Managing Director
Chartwell Financial Advisory
Minneapolis, MN
Wil is a leader in Chartwell’s corporate finance practice and has provided financial advisory services to privately held businesses for 30+ years. He focuses on providing ownership transition strategies to middle-market companies, including the execution of traditional M&A processes for both sell-side and buy-side transactions. Wil provides corporate consulting services to both private and ESOP-owned companies within a variety of industry sectors. Wil also has experience in performing valuations of privately-held companies for corporate planning, equity compensation, tax, financial reporting, and transaction-related purposes. Wil is head of Chartwell’s broker dealer affiliate CCS Transactions, LLC, and is its Chief Compliance Officer.
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Room & Board’s Journey to Employee Ownership
Wednesday, April 16, 2025
2:30 PM – 3:30 PM MST