Chartwell is a national leader in financial advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle market companies.

You make decisions everyday that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help by providing you with the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry.

Your world is complex, fast-paced, and changing. Our talented team of professionals is devoted to providing clarity, simplicity, and speed.

You want to grow businesses, enrich the lives of employees, and enhance the communities in which you serve. Our comprehensive, holistic approach to optimizing the long-term outcome for every stakeholder does exactly that.

Services

Chartwell offers a full complement of financial advisory and valuation services designed to address multiple business issues that are uniquely interconnected.  We bring an independent and unbiased approach to each engagement, with attention dedicated to solving your most challenging and demanding questions.

• Advisory
• Corporate Finance
• Transaction Opinions
• Valuation

ESOP Companies

Chartwell has unparalleled expertise working with Employee Stock Ownership Plans (ESOPs) and companies exploring or pursuing employee ownership.  Chartwell professionals have comprehensive experience in ESOP engagements, having represented both private shareholders, ESOP fiduciaries, and trustees in valuations, transactions, and advisory engagements.

Chartwell provides all our services to ESOP companies, in particular:

• Valuations for annual ESOP administration
• Fairness opinions for ESOP transactions
• Advisory on equity sales to new and existing ESOPs
• Advisory on the sale of an ESOP-owned company
• Company buy-side advisory
• ESOP sustainability analysis, including evaluation of repurchase obligation
• Executive compensation consulting

WE BELIEVE

On nearly every major decision in life, you take the long view, measuring possible scenarios against the ultimate arbiter of the bigger picture: time. You're in good company. For if we believe anything, it’s that—

In the long run, the long run is all that matters.