Nick joined Chartwell in 2007 and leads the Portland office, serving client needs on the West Coast and across the country. He provides financial advisory and valuation services to the middle market, with extensive valuation experience related to Employee Stock Ownership Plans, fairness opinions, general corporate planning, shareholder liquidity alternatives, and other valuation purposes.
Nick also has significant experience in corporate finance engagements, including transaction advisory, capital structure assessments, and corporate development. He works with a variety of companies in a broad scope of sizes, operations, industries, and capital structures.
Nick is an active member of The ESOP Association, the National Center for Employee Ownership, and the Association for Corporate Growth. Nick has been a featured speaker for these organizations on ownership and valuation issues. He also regularly presents to management teams, boards of directors, ESOP Trustees, and employee groups.
Nick is an Accredited Senior Appraiser (ASA) designated in Business Valuation by the American Society of Appraisers. He is also a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.
Nick holds a Bachelor of Arts degree in finance and economics from the University of St. Thomas.