Our holistic consulting approach helps stakeholders make strategic decisions designed for the long run.
Our professionals utilize their deep understanding of finance, ownership, and compensation strategies to offer you meaningful insight and analyses to guide your decision-making. Whether you are seeking a review of your entire corporate framework or have a specific area of focus, our financial advisory process and sophisticated analyses result in recommendations carefully developed to meet your objectives.
Ownership Advisory
We believe developing and implementing a systematic ownership transition plan for privately-owned companies seeking to remain independently owned is a top strategic business priority.
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ESOP Repurchase & Sustainability
Running a business is challenging enough, especially ESOP companies with their own governing nuances. Chartwell's consulting expertise allows us to effectively evaluate all ESOP ownership structures.
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Executive Compensation
Our team designs well-founded compensation programs that empower your firm to recruit and retain requisite executive leaders and align your efforts towards attainment of the strategic plan.
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Client Spotlight
—Joe Garza, CEO,
CCC Group
“Chartwell helped our board reframe performance measurement in a way that better supports ESOP outcomes and created a formal compensation philosophy to guide incentive design. Their sustainability analysis – run in parallel with the compensation work – gave us confidence that the selected approach was affordable and sustainable.”
—Dana Mason, CFO,
Christian Brothers Automotive
“We have worked closely with Chartwell across several years and multiple ESOP-related engagements, including two significant ownership and transaction analyses. Throughout our work together, Chartwell consistently demonstrates exceptional technical expertise, strategic judgment, and a complete command of complex financial modeling and projections.”
—Ken Damato, COO,
Diversified Group
“As an ESOP approaching its 14th anniversary, we had concerns about what happens after the loan is paid off and we deal with retiring employees, large payouts, diversification for some of our employee owners and do we know what we need to keep our company healthy. The Chartwell team of outstanding ESOP experts helped us through those difficult questions and left us feeling stronger and healthier after their report out to our leadership.”
From the Experts
“We have been fortunate to work with many amazing companies over the years, with each interaction providing us a unique opportunity to share our ideas and learn from the incredible insights of different management teams. Our collaborative approach allows us to utilize learnings across projects, benefiting both our clients and business partners.”
Chris Staloch, Managing Director
“My highest satisfaction comes when clients say that our work structuring their executive compensation program helped them achieve their goals. The “how” (pay levels, incentive structures) is pretty easy. The “why” is the challenge and the reward.”
Matt Keene, Managing Director
“I’ve had the pleasure of working with great businesses and amazing leaders for the past 30+ years. We are more passionate than ever about helping companies evaluate complex ownership and capital structure matters to make informed decisions about the long-term future."
Paul Halverson, Managing Director