Thomas Koehn

Thomas Koehn
Senior Analyst

PRESENT POSITION

Tommy performs analysis related to valuations of privately held middle-market companies, including companies with Employee Stock Ownership Plans.  He is skilled in the areas of gathering due diligence information and analyzing guideline public companies, as well as examining merger and acquisition markets.  Tommy also studies the economic and industry conditions that can impact a company’s financial statements.

 

PRIOR EXPERIENCE AND EDUCATION

Before joining Chartwell, Tommy was an analyst at CliftonLarsonAllen in the Specialized Advisory Services group, where he executed business valuations for privately-held companies in various industries.  He also has experience as an M&A analyst with Sunbelt Business Advisors, where he gained experience in evaluating and executing main street and lower middle-market transactions.

As an undergraduate student, Tommy spent a semester studying international business in London, England.  While abroad, he interned at a boutique wealth management firm and conducted research and analysis for real estate investment opportunities.  Tommy holds a Bachelor of Science in Business degree in finance with a minor in entrepreneurial management from the Curtis L. Carlson School of Management at the University of Minnesota.