Chartwell’s tailored transaction process is always focused on our clients’ needs.
Our team has a long and proven history of providing independent M&A advisory services, leading to the most optimal solutions for all parties involved. We have represented hundreds of closely-held businesses across the country while optimizing seller and/or buyer outcomes.
We have extensive experience helping companies navigate numerous transaction structures opposite the whole gambit of acquirers, including:
- Private equity
- Family office
- International buyers
- Management teams
Our transaction experience, comprehensive approach, and expert guidance provides clients the confidence to pursue acquisitions. We assist clients with all phases of acquisition strategy planning, including:
- Acquisition criteria
- Process management
- Valuation and structuring
—ROD AMBROSIE, CEO,
“Chartwell has been our trusted advisor since 1999, assisting Wenck during multiple stages of growth and with issues related to employee ownership. As we have valued Chartwell’s partnership for so many years, it seemed natural to turn to them to lead us through our sale transaction. Having Chartwell manage the process and communication with all parties was immensely helpful to keep myself and the management team focused on the business. I was very impressed with Chartwell’s expertise and guidance."
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—TODD KENNER, CEO, RESPEC
“We are no strangers to the M&A process and I personally have interacted with many financial professionals throughout my career. We selected Chartwell to lead our buy-side transaction based on Chartwell’s ability to leverage its team of professionals to provide unbiased, comprehensive advice throughout the transaction process. Chartwell’s ability to navigate through a complex ESOP transaction during one of the more complex times in recent history was invaluable. It was comforting to know we had a reliable and responsive partner to help us cross the finish line.”
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From the Experts
“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
“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