speaks to employee and professional groups, boards of directors, and ESOP Trustees. He has also been a featured speaker for The ESOP Association and the National Center for Employee Ownership on employee ownership and valuation issues.
Matt is an active member of The ESOP Association, National Center for Employee Ownership, and American Society of Appraisers. He is an Accredited Senior Appraiser. Matt holds a Bachelor of Arts degree in finance, with honors, from the University of St. Thomas.
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