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.

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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