Jump to navigation
Who We Serve
> Ownership Advisory
> ESOP RO & Sustainability
> Executive Comp & Benefits
> Capital Reserve Planning
> Mergers & Acquisitions
> Capital Markets
> Financial Restructuring
> Fairness Opinions
> Solvency Opinions
> Corporate Planning
> ESOP & ERISA
> Estate & Gift
> Equity Compensation
> Financial Reporting
Agriculture & Food and Beverage
Architecture & Engineering
Business & Consumer Services
Construction & Building Materials
Consumer Products & Retail
Healthcare & Life Sciences
Industrials & Manufacturing
Technology & Telecommunications
Transportation & Distribution
You are here
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
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.
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.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.