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.

Corporate Finance

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Case Study

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


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