Employee-owned firms in the construction industry face various challenges, whether it’s the war for talent, structuring compensation plans that achieve desired outcomes, or determining how to allocate capital between operating needs and repurchase obligation all the while maintaining bonding capacity. Chartwell’s inaugural Employee-Owned Construction Summit has a goal to connect like-minded leaders who credit employee ownership as a key component of their firm’s success.
Connect with Collin Mayer to learn more about this invite-only event.
Join us for our annual analyst-level recruiting event!
You are invited to Chartwell’s 8th Annual Pro Day event in Minneapolis. The event is designed for college students interested in finance careers. Attend to gain insights from Chartwell leaders, learn about internship opportunities, and network with professionals in the industry.
- Date: Wednesday, August 20
- Time: 9:00am-2:00pm CST
- Location: Chartwell Office – 150 S 5th Street, Suite 2700, Minneapolis, MN 55402
RSVP must be submitted by 8/8/25
RO: What It Is, When It Hits, and What It Costs
Ashleigh Newlin and Marissa Semple will cover the basics of ESOP repurchase obligation, including how participants receive shares and when the company needs to pay distributions based on demographics, turnover patterns, distribution policy design (timing and method), and diversification behavior. We’ll provide a high-level framework for calculating per share value and discuss how recycling, redeeming, and releveraging decisions can affect share value and repurchase obligation.
Webinar Time: 2:00pm CST
