Chase Osterberg
Analyst
Chase joined Lagoon Advisory Partners in May 2025 and plays a key role supporting transaction execution and strategic advisory across the firm’s M&A engagements, predominantly within the Financial Services and Wealth Management sectors.
Prior to joining Lagoon Advisory Partners, Chase interned at Isleview Equity, where he assisted with deal evaluation, due diligence, and financial analysis. During his time at the University of Minnesota Duluth, he served as a Portfolio Manager for the Bulldog Fund, a student-managed investment fund. He also competed in both the CFA Research Challenge and ACG Cup M&A Competition.
Chase received a Bachelor of Business Administration in Financial Markets Finance from the University of Minnesota Duluth.