Our team delivers independent, solutions-based advice to optimize our clients’ objectives.
Corporate finance consists of providing advice and services to shareholders, boards of directors, and management teams on matters that increase their enterprises’ shareholder value. Chartwell’s substantial corporate finance expertise has been gained both at Chartwell as well as some of the most revered names in global and boutique investment banking.
Mergers & Acquisitions
We specialize in sell-side transactions that include strategic sales, private equity recapitalizations, and majority or minority structures. We also provide premier buy-side transaction services.
We provide capital structure advisory and capital placement services with the goal of obtaining the desired amount of capital efficiently while at the lowest cost to maximize operating flexibility for our clients.
ESOP Transaction Advisory
Chartwell’s ESOP transaction experience provides clients with tailored solutions that explore employee ownership outcomes best suited for achieving your company’s key goals and objectives.
Advising Inside Edge on a successful dual track transaction
Inside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP. Chartwell led the design and execution of the transaction, including a market-clearing process to place external financing to fund the transaction and provide significant liquidity at closing.
From the Experts
“We are relationship bankers, always seeking the best possible outcome for our clients. We look to the long run, providing a comprehensive set of solutions to satisfy an often complex set of objectives. Chartwell takes great pride in exceeding client expectations.”
Greg Fresh, Managing Director
“I am honored to be able to assist business owners, management teams, and other professionals in the successful completion of both sell- and buy-side M&A transactions. I thoroughly enjoy the relationships established through these often life changing events.”
Wil Becker, Managing Director
“Having worked with large public companies in M&A and restructuring, I find Chartwell’s emphasis on family, founder, and ESOP-owned companies very fulfilling. Working to achieve value and liquidity for a 3rd generation family business or rank and file employees gives us the ability to see real impact in our advisory efforts.”
Michael Grad, Managing Director
“We take great pride in assisting clients as they work to achieve their strategic objectives through transactions of all sorts. My prior work as a M&A and tax attorney, combined with over a decade of investment banking experience, offers a holistic perspective to provide an optimal solution that incorporates all financial and qualitative considerations.”
Ted Margarit, Managing Director