Chartwell recently celebrated our annual summer charity day! Our entire team spent time at Feed My Starving Children.

Ted Margarit

Ted is a member of Chartwell’s corporate finance practice, where he focuses on providing ownership transition strategies, including the execution of ESOP transactions and/or traditional sell-side M&A processes with strategic and private equity buyers. His combination of industry experience, transaction analysis, 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

Ted is a member of The ESOP Association, where he currently serves on the Legislative & Regulatory Advisory Committee. He frequently speaks at national conferences held by The ESOP Association and the National Center for Employee Ownership. 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, LLC and holds FINRA Series 63 and 79 licenses. He also holds licenses to practice law in Minnesota and North Dakota. He 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, where he advised companies in the consumer products and services, food and beverage, and restaurant and retail sectors. Prior to Harris Williams, Ted was a member of the M&A Group at Lazard Middle Market. 

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.

Authored Resources


Back to top