We help clients maximize their operating flexibility through the use of capital.
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 for our clients. Our independent, optimal capital structure advice delivers real-time insight into the capital markets. We have the ability to structure alternatives tailored to borrower’s specific needs while also acting as an agent of efficient and effective placement execution.
Transaction Types
- Refinancings
- Recapitalizations
- Acquisition financings
- Growth financings
Forms of Capital
- Senior secured debt
- Unsecured debt
- Mezzanine notes
- Subordinate notes
- Preferred equity
- Common equity
Lender & Investor Relationships
- Commercial banks
- Nonbanks (direct lenders and finance companies)
- Family offices
- Private equity
- Venture capital
Select Experience
Testimonials
Client Spotlight
—MIKE RODGERS, CFO, CHALLENGE MANUFACTURING COMPANY
“Chartwell continues to remain a trusted financial advisor to our company as demonstrated through their commitment to our business and understanding of our financial needs. Chartwell was able to implement an optimal debt structure that will positively impact our employee shareholders’ equity value. Our partnership with Chartwell has been instrumental to Challenge’s success and we look forward to our continued partnership.”
Read Full Case Study
—ANDY COULTER, PARTNER, OXBOW INDUSTRIES
“Chartwell is a trusted advisor to Oxbow and has acted as the primary agent in a number of transactions over the years. We are pleased with Chartwell for providing critical assistance during the capital raise process. Thanks to Chartwell’s hard work, we continue to achieve optimal outcomes.”
Read Full Case Study
From the Experts
“Our team is keenly focused on solving for our clients' capital needs. We are deeply loyal to our relationships over the long run and are only satisfied when we have achieved all goals. Our independence ensures our advice remains trustworthy.”
Will Bloom, Managing Director
“Exceeding expectations on all facets of an engagement is our goal. We work tirelessly alongside our clients to ensure they receive the best execution based on their unique capital needs. We view each project as the beginning of a long-term relationship rather than as an episodic transaction.”
Ryan Rassin, Managing Director