Select Engagements Sale of the Company to Sterling Investment Partners Financial Advisor Acquisition ofEase Entertainment ServicesFinancial AdvisorSale of the Company toNorwest Equity PartnersFinancial AdvisorSale of the Company to an ESOP Financial Advisor Sale of the Company to an ESOP Financial Advisor Learn more Follow-on Equity Sale to the ESOP Financial Advisor Learn more Sale of the Company to an ESOP Financial Advisor Sale of the Company toGAIN Capital Holdings, Inc.Financial AdvisorAcquisition of WeekesForest Products, Inc.Financial AdvisorFollow-On Equity Sale to the ESOP Financial Advisor Sale of the Company to an ESOP Financial Advisor Sale of the Company toResa Power SolutionsFinancial AdvisorSale of the Company to an ESOP Financial Advisor Sale of the Company toAgropurFinancial AdvisorSale of the Company to an ESOP Financial Advisor Energy Panel Structures, Inc.Acquisition ofFingerlakes ConstructionFinancial AdvisorSale of the Company toAllflexUSA, Inc.Financial AdvisorSale of the Company toPetroSkills, LLCFinancial AdvisorSale of the Company to an ESOP Corporate Advisor « PrevNext »Ask the expertContact Greg Fresh for more information on Mergers & AcquisitionsGreg Fresh > >Featured VideoInside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP. Feature Body: Chartwell has a long and proven history of providing independent financial and strategic advice and solutions. Our M&A advisory team has advised public companies, financial sponsors, family owned businesses, and ESOP-owned companies in over 500 M&A mandates. In positions prior to Chartwell, our professionals have gained experience as principal investors working for private equity firms and global fortune 100 companies, giving us unique insight as to how different acquirers view and process opportunities. Chartwell draws upon our firm-wide resources to deliver the best possible solution for our clients; our senior professionals actively lead all facets of the engagement from kick-off to completion. Areas of mergers and acquisitions expertise: Traditional M&AStrategic sale Majority, control sell-side (LBO) Minority, non-control sell-side (Recapitalization) Management-sponsored leveraged buyouts (MBO) Buy-side transactions Corporate ESOP AdvisoryEquity sales to newly created ESOPs Second stage (follow on) ESOP transactions Tax-free sales, 1042 election Complex ESOP structures involving multi-layered capital structures ESOP diversification, equity buy-downs, and restructurings Sale of ESOP-owned companies In either sell-side or buy-side M&A mandates (including ESOPs) the following are the typical services: Understanding our clients objectives Understanding the company’s strategic plan In-depth business review and due diligence Valuation from different perspectives (type of acquirer/methodologies) Identifying prospective Acquirers or Targets Development of marketing and presentation materials Conducting investor presentations Transaction funding Negotiation and closing All My Sons M&A Sale of the Company to Sterling Investment PartnersFinancial Advisor Company logo: Entertainment Partners - M&A Acquisition ofEase Entertainment ServicesFinancial Advisor Company logo: Marco - M&A Sale of the Company toNorwest Equity PartnersFinancial Advisor Company logo: TPI Sale of the Companyto an ESOPFinancial Advisor Company logo: PMC 2016 M&A Sale of the Companyto an ESOPFinancial AdvisorLearn more Company logo: Pima 2015 M&A Follow-on Equity Saleto the ESOPFinancial AdvisorLearn more Company logo: Urschel Project Blue Moon Sale of the Companyto an ESOPFinancial Advisor Company logo: Daniels Trading & Top Third Sale of the Company toGAIN Capital Holdings, Inc.Financial Advisor Company logo: MacArthur Co Acquisition of WeekesForest Products, Inc.Financial Advisor Company logo: Cal Tex Follow-On Equity Saleto the ESOPFinancial Advisor Company logo: Inside Edge Sale of the Companyto an ESOPFinancial Advisor Company logo: Dymax Sale of the Company toResa Power SolutionsFinancial Advisor Company logo: Micro Matics Sale of the Companyto an ESOPFinancial Advisor Company logo: Schroeder Sale of the Company toAgropurFinancial Advisor Company logo: The Bernard Group M&A Sale of the Companyto an ESOPFinancial Advisor Company logo: EPS Acquisition ofFingerlakes ConstructionFinancial Advisor Title text: Energy Panel Structures, Inc.Company logo: Biomark Sale of the Company toAllflexUSA, Inc.Financial Advisor Company logo: John M Campbell Sale of the Company toPetroSkills, LLCFinancial Advisor Company logo: Wunderlich Sale of the Companyto an ESOPCorporate Advisor Company logo: Service Category: Corporate Finance Greg Fresh Greg Fresh Managing Director Minneapolis, MN 612-230-3125 firstname.lastname@example.org V-card Greg has been with Chartwell since 2010 and leads the firm’s corporate finance practice. During the course of his 25+ year investment banking career, he has been involved in hundreds of transactions including both M&A and capital markets, in public and private markets. MEMBERSHIPS & DESIGNATIONS Greg is a member of The ESOP Association (TEA), the National Center for Employee Ownership (NCEO), and Employee-Owned S Corporations of America (ESCA). He has held positions on the Legal & Regulatory Committee of TEA and the Advisory Committee for the ESCA. Greg is a frequent speaker on variety of corporate finance topics involving ESOPs. Greg is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 62, 63, and 79 licenses. PRIOR EXPERIENCE & EDUCATION Prior to joining Chartwell, Greg was Managing Director of Bank of America Merrill Lynch’s M&A advisory group, where he was responsible for covering diversified industrial clients, as well as ESOP advisory for the investment bank. Prior to Bank of America, Greg was Managing Director at ABN AMRO where he was responsible for M&A advisory and a member of the coverage team for the consumer sector. In addition, he established and led the ESOP Advisory practice for the investment bank, as well as co-led the middle market public to private practice. Prior to his large cap investment banking experience, Greg was a Managing Director at Lazard Middle Market (Goldsmith, Agio, Helms) where he represented private business owners, corporations, and private equity in a variety of middle-market M&A transactions. In addition, Greg has held positions of increasing responsibility with Fortune 100 companies Diageo, plc and Invensys plc in corporate development, planning, and finance director positions. Greg began his M&A career in private equity with the Jordan Industries, Inc., the holding company strategy of the Jordan Company. He began his career in public accounting. Greg holds a Bachelor of Business Administration degree with a concentration in accounting and a minor in economics from Northeastern Illinois University. Youtube Video Link: https://www.youtube.com/watch?v=pHoDCIkVGeQYoutube Title: Featured VideoYoutube Video Text: Inside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP.