News

September 2017
Chartwell Advises Morton Buildings, Inc. on a Transaction to Become 100% Employee Owned
Chartwell is pleased to announce that Morton Buildings, Inc. has completed a transaction to become 100% employee owned through a newly established Employee Stock Ownership Plan (“ESOP”). Chartwell acted as the exclusive financial advisor to Morton Buildings throughout the Transaction, providing creative, unbiased counsel to management and the Board of Directors on the sale of a majority interest in the Company to its employees. Further, to support the Transaction and provide capital to ensure the ongoing growth and success of Morton Buildings, following an efficient, comprehensive placement process, JPMorgan Chase was selected to lead the Transaction financing and provide $90 million of capital to fund this next chapter in the Company’s long, enviable history.
Read More
August 2017
Chartwell Advises Recology Inc. on the Sale of Substantially All Assets of Recology Los Angeles to an Undisclosed Acquirer
Chartwell is pleased to announce the successful sale of substantially all assets of Recology Los Angeles to an undisclosed acquirer. RLA is a subsidiary of Recology Inc., a nationally recognized integrated resource recovery company in the United States. Through this transaction, Recology created significant value through the sale of its non-core assets, enabling the Company to focus on its core lines of business and maximize long-run shareholder value
Read More
August 2017
The ESOP Association's Annual Midwest Conference 2017
Join Chartwell for this annual conference in Omaha, Nebraska, September 6-8! Chartwell is proud to be a sponsor of this event.
Read More
August 2017
Chartwell Leads The North Highland Company’s $75 Million Refinancing
Chartwell is pleased to announce that its Corporate Finance team recently assisted The North Highland Company, a global management consulting firm dedicated to solving complex problems on behalf of its 500+ blue chip customers, in successfully executing a debt recapitalization.
Read More
August 2017
Chartwell's 2017 Intern Day
As part of Chartwell’s ongoing educational outreach program, we hosted our second annual Intern Day on July 18. Eight students from the University of St. Thomas and University of Minnesota – Carlson School of Management gathered in our Minneapolis office to learn more about Chartwell and career options in finance.
Read More

Pages