Chartwell's Risk Mitigation platform will help companies assess and manage financial risks related to valuations, Employee Stock Ownership Plans (ESOPs), management or stockholder transitions, sales transactions, and executive leadership retention. Chapman will consult with and assist companies in the assessment, sourcing, pricing, and servicing of corporate-owned insurance programs. He will help quantitatively and qualitatively evaluate the use of insurance vehicles as a tool to manage risk, minimize exposure, and optimize long-term success.
Chapman joins Chartwell following a 25-year career with Clark Consulting, where he served as CEO of the banking industry's largest distributor and administrator of executive benefit plans and bank owned life insurance programs. Chapman oversaw all operations, guided a national sales organization, and helped lead his company to a successful public offering. He then went on to consult with privately held middle-market companies, helping equip executive leaders, build healthy corporate cultures, and inspire growth through the pursuit of personal excellence.
About Chartwell Financial Advisory
With six offices across the country, Chartwell is a national leader in financial advisory for privately held middle-market companies. Since 1995, the firm has provided creative, responsible, and unbiased advice and solutions to help companies, stakeholders, and fiduciaries achieve their goals and objectives. Chartwell's services include providing counsel related to strategic alternatives, executive compensation, sustainability, buy- and sell-side M&A, capital markets, transaction opinions, and valuations for a variety of purposes including corporate planning, ESOPs, estate and gift, and financial reporting. For more information, visit www.chartwellfa.com.
Chartwell Financial Advisory
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SOURCE Chartwell Financial Advisory, Inc.