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.

Ted Margarit

Ted is a member of Chartwell’s corporate finance practice, where he is dedicated to providing unbiased, outcome agnostic strategic analysis and solutions through the implementation of capital placement and/or ownership transition strategies, including the execution of ESOP transactions and/or traditional sell-side M&A processes. His experience across dozens of transactions totaling ~$10 billion of aggregate value, multi-faceted analytical skills, execution expertise, and a practical, solutions-focused legal perspective provide Ted with a unique skillset to advise clients in a comprehensive, holistic fashion.

Professional Involvement

Presently, Ted serves on the Advisory Board of Campers Inn Holding Corporation, the largest family-held RV dealer in the U.S. He is also a member of The ESOP Association, where he currently serves on the Legislative & Regulatory Advisory Committee. He is also a member of the National Center for Employee Ownership (NCEO). Ted frequently speaks at national conferences held by both associations. Ted is a recipient of The M&A Advisor’s Emerging Leaders Award in recognition of his expertise and professional accomplishments.

Ted is a registered representative with Chartwell affiliate, CCS Transactions, and holds FINRA Series 63 and 79 licenses. He is licensed to practice law in Minnesota and North Dakota and is admitted to practice before the North Dakota Federal District Court, the United States Tax Court, and the U.S. 8th Circuit Court of Appeals.

Professional Experience

Prior to Chartwell, Ted was an investment banker in the Consumer Group at Harris Williams & Company and was a member of the M&A Group at Lazard Middle Market prior thereto. Preceding his investment banking career, Ted practiced law in the areas of M&A and tax, with a particular emphasis on the creation, maintenance, and termination of ESOPs. Included in his ESOP practice were transactions involving both the purchase and sale of sponsoring employers, as well as general ESOP operational issues, IRS/DOL compliance reviews and corrective actions, and plan document drafting.

Check the background of this investment professional on FINRA’s BrokerCheck.

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