Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.


The Keystone: Q4 2022


The Keystone: Q4 2022

Welcome to the latest edition of The Keystone! While poor stock market performance was primarily isolated to the first half of 2022, certain market conditions lingered (rising interest rates, inflation, and above average turnover). Nonetheless, financial performance remains positive for the majority of AE firms. The M&A market is essentially on track while the AE public market performance is relatively stable. We are excited to feature an update on CapEx growth in this edition of The Keystone.

Connect with Joe Skorczewski to learn more about Chartwell’s AE industry expertise.

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