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    Greg Fresh

    Managing Director at Chartwell

    Greg Fresh is a Managing Director at Chartwell Financial Advisory, leading the firm's corporate finance practice. He has been with Chartwell since 2010 and has over 25 years of investment banking experience.1 Greg specializes in M&A and capital markets transactions in both public and private markets.1

    Professional Background

    • Current role: Managing Director, Corporate Finance at Chartwell Financial Advisory, Inc.1
    • Previous experience:
      • Managing Director at Bank of America Merrill Lynch's M&A advisory group
      • Managing Director at ABN AMRO
      • Managing Director at Lazard Middle Market (Goldsmith, Agio, Helms)
      • Held positions at Diageo plc and Invensys plc
      • Started his M&A career in private equity with Jordan Industries, Inc.
      • Began his career in public accounting1

    Expertise and Certifications

    • Specializes in ESOP advisory and transactions13
    • Member of the Association for Corporate Growth, The ESOP Association, and the National Center for Employee Ownership1
    • Frequent speaker on corporate finance topics involving ESOPs1
    • Holds FINRA Series 7, 62, 63, and 79 licenses1

    Greg Fresh is known for his client-focused approach, stating, "We are relationship bankers, always seeking the best possible outcome for our clients. We look to the long run, providing a comprehensive set of solutions to satisfy an often complex set of objectives."23

    Highlights

    Apr 4 · chartwellfa.com
    Greg Fresh - Chartwell Financial Advisory
    Greg Fresh - Chartwell Financial Advisory
    Apr 14 · forestry.ubc.ca
    Paradis, Gregory | Faculty Profile - UBC Forestry
    Mar 10 · chartwellfa.com
    Team - Chartwell Financial Advisory
    Team - Chartwell Financial Advisory

    Related Questions

    What are some notable transactions Greg Fresh has led at Chartwell Financial Advisory?
    How has Greg Fresh's experience in public accounting influenced his career in corporate finance?
    What are Greg Fresh's key responsibilities as the Managing Director of Corporate Finance at Chartwell?
    How has Greg Fresh contributed to the ESOP Advisory practice at Chartwell?
    What are Greg Fresh's main achievements in his 25+ year investment banking career?
    Greg Fresh
    Greg Fresh, photo 1
    Greg Fresh, photo 2
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    Location

    Greater Minneapolis-St. Paul Area