Default

Leasing & Financing

Whether you are a business executive looking to invest in new equipment or a vendor seeking financing options for your clients, you can leverage flexible financing through First American.

Learn More

Case Studies

See firsthand how organizations have achieved their goals with customized financing from First American.

Hear From Our Clients

AEC M&A Insights and 2025 Forecast

Now offering CPE credits!

Tuesday, February 25, 2025

2:00 PM – 3:00 PM Eastern

Webinar Details:

Please join First American and Chartwell Financial Advisory for a complimentary, CPE-eligible webinar discussing present reality AEC M&A (including valuation multiples) and 2025 M&A expectations.  

The session will cover recent macroeconomic events and their impacts on capital markets and the M&A landscape, as well as some deliberately simplified scenarios for forecasting. Topics include current trends in the senior debt market (like spreads and leverage multiples), insights from the non-bank debt market, and other macro-economic factors like inflation and interest rate sensitivity. We will discuss how these factors impact lending, valuation, and the overall private equity and M&A landscape—and how you can better prepare your firm for the year ahead.

Attending and completing 3 knowledge checks throughout the webinar will provide 1 CPE credit hour.

After attending this webinar, you will be able to:

  • Understand the Impact of Macroeconomic Events: Gain insights into how recent macroeconomic trends, including inflation and interest rate sensitivity, are shaping capital markets, private equity, and the M&A landscape.
  • Analyze Trends in Debt Markets: Explore current trends in senior and non-bank debt markets, such as spreads, leverage multiples, and alternative financing options, and their influence on lending and valuations.
  • Develop Strategic Forecasting Skills: Learn to apply simplified forecasting scenarios to anticipate economic and market shifts, enabling your firm to better navigate challenges and capitalize on opportunities in the year ahead.

Tuesday, February 25, 2025

2:00 PM – 3:00 PM Eastern

Webinar Details:

Please join First American and Chartwell Financial Advisory for a complimentary, CPE-eligible webinar discussing present reality AEC M&A (including valuation multiples) and 2025 M&A expectations.  

The session will cover recent macroeconomic events and their impacts on capital markets and the M&A landscape, as well as some deliberately simplified scenarios for forecasting. Topics include current trends in the senior debt market (like spreads and leverage multiples), insights from the non-bank debt market, and other macro-economic factors like inflation and interest rate sensitivity. We will discuss how these factors impact lending, valuation, and the overall private equity and M&A landscape—and how you can better prepare your firm for the year ahead.

Attending and completing 3 knowledge checks throughout the webinar will provide 1 CPE credit hour.

After attending this webinar, you will be able to:

  • Understand the Impact of Macroeconomic Events: Gain insights into how recent macroeconomic trends, including inflation and interest rate sensitivity, are shaping capital markets, private equity, and the M&A landscape.
  • Analyze Trends in Debt Markets: Explore current trends in senior and non-bank debt markets, such as spreads, leverage multiples, and alternative financing options, and their influence on lending and valuations.
  • Develop Strategic Forecasting Skills: Learn to apply simplified forecasting scenarios to anticipate economic and market shifts, enabling your firm to better navigate challenges and capitalize on opportunities in the year ahead.

Featured Speakers

Joe Skorczewski

Joe Skorczewski, Managing Director, Chartwell Financial Advisory

Joe Skorczewski is a Managing Director with Chartwell Financial Advisory. Joe leads Chartwell’s architecture and engineering practice, which has grown to serve more than 100 clients over the years. Much of his professional career has been dedicated to providing independent financial advisory services to boards of directors and ESOP trustees. Joe has worked on many M&A transactions, representing both buyers and sellers. He is passionate about advancing the business of engineering and educating people about the value of employee ownership.

Ryan Rassin

Ryan Rassin, Managing Director, Chartwell Financial Advisory

Ryan Rassin is an investment banker in Chartwell’s corporate finance practice. He focuses on capital markets transactions including the placement of asset-based revolvers, senior secured cash flow loans, split lien term loans, unitranche structures, second lien, mezzanine, and equity investments for both sponsored and non-sponsored clients. Over his career, Ryan has worked on transactions in support of both growth and value-oriented investment strategies in a wide array of industries with deals closed in the business services, industrial, distribution, healthcare, and technology sectors.

Nick Baxter

Nick Baxter, Vice President, First American Equipment Finance

Nick Baxter works exclusively with AEC firms to develop strategic lease and financing structures for leasehold improvements, technology, geospatial, software, and other fixed assets.

Since joining the industry in 2013, Nick has built personalized solutions for firms looking to maximize tax, accounting, and FAR overhead benefits. Nick is a Certified Lease and Finance Professional (CLFP) and has an MBA in Finance and Competitive Strategy from The Simon School of Business at the University of Rochester.