Jump to navigation
Who We Serve
> Ownership Advisory
> Executive Comp & Benefits
> Risk Mitigation
> Mergers & Acquisitions
> Capital Markets
> Fairness Opinions
> Solvency Opinions
> ESOP & ERISA
> Estate & Gift
> Equity Compensation
> Financial Reporting
> Corporate Planning
Agriculture & Food and Beverage
Architecture, Engineering, & Consulting
Business & Consumer Services
Construction & Building Materials
Consumer Products & Retail
Healthcare & Life Sciences
Industrials & Manufacturing
Technology & Telecommunications
Transportation & Distribution
You are here
Chartwell Advises Bernards Holdings, Inc. on the Transition to 100% Employee Ownership
MINNEAPOLIS, Minnesota – March 20, 2017 – Chartwell is pleased to announce Bernards Holdings, Inc. (“Bernards” or the “Company”) has completed the transition to 100% employee ownership (the “transaction”) through a newly established Employee Stock Ownership Plan (“ESOP”). Chartwell acted as the exclusive financial advisor to Bernards throughout the transaction, providing comprehensive counsel on the sale of 100% of the Company’s stock to its employees. Following an efficient, organized ESOP transaction process that exceeded the expectations of all stakeholders, the transition to employee ownership was completed on April 12, 2017.
Chartwell Hosts UMN Carlson Students
As part of Chartwell’s ongoing educational outreach program, we recently hosted a group of 11 students from the University of Minnesota Carlson School of Management career trek program. The students met with our professionals in our Minneapolis office and learned more about Chartwell and career options in valuation and corporate finance.
The ESOP Association's 40th Annual Conference
Join Chartwell for The ESOP Association's 40th Annual Conference, May 11-12, in Washington, D.C.! We have three experts speaking on current ESOP topics.
2017 ACEC Annual Convention and Legislative Summit
Join Chartwell for the 2017 ACEC Annual Convention and Legislative Summit, April 23-26, in Washington, D.C.! We have three experts speaking on current topics affecting the A/E industry.
Join Chartwell at NCEO's Employee Ownership Conference 2017
Join Chartwell at NCEO's annual Employee Ownership Conference in Denver, Colorado, April 4-6, 2017. Listen to our experts speak on current ESOP issues and visit us at Booth #24!
© 2017 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.