Nick Braun

Nick Braun
Vice President

PRESENT POSITION
Originally joining Chartwell’s Minneapolis office in 2007, Nick moved to our Portland office in 2013 to assist in expanding the firm’s presence on the West Coast.  Nick now leads the Portland office, serving client needs 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.

 

MEMBERSHIPS AND DESIGNATIONS
Nick is an active member of The ESOP Association, the National Center for Employee Ownership, and the Association for Corporate Growth.  He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. 

 

Nick regularly presents to management teams, boards of directors, ESOP Trustees, and employee groups. He has been a featured speaker for The ESOP Association and the National Center for Employee Ownership on employee ownership and valuation issues.

 

PRIOR EXPERIENCE AND EDUCATION
Nick holds a Bachelor of Arts degree in finance and economics from the University of St. Thomas.