News

June 2020
Chartwell Advises Heneghan Wrecking & Excavating Co. on Sale to NorthStar Group Services
Chartwell is pleased to announce the sale of Heneghan Wrecking & Excavating Co., Inc. and Patrick’s Equipment Leasing to NorthStar Group Services, a portfolio company of J.F. Lehman & Company. Chartwell acted as Heneghan’s exclusive M&A advisor throughout the transaction, providing comprehensive, unbiased counsel to the shareholders on the sale of the Company.
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June 2020
Lindsey Reilly Appointed as Chapter Officer of The ESOP Association
We are pleased to announce that Lindsey Reilly has been appointed as an Officer of The ESOP Association's Minnesota/Dakotas chapter. As an Officer, Lindsey will serve as Vice President of Membership where she will act as a liaison to the program committee and help plan chapter events.
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June 2020
Is My Goodwill Still “Good”?
In the midst of the global COVID-19 pandemic, you may ask yourself if your goodwill is still “good.” Important to an analysis of your company’s goodwill is an understanding of what effect the pandemic and resultant economic fallout has had on financial performance.
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May 2020
COVID-19 Webinar Presentations
Given the postponement of our typical events schedule during the first half of the year, we would like to share recent webinar presentations given by Chartwell professionals on various ESOP topics related to the COVID-19 environment. We have been proud to sponsor sessions for both the National Center for Employee Ownership and The ESOP Association over the past several weeks.
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May 2020
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!
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