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
“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
“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