Kevin Phelan

Kevin Phelan
Senior Analyst

PRESENT POSITION
Kevin is an investment banker in Chartwell’s Corporate Finance practice.  He focuses on executing traditional sell-side M&A processes with strategic and private equity buyers, capital markets transactions, and ESOP-related ownership transitions.  He has particular expertise in originating and executing capital markets transactions, including the placement of senior secured, mezzanine, unitranche, and equity financings.  Kevin provides a broad range of services throughout transactions, including valuation and cash flow modeling, creating marketing materials, and managing due diligence processes.  He has worked on numerous transactions in a broad range of industries, including the industrial, business services, financial services, entertainment, and technology industries.

 

MEMBERSHIPS AND DESIGNATIONS

Kevin is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

 

PRIOR EXPERIENCE AND EDUCATION

Prior to joining Chartwell, Kevin was an analyst in the Transportation & Logistics Corporate Finance Group at Regions Securities in Charlotte, North Carolina, where he supported the origination and execution of capital markets transactions in the sector.

 

Kevin graduated magna cum laude with a Bachelor of Arts degree in economics and political science from Susquehanna University.  While at Susquehanna, Kevin was a member of the golf team and served as its captain during his senior year.