# Chatham Financial

> Chatham Financial combines independent capital markets advice with software for managing debt, derivatives, assets, and financial risk. It serves corporate treasury teams, financial institutions, real estate investors, and private capital managers; in 2026 it reported more than 4,500 client companies and $2 trillion in annual transaction volume.

- **Founded:** 1991
- **Headquarters:** Kennett Square, United States
- **Founders:** Michael Bontrager (Founder; former CEO (retired in 2019))
- **Products:** Financial risk advisory and execution, ChathamDirect, Chatham ONYX, Debt management, Asset Platform
- **Notable:** Reported more than 4,500 client companies in 2026., Reported $2 trillion in annual transaction volume in 2026; this is not revenue or assets under management., Reported $2.9 trillion of commercial real estate debt on its debt management platform in April 2026.

## Products & services

- **Financial risk advisory and execution** — Interest rate, foreign currency, and commodity risk analysis, hedge structuring, pricing review, and execution support.
- **ChathamDirect** — Web-based SaaS supporting debt and derivatives management, valuations, hedge accounting, and reporting.
- **Chatham ONYX** — Next-generation SaaS platform launched in June 2026. Public rates and calculators are available; Portfolio and Originations are separately labeled as coming soon or in development.
- **Debt management** — Loan portfolio records, reporting, analysis, and debt-related data management for institutional investors.
- **Asset Platform** — Cloud-based data movement, warehousing, analytics, and presentation; expanded through the 2024 Verumex acquisition.
- **Hedge accounting and valuations** — Technical accounting support, effectiveness analysis, derivative and debt valuations, and associated reporting.
- **Defeasance and prepayment** — Support for releasing real estate collateral through securities substitution and evaluating loan prepayment costs.
- **Capital markets advisory** — Corporate capital raising and strategic advice, plus real assets equity capital advisory through Hodes Weill & Associates.
- **AI advisory / Process Zero** — Workflow redesign from required outputs backward, with technology selection and expert validation following the redesign.

## Achievements

- Reported more than 4,500 client companies in 2026.
- Reported $2 trillion in annual transaction volume in 2026; this is not revenue or assets under management.
- Reported $2.9 trillion of commercial real estate debt on its debt management platform in April 2026.
- Named Hedging Adviser of the Year at the Risk Awards 2020.

## Latest updates

- **2026-04** — Announced definitive agreement to acquire Hodes Weill & Associates; August investment announcement subsequently reported the acquisition agreement had closed.
- **2026-06** — Launched next-generation Chatham ONYX platform at its inaugural Global Client Summit in New York, according to the August announcement.
- **2026-08** — Announced strategic investment agreement with GIC, Atairos, and Vikram S. Pandit. Expected closing late Q4 2026 or early Q1 2027; firm to remain majority employee-owned.
- **2026-09** — Published Process Zero workflow redesign method; said employees had built nearly 1,000 applications over the preceding four months. These were not described as 1,000 production products.

## Links

- Website: https://cf.com/
- LinkedIn: https://www.linkedin.com/company/chatham-financial/
- Twitter/X: https://x.com/chathamfin
- YouTube: https://www.youtube.com/user/chathamfinancial
- Instagram: https://www.instagram.com/lifeatchatham/
- Facebook: https://www.facebook.com/ChathamFinancial

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Profile page: https://yespress.io/chatham-financial
Published by YesPress — https://yespress.io
Last updated: 2026-10-17