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Employee Ownership Month 2017
October is Employee Ownership Month, a time to reflect on the tremendous importance and benefits of employee ownership for both individuals and their companies.
The ESOP Association's 2017 Las Vegas ESOP Conference & Trade Show
Join Chartwell for The ESOP Association's 2017 Las Vegas ESOP Conference & Trade Show, November 9-10! Listen to our experts speak on current ESOP topics and visit our booth!
16th Annual M&A Advisor Award Finalists Announced
Chartwell is pleased to share that two of our recent completed transactions have been selected by The M&A Advisor as finalists in the 16th Annual M&A Advisor Awards.
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.
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
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.