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Managing Director Mark Gehrig Retires After 42 Years in Business Valuation
It is with mixed emotions that Chartwell announces the retirement of Managing Director Mark Gehrig. Mark has been a “valued” partner and friend and we will miss his wisdom, insightful thinking, and ability to forge lasting relationships with everyone he meets. Please join us in wishing Mark the very best during his retirement!
Chartwell Advises RESPEC on Acquisition of 100% ESOP-Owned PDC Engineers
Chartwell is pleased to announce RESPEC, Inc.’s acquisition of PDC Inc. Engineers. The transaction brings together two 100% ESOP-owned companies with over 110 years of industry experience and combined revenue of $80M. Chartwell acted as exclusive financial advisor to RESPEC throughout the transaction.
Chartwell Advises NOVA Geotechnical & Inspection Services on Sale to Obsidian Group Holdings
Chartwell is pleased to announce the sale of NOVA Geotechnical & Inspection Services, LLC to Obsidian Group Holdings, LLC, parent company of Universal Engineering Services, LLC and GFA International, Inc. Chartwell acted as NOVA’s exclusive financial advisor throughout the transaction providing comprehensive, unbiased counsel to the shareholders on the sale of the company.
Chris Staloch and Matt Keene Featured in NCEO's Executive and Director Compensation in ESOP Companies Publication
Managing Directors Chris Staloch and Matt Keene authored two chapters in the National Center For Employee Ownership's sixth edition (2020) of Executive and Director Compensation in ESOP Companies.
Managing an ESOP-Owned Company’s Capital During Economic Instability
Many of our clients are seeking to gain an understanding of how prevailing economic and market conditions impact their valuation, repurchase obligation, access to credit, financial covenants, synthetic equity plans, and overall capital structure. What immediate actions can be taken to preserve cash and stabilize your company over the next several months? Our team has put together comments on a few key capital structure discussions to help guide your thinking around cash flow planning, capital structure, and balance sheet management.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.