Financial advisory focused on the business success of employee-owned AE firms
Our collective experience across the finance spectrum provides us the unique ability to provide AE firms comprehensive, solutions-based advice that is unbiased to outcome and free from conflicts. Chartwell’s AE practice serves nearly 200 industry clients of all sizes and types throughout the United States.
Exclusive AE Industry Focus
- Industry conference solely focused on the employee ownership model
- Industry employee ownership trends survey for direct and ESOP structures
- Industry resources focused on relevant topics for employee-owned AE firms
- Proud supporter and thought leader for the American Council of Engineering Companies (ACEC)
- Chair Circle Donor to the ACEC Research Institute
Full AE Market Coverage
- Architecture and design
- Engineering
- Construction management
- Civil and environmental
- Industrial, mechanical, and structural
- Water and wastewater
AE Client Experience
Testimonials
Client Spotlight
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“Selling a family business is not something that I took lightly. Chartwell’s experienced team of advisors took the time to learn and understand the needs of our leadership team which resulted in a well-executed transaction. The team kept the process focused and organized resulting in a win/win outcome with DCCM. Being an ESOP company adds complexity that requires specialized knowledge, which Chartwell helped us navigate. I highly recommend the Chartwell team.”
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“Since 1999, Chartwell has assisted Wenck through multiple stages of growth related to employee ownership. Having valued Chartwell’s partnership for so many years, it seemed natural to turn to them to lead us through this transaction. Having Chartwell manage the process and communication with all parties was immensely helpful to keep the management team focused on the business. Chartwell's expertise led to a superior outcome for our ESOP participants and Wenck as a whole. Our new collaboration with Stantec presents excellent opportunities for all current and future employees, and we are extremely excited about what's next.”
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From the Experts
“Focusing my career on the AE industry has afforded me the opportunity to dive deep on both value drivers and challenges that firms face. Leveraging knowledge from past experiences combined with Chartwell’s array of expertise, we can put together a team of experts to tackle any situation."
Joe Skorczewski, Managing Director
“Having both advised companies from the investment banking seat and led the in-house M&A team at a global public engineering and construction firm, I believe that I bring a perspective to our clients that includes the key M&A issues as well a manager’s perspective of post-close operational dynamics.”
Matt Clark, Managing Director
“After 44 years of working in the AE industry, I am excited to focus on providing applied-advisory expertise for AE companies. I understand the critical needs to ensure both business and ESOP sustainability, including talent development, ownership restructuring, and market diversification.”
Todd Kenner, AE Consultant
“We have been fortunate to work with many amazing companies over the years, with each interaction providing us a unique opportunity to share our ideas and learn from the incredible insights of different management teams. Our collaborative approach allows us to utilize learnings across projects, benefiting both our clients and business partners.”
Chris Staloch, Managing Director