Chartwell is pleased to announce its acquisition of Atlantic Management Company, a nationally recognized provider of valuation and transaction advisory services. Atlantic has specialized expertise in ESOPs, M&A, and business succession planning.

Event Category: Chartwell

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

Questions? Contact Nu Yoon

RSVP must be submitted by 8/8/25

Join Chris Staloch as he presents with leaders from ESOP-owned company Landscape Structures and global investment firm AllianceBernstein during the next Chartwell webinar!

They will examine:

  • The different types of risk
  • The importance of time horizon
  • Other investment strategies including current market conditions
  • Drafting an effective Investment Policy Statement
  • Developing an appropriate investment strategy to fund future capital expenditures, repurchase obligations, or other nonspecific needs, all while taking into consideration your corporate culture

Webinar Time: 2:00pm CST

You have embraced the employee ownership model, whether through traditional direct ownership, ESOP/KSOP, or any combination thereof. Chartwell’s Employee-Owned A/E Summit has a goal to connect like-minded leaders who credit employee ownership as a key component of their firm’s success.

Connect with Joe Skorczewski to learn more about this invite-only event.


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