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.


We pride ourselves as financial and valuation experts who create long-term relationships.

Valuation is the core of Chartwell’s business; virtually all of our services include valuation as part of the engagement. Since the firm’s inception, we have provided thousands of valuations for companies across a wide range of industries. Our nationally recognized valuation service provides independent analyses and comprehensive reports tailored to stakeholders’ unique needs.

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Case Study

Fostering an annual relationship with Assurance Manufacturing

Herb Lindberg from Assurance Manufacturing discusses the company's 25+ year relationship with Chartwell. We have been performing annual ESOP valuations since Chartwell's inception in 1995 and work with over 265 ESOP-owned companies annually.

From the Experts

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