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Investment Management Team

JON D. GOETZE    

Jon has over 25 years experience specializing in corporate finance, including mergers and acquisitions, business valuations, financing and business strategy for privately held companies, and management consulting.  He has been involved in both buyer and seller representations of companies and with his finance background has assisted businesses in evaluating all aspects of transactions, including consultations with tax and legal professionals.  Jon has also worked with companies to develop growth strategies and corporate direction.

Focus
Mergers and acquisitions
Business Valuations
Strategic consulting

Prior Experience
Managing Director, Chartwell Capital Solutions
President & Founder, Capital Solutions
Manager, Larson Allen Weishair & Co.
Manager, Wipfli Ullrich Bertelson CPAs
Accountant, Touche Ross & Company
Senior Financial Analyst, Midwest Federal

Education:
MBA, The Wharton School
BS, University of Minnesota



 

  Dave Latzke
     

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