Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.

ESOP Transaction Advisory

Our national ESOP experience provides business owners with tailored solutions.

Chartwell provides the most diverse, multidisciplinary experience with employee ownership in the financial advisory market. We leverage backgrounds in investment banking, law, private equity, corporate development, and other disciplines to ensure clients receive the most comprehensive, thoughtful advice possible. Our team has executed hundreds of ESOP transactions across all industry sectors throughout the U.S. and internationally.

ESOP Expertise

We analyze, design, and execute ESOP transactions of all types, including new ESOP formations ranging from 10% to 100% interest in clients’ businesses. We deliver unrivaled depth and breadth of experience in all ESOP transaction structures, including:

  • S and C corps
  • Drop-down LLCs
  • 1042 elections
  • 368 reorganizations

Select Experience

From the Experts

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