Chartwell is pleased to announce that Shawmut Design and Construction, a leading $2 billion national construction management firm, has acquired First Finish, a premier full-service hotel renovation contractor.

Webinar

Capital Allocation Insights: Integrating Dividends in ESOP Funding Strategies

Dividends are often viewed as a last resort funding source for repurchase obligation or as a requirement to cover the tax liability of non-ESOP shareholders. However, some circumstances present strategic opportunities for ESOP-owned companies. Integrating dividends into capital allocation and ESOP funding strategies can optimize capital structure, manage repurchase obligations effectively, and enhance value for both the ESOP and its participants.

Webinar air date: 7/9/24

Ryan Graham

Ryan Graham

“My career has been devoted to helping ESOP-owned companies sustain their businesses and manage through their unique challenges. It has been an absolute pleasure working with companies across all industries and tailoring custom solutions to help them meet their goals.”

Meet Ryan

Michael Fischer

Michael Fischer

“Assisting employee-owned companies in overcoming complex challenges tied to their ownership program is greatly fulfilling. With its breadth and depth of expertise, Chartwell delivers customized solutions and cultivates a growth-oriented professional environment.”

Meet Michael


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