Jump to navigation
Who We Serve
> Ownership Advisory
> ESOP RO & Sustainability
> Executive Comp & Benefits
> Capital Reserve Planning
> Mergers & Acquisitions
> Capital Markets
> Financial Restructuring
> Fairness Opinions
> Solvency Opinions
> Corporate Planning
> ESOP & ERISA
> Estate & Gift
> Equity Compensation
> Financial Reporting
Agriculture & Food and Beverage
Architecture & Engineering
Business & Consumer Services
Construction & Building Materials
Consumer Products & Retail
Healthcare & Life Sciences
Industrials & Manufacturing
Technology & Telecommunications
Transportation & Distribution
You are here
Matt Keene Elected to Serve on NCEO Board of Directors
RALEIGH, North Carolina – Chartwell is proud to announce that Managing Director Matt Keene has been elected to serve on the Board of Directors for the National Center for Employee Ownership (NCEO). As an NCEO board member, Matt will work to promote employee ownership across the United States through advocacy and education. Already an active member of the employee stock ownership plan (ESOP) and equity compensation communities, Matt will continue his commitment to education and best practices in this new role. He will begin his term on April 1.
Chartwell Advises TPI Hospitality on 100% Sale to an ESOP
Chartwell is pleased to announce the successful sale of TPI Hospitality to the TPI Hospitality Employee Stock Ownership Trust. The selling shareholders elected to sell to an ESOP to reward the Company's employee-associates for their past, current, and future service, as well as to preserve the legacy and culture, and to position TPI for continued success over many years to come.
Chartwell Advises MacArthur Co. on Purchase of Weekes Forest Products, Inc.
Chartwell is pleased to announce MacArthur Co.’s successful purchase of Weekes Forest Products, Inc. MacArthur, a 100% ESOP-owned building products distributor, explored the business combination as part of its ongoing corporate development plan.
Chartwell Advises Daniels Trading and Top Third on Sale to Gain Capital Holdings, Inc.
Chartwell is pleased to announce the successful sale of Global Asset Advisors, LLC (d.b.a. Daniels Trading) and Top Third Ag Marketing, LLC based in Chicago, IL to GAIN Capital Holdings, Inc. (NYSE: “GCAP”). The shareholders sought to obtain a strategic partner to assist in furthering the growth of the businesses.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.