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Chartwell Publishes The Blueprint: Q3 2020
Welcome to the inaugural edition of Chartwell’s construction industry newsletter…The Blueprint. Chartwell’s construction practice serves more than 100 industry participants throughout the United States. Our team of professionals has experience with construction firms of various sizes and specialties. The Blueprint focuses on current M&A and public market trends within the construction sector.
Chartwell Advises Salas O'Brien on Recapitalization Transaction
We are pleased to announce the successful completion of a recapitalization transaction that funds Salas O’Brien’s future growth through national expansion via strategic mergers and organic growth initiatives. Chartwell acted as the exclusive financial advisor to Salas O’Brien throughout the transaction, providing comprehensive, unbiased counsel to the board of directors and management.
Strategic Considerations of a Contributory ESOP Podcast
Chris Staloch and Joe Skorczewski recently teamed up with the American Council of Engineering Companies to discuss how to use an ESOP to drive company performance in the latest episode of the Engineering Influence podcast.
How to Encourage Loyalty Among Your Leadership Team
Vice President Rachel Flaskey discusses the different types of equity compensation plans that can be narrowly focused to certain individuals within a company, typically key members of the leadership team.
Should You Releverage Your ESOP?
Managing Director Tim Cleary compares the three methods of handling ESOP repurchase obligation and addresses the circumstances under which releveraging may be a viable strategy.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.