Our ability to assist with strategic alternatives is backed by decades of advisory experience.
Chartwell provides thorough financial analyses to compare proposed alternatives to the status quo; and, to contrast against other strategic options. Whether facing unsolicited offers or exploring new corporate initiatives, our corporate finance team utilizes deep financial expertise in public-to-private transactions to offer meaningful advice shareholders, boards of directors, and management teams.
Types of Strategic Alternatives
Chartwell employs an integrated financial advisory approach with a relationship-based focus in every client situation, recognizing that shareholder transaction alternatives are varied dependent on the most optimal outcome, which may include:
- Sale of the Business
- ESOP Transaction
- Capital Placement
- Leveraged Buyout
- Recapitalization
- IPO or SPAC
Select Experience
From the Experts
“We are relationship bankers, always seeking the best possible outcome for our clients. We look to the long run, providing a comprehensive set of solutions to satisfy an often complex set of objectives. Chartwell takes great pride in exceeding client expectations.”
Greg Fresh, Managing Director
“Our team is keenly focused on solving for our clients' capital needs. We are deeply loyal to our relationships over the long run and are only satisfied when we have achieved all goals. Our independence ensures our advice remains trustworthy.”
Will Bloom, Managing Director