Our holistic 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 process and sophisticated analyses result in recommendations carefully developed to meet your objectives.
ESOP Ownership
Running a business is challenging enough; however, ESOP companies must also manage the nuances of operating with a government-regulated retirement plan as a shareholder.
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Individual Ownership
Developing and implementing a systematic ownership transition plan for privately-owned companies seeking to remain independently owned is of the highest strategic importance.
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Executive Compensation
A well-founded executive compensation program empowers your firm to recruit and retain requisite executive leaders and aligns their efforts towards attainment of the strategic plan.
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Strategic Objectives
Our process starts with developing a deep understanding of your business and long-term goals. We take the time to understand your ownership and compensation philosophies in the context of your business strategy.
Alternatives Analysis
The world is dynamic and rapidly evolving—your planning needs to be robust to ensure you are considering the wide range of possible situations your firm may encounter.
Capital
Structure
Our analyses and recommendations are focused on optimizing capital structure, which enables executive leaders and boards to create shareholder value while managing enterprise risk.
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Testimonials
Client Spotlight
—JOHN PETERSON, CFO,
ACCO ENGINEERED SYSTEMS
“We just celebrated our 14th anniversary as an ESOP (11 years as 100% S Corp ESOP) and after just a couple years working with Chartwell on our sustainability and repurchase obligation studies, we feel we have now finally found our long-term partner. Chartwell's industry expertise on possible plan structural changes is very important to us as we as we look out 20 years into our ESOP’s future.”
—BETH SCHAIVO, CFO, THE NORTH HIGHLAND COMPANY
“I cannot adequately express the positive good fortune that North Highland experiences in our continuing partnership with Chartwell. The team is simply first class, both professionally and personally. Their deep knowledge and expertise in structuring and executing capital markets transactions is unparalleled. We will continue to turn to them for all ESOP and capital structure related questions as we continue building our globally respected brand.”
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, CEO