Chaffe & Associates
Business owners and their advisors come to Chaffe seeking valuations of shares, membership interests, options, and intangible assets, as well as advice on acquisitions and divestitures. Boards of Directors and business owners also engage Chaffe to issue opinions about their company's strategic alternatives or the fairness of a contemplated transaction. We serve as trusted advisors and will help you define and achieve your goals. The ability to understand and determine the value of our client companies has been the cornerstone of Chaffe & Associates' success. Our clients are assured absolute confidentiality. Chaffe draws on its broad experience in valuations adn transactions, documents every detail in order to provide a rational defensible basis for the valuation. Mr. Chaffe's philosophy is exemplified by the firm's employees. Chaffe's professionals carry the following designations ASA, CPA/ABV, CEIV, AEP, JD, CFA and CPV, as well as the appropriate FINRA registrations to engage in its investment banking functions. Investment Banking Services offered through Chaffe Securities, Inc, Member FINRA/SIPC
7-day free trial · no credit card
Verified contacts
16
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
303
organic / mo
Sign up free to see all 16 verified contacts at Chaffe & Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- TG
Taylor Gilbert
Vice President · Finance & Accounting
EmailPhone - WS
Whit Slocum
Vice President, Mergers & Acquisitions · Finance & Accounting
EmailPhone - LL
Lynn Lino
Executive Assistant · General Business & Management
EmailPhone - MK
Marc Katsanis
Senior Vice President · General Business & Management
EmailPhone - MH
Michael H. Schmidt
President, Csi - Board Member · Other
EmailPhone - RG
Ryan Gerton
Associate · Finance & Accounting
EmailPhone - DS
Daniel Solomon
Investment Banking Intern · Finance & Accounting
EmailPhone - LL
Lacie Lannes
Financial Analyst · Finance & Accounting
EmailPhone - MM
Matthew McCelvey
Valuations Analyst · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Chaffe & Associates
13 distinct titles indexed · top 10 shown.
- 1associate
- 1business development & marketing at chaffe & associates, inc.
- 1engineer
- 1executive assistant
- 1financial analyst
- 1intern
- 1investment banking intern
- 1president, csi - board member
- 1senior vice president
- 1valuation analyst
- +3more titles
Sign up to unlock all 16 contacts at Chaffe & Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 16 verified contacts at Chaffe & Associates
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.