Chartwell is pleased to announce Blackstone has successfully completed a minority equity investment in Salas O’Brien, a leading employee-owned engineering and technical services firm.

Event Category: NCEO

Chartwell is a proud sponsor of this event!

Join us at this national conference focused on employee ownership, where our ESOP leaders will address important topics throughout the event.

Monday, April 29

  • Tina Langlois & Ashleigh Newlin – An Integrated Approach to Sustainable ESOP Ownership (Preconference)
  • Chris Staloch – How to Communicate with Stakeholders from the CFO Perspective (3:45pm)
  • Wil Becker – Advantages ESOPs Have in Acquisitions (3:45pm)

Tuesday, April 30

  • Collin Mayer – The CFO and the Board: Keys to a Strong and Effective Relationship (10:00am)
  • Greg Fresh & Matt Ewing – Developing Trends: Private Capital Investments in ESOP-Owned Companies (2:45pm)
  • Matt Keene & Katie Lind – ESOP Company Executive Compensation: Is It Different? (4:00pm)

Wednesday, May 1

  • Dan Kaczmarek – Debt Trends & Capital Markets Update (10:00am)
  • Ryan Graham – Thriving Through Time: Overcoming Benefit Level Hurdles in ESOP Maturity (11:15am)

Additional attendees: Michael Coppa, Steve Nelson, Chris Ham, Matt Dennison, Michael Fischer, Dan Uitti, Brittany Funk, Leah Prescott

Chartwell Leadership Lounge

Join us in the Leadership Lounge – your executive oasis! The Leadership Lounge is a place where executives and C-suite employee-owners can network and learn from each other while enjoying extra amenities such as premium beverage and food offerings, massage therapist, and more!

Contact Lindsey Reilly with questions about the Leadership Lounge!

Chartwell is a proud sponsor of this event!

Steve Nelson will host a lunch roundtable about “SARs & Warrants” at this sold-out seminar for business owners interested in implementing an ESOP. Topics to be covered include valuation, financing, legal issues, plan design, issues for selling shareholders, and communication of ownership culture.

Chartwell is a proud sponsor of this event!

An increasing number of ESOP-owned companies are engaging in analysis to assess the sustainability of the ESOP and the company. What does it mean to conduct such an analysis, and when is the time to update? Tina Langlois and Lucas Pelner will address the rationale and benefits of regularly revisiting this analysis and what circumstances or considerations may indicate it’s time for an update. This webinar is limited to NCEO members and is free to attend.

Chartwell is a proud sponsor of this event!

Join us at this annual event hosted by the National Center for Employee Ownership, where our experts will present several sessions focused on important ownership and finance topics.

Steve Nelson, Tim Lang, Jeff Anderson, and Brittany Funk will also attend.

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