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.
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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

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 and 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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Article

Is My Goodwill Still Good?

Important to an analysis of your company’s goodwill is an understanding of what effect the COVID-19 pandemic and resultant economic...

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White paper

Managing an ESOP-Owned Company’s Capital During Economic Instability

Nearly every business has been affected in some fashion by the abrupt economic downturn, associated job losses, and capital markets...

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Article

Valuation Issues

Article Overview ESOP companies contemplating the implementation of an equity compensation or executive compensation plan must look carefully at its...

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Article

Using Compensation Studies Wisely

Article Overview ESOP company leaders face all the usual challenges in setting executive compensation as well as a few that...

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Newsletter

Private Placement Market Update: Q1 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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Webinar

Considerations in Sustainability Planning

Ryan Graham and Tina DiCroce discuss Chartwell’s holistic approach to sustainability analysis versus the historic view of sustainability, elements of effective sustainability planning,...

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