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. 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: Greg Fresh Greg Fresh Managing Director Minneapolis, MN 612-230-3125 firstname.lastname@example.org V-card PRESENT POSITION Greg leads Chartwell’s Corporate Finance practice. He has an extensive background in mergers and acquisitions and corporate finance. During the course of his 25+ year career, he has been involved in sell-side, buy-side, and capital markets transactions in a variety of settings, both as an advisor and as a principal investor. MEMBERSHIPS & DESIGNATIONS Greg has held positions on the Legal & Regulatory Committee of The ESOP Association and the Advisory Committee for the Employee-Owned S Corporations of America (ESCA). 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 at Bank of America Merrill Lynch’s (BAML) Middle-Market M&A advisory group, where he was responsible for covering diversified industrial clients, as well as ESOP advisory for both middle-market and global investment banks. Prior to BAML, Greg was a Managing Director at ABN AMRO’s North American Mid-Market Corporate Finance group (ABN), where he was responsible for M&A and general corporate finance. While at ABN, he established the ESOP Advisory practice for the investment bank, leveraging LaSalle’s ESOP structured lending business into an advisory capability. In addition, with the Financial Sponsors group, he initiated a public-to-private practice for mid-cap companies. Prior to his global investment banking experience, Greg was a Managing Director at Lazard Middle Market (formerly known as Goldsmith Agio Helms), where he represented corporations, private equity, and private business owners in a variety of middle-market transactions. Furthermore, Greg held positions of increasing responsibility in corporate development and financial management with Diageo, PLC, a global food and beverage products company, and Invensys PLC, a global technology company. Greg began his M&A career in private equity with the Jordan Company. Greg graduated magna cum laude with a Bachelor of Arts degree in business administration 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.