Chartwell is excited to announce the launch of our Interim Leadership practice, where we bring the talent companies need to execute financial initiatives that support sustainable growth and value creation.
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Resources

White paper

Is an ESOP Right for My Business?

As the most common structure for broad-based employee ownership, Employee Stock Ownership Plans (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...

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Newsletter

Private Placement Market Update: Q4 2023

Market participants reemerge as conditions stabilize among positive forecasts. Cooling inflation, anticipated rate cuts, and a large overhang of maturities...

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Article

How to Determine Value in a Down Venture Capital Market

2023 was a taxing year in the venture capital markets. Dealmaking and valuation metrics have either plateaued or declined, the...

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Newsletter

Construction Trends: Q3 2023

In general, construction companies continue to perform well as median revenue growth increases. Individual company performance continues to be affected...

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Article

Trademark Valuation Considerations

A trademark is a powerful marketing tool that helps companies create awareness of their product or service offerings with customers...

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Newsletter

Architecture & Engineering Trends: Q2 2023

While U.S. M&A deal volume declined during the first half of 2023 with aggregate deal value decreasing drastically, those covering...

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Article

Artificial Intelligence: Value Accretion or Wishful Thinking?

November 2022 marked the beginning of widespread public use of artificial intelligence (AI) platforms with the release of ChatGPT, a...

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White paper

ESOP Diversification Trends

In recent years, there has been an increasing desire by ESOP companies to allow participants additional opportunities to diversify –...

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Newsletter

Private Placement Market Update: Q2 2023

Market participants continue to transact while capital providers assess the environment. Lenders continue to assess economic indicators and issuers’ financial...

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Article

Accounting Alternative for Amortizing Goodwill

In order to understand the accounting alternative for amortizing goodwill, it first makes sense to define goodwill and explain how...

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Newsletter

Construction Trends: Q1 2023

Three years removed from the pandemic and challenges continue in the construction industry, intensified by rising interest rates and tightening...

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Newsletter

Private Placement Market Update: Q1 2023

Volatility spreads through the credit and capital markets to start 2023. The first quarter of 2023 saw a 30% quarter-over-quarter...

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Webinar

Executive Incentives at Construction Companies

Learn about elements of executive compensation with a focus on short and long-term incentives for construction companies. Industry-specific compensation trends...

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