Wil Becker, ASA

Wil Becker, ASA
Managing Director

PRESENT POSITION

Wil is a member of Chartwell’s Corporate Finance practice, where he focuses on providing ownership transition strategies to middle market companies, including the execution of traditional M&A processes for both sell-side and buy-side transactions.  He provides corporate consulting services to both private and ESOP companies and has experience within a variety of industry sectors.

Wil also has significant experience in performing valuations of privately held companies for corporate planning, equity compensation plans, tax, financial reporting, and transaction related purposes.  Wil is head of Chartwell’s broker dealer affiliate, CCS Transactions, LLC and is its Chief Compliance Officer.

 

MEMBERSHIPS AND DESIGNATIONS

Wil is a member of the Association for Corporate Growth and the National Center for Employee Ownership.  He is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers.  Wil holds FINRA Series 7, 24, 63, and 79 licenses.

Wil is a frequent presenter on M&A and valuation issues to professional groups.

 

PRIOR EXPERIENCE AND EDUCATION

Prior to joining Chartwell in 2002, Wil was part of the corporate development team at Securian Financial, where he was involved in M&A activities as well as the company’s own restructuring into a mutual holding company.

Wil holds a Bachelor of Arts degree, with honors, in finance from the University of St. Thomas.  He also holds a Master of Business Administration degree with an emphasis in finance from the University of St. Thomas.