Sam Newcomb

Sam Newcomb
Senior Analyst

PRESENT POSITION

Sam 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.  Sam also studies the economic and industry conditions that can impact a company’s financial statements.

 

PRIOR EXPERIENCE & EDUCATION

Prior to joining Chartwell, Sam was a credit analyst at CIBC Bank USA where he underwrote loans for middle-market companies and performed cash flow analysis for distressed loans.

 

Sam graduated with a Bachelor of Science degree, with distinction, in finance with a minor in accounting from the University of Minnesota Curtis L. Carlson School of Management.