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We are pleased to announce the promotions of 14 professionals in our Chicago, Minneapolis, Orange County, and Portland offices! These team members have helped Chartwell achieve its mission to deliver the most creative, unbiased, and responsible solutions in the financial advisory industry.
Using the Three R's to Optimize Your ESOP
The "Three Rs" - Recycle, Redeem, or Releverage Ashleigh Newlin defines and explains how each strategy to fund repurchase of employee-owned shares impacts employee benefits, shareholder returns, and the ESOP-owned company's repurchase obligations.
Chartwell Arranges New Revolving Credit Facility for Nelson Worldwide Holdings, Inc.
Chartwell Financial Advisory is pleased to announce that its Corporate Finance team assisted Nelson Worldwide Holdings, Inc. successfully execute a follow-on debt capitalization transaction. The Nelson’s new senior secured revolving credit facility will provide the company with additional working capital flexibility to achieve its near- and long-term growth, as well as reduce its cost of capital by converting a portion of its existing senior term loan, previously arranged and placed by Chartwell.
Chartwell Advises ExpressPoint Technology Solutions on Purchase of TKO Electronics
Chartwell is pleased to announce that it advised ExpressPoint Technology Solutions, Inc. on its successful acquisition of multi-vendor parts supplier TKO Electronics, Inc. The addition of TKO provides a complementary expansion of ExpressPoint’s service offerings, brings new breadth and diversity of expertise, and enhances the Company’s geographical scope.
Chartwell Supports Men's Health - Movember 2018
Last month, Chartwell professionals participated in Movember, the annual month-long beard and moustache event put on by the Movember Foundation to raise awareness of some of the most significant health issues faced by men. Together, we raised $4,500 to help men live happier, healthier, longer lives. We also grew some pretty awesome facial hair!
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.