Managing Director
Chartwell Financial Advisory
Chicago, IL
Dan provides leadership in the execution of debt/equity capital raising transactions and sales of privately held businesses to strategic acquirers, private equity firms, and employee stock ownership plans. Dan has worked on a myriad of successful M&A, capital markets, and ESOP transactions within a variety of industries. Prior to Chartwell, Dan was an investment banker with BMO Capital Markets’ Mergers & Acquisitions group. He is an active member of The ESOP Association and the National Center for Employee Ownership.
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Mature ESOP Issues: All Grown Up…How to Grow?
Monday, April 14, 2025
1:00 PM – 4:00 PM MST