Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.
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Resources

White paper

Is an ESOP Right for My Business?

As the most common structure for broad-based employee ownership, ESOPs are found in publicly-traded and closely-held companies of every size and across every industry. It is no surprise why this retirement plan has gained popularity among business owners, management, and employees. For shareholders, ESOPs are a valuable liquidity mechanism that...

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Podcast

Selling Your Company: Private Equity, Strategic Buyer, or ESOP?

Greg Fresh participated in an Ohio Employee Ownership Center Short Take video to talk about considerations for selling your business. This...

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Newsletter

Private Placement Market Update: Q4 2020

While 2020 will be a year that most will never forget, capital markets recovered strongly during the second half of...

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Newsletter

The Keystone: Q4 2020

This edition of The Keystone features a discussion about the strategic considerations of a contributory ESOP. Chris Staloch and Joe...

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Newsletter

The Blueprint: Q3 2020

Welcome to the inaugural edition of Chartwell’s construction industry newsletter…The Blueprint! Over the past 25 years, Chartwell’s broad range of...

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Article

Alternative Financing Sources in ESOP Transactions

There are various alternative financing sources for transactions involving ESOP-owned companies. Transactions can be related to initial ESOP transactions, partial-to-full...

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Podcast

Beyond COVID: Keeping Your ESOP on Track

Tina DiCroce and Collin Mayer participated in an episode of the Owners at Work podcast, which is hosted by the Ohio Employee Ownership Center. This 90-minute podcast...

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Podcast

Strategic Considerations of a Contributory ESOP

Chris Staloch and Joe Skorczewski teamed up with the American Council of Engineering Companies to discuss how to use an ESOP to drive company performance...

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Webinar

Using Compensation Tools for Success & Sustainability

Matt Keene and Ashleigh Newlin discuss the role of compensation in sustaining your leadership team and your company. Through two case studies,...

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Newsletter

Private Placement Market Update: Q3 2020

We hope that you are managing the COVID-19 pandemic both personally and in your business. The pandemic has had an...

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Podcast

The Evolution of ESOP Sustainability

Tina DiCroce participated in an Ohio Employee Ownership Center Short Take video to talk about the evolution of ESOP sustainability. This 14-minute podcast...

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Newsletter

The Keystone: Q2 2020

Amidst the backdrop of a volatile stock market and significant economic uncertainty, transactions in the AE industry are still moving...

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Newsletter

Private Placement Market Update: Q2 2020

We hope that you are managing the current crisis both personally and in your business. COVID-19 has had an obvious...

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