FOR IMMEDIATE RELEASE
Contact: Paul Halverson, CEO, CBA
612-230-3100
paul.halverson@chartwellcapitalsolutions.com
MINNEAPOLIS, MN, January 21, 2010 — In a move to further its West Coast presence, Chartwell Capital Solutions is excited to announce the addition of Pamela Steverango who will lead the firm’s new San Francisco office. Pamela is the former President and owner of Valuation Analysts, Inc. and will expand Chartwell’s investment banking, ownership transition consulting and business valuation services to the west coast region, effective January 1, 2010.
Based in San Francisco, Pamela is a leading authority and speaker on business valuation and ownership transition strategies, particularly on Employee Stock Ownership Plans (ESOPs) and other qualified ERISA plans. Pamela is a Chartered Financial Analyst and holds an MBA in Finance. She has developed an excellent reputation by serving the business valuation and financial advisory needs of privately held businesses for over 25 years.
Joining Pamela in Chartwell’s California office is Laura Cashion. Laura is also a Chartered Financial Analyst and CPA. She has provided financial advisory and valuation services to privately held companies since 1999. Laura has significant experience working with high-tech and financial services companies. Previously, she served five years at Ernst & Young LLP.
“As we looked to expand our presence in the western states, we sought a partner who exemplified Chartwell’s dedication to serving its clients. Pamela’s work philosophy and commitment to her clients aligned with Chartwell’s culture,” said Paul Halverson, Chartwell Capital Solutions CEO. “She will lend critical leadership to our continued mission at Chartwell as a premiere advisor for ownership transition.”
“My clients and professional business associates will immediately benefit from Chartwell’s expertise and depth of talent in ownership transition alternatives,” Pamela said. “They will have access to a broader range of services including valuation for equity compensation and financial reporting purposes, plus buy and sell side advisory services. Business owners are searching for advisors who can provide a strategic approach to the next stage of their companies so I am pleased to work with this talented and credible team.”
Chartwell Capital Solutions is a financial consulting firm providing business valuation and investment banking services to private business owners. The firm specializes in assisting owners of privately held companies with the evaluation of their ownership transition alternatives and executing upon their chosen strategy. The partners in the firm are recognized leaders in their respective markets who have successfully guided hundreds of business owners through their ownership transition experience.
For more information about Chartwell Capital Solutions, visit www.chartwellcapitalsolutions.com or call Christine Powell at 612-230-3100.