Chartwell is pleased to announce its pending 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.

events

Chartwell Webinar – How Much is Your Cash Costing You?

January 21, 2025

Online

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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


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