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Chartwell Minneapolis Volunteers at Ronald McDonald House
Chartwell Minneapolis volunteered to serve dinner at the local Ronald McDonald House as part of the Cooks for Kids Meal Program! The team planned, shopped, prepared, and served a five-course home-cooked meal for the families residing at the Ronald McDonald House.
Olivia Pieschel Named to ACG Portland Board of Directors
Congratulations to Senior Associate Olivia Pieschel on her appointment to the Association for Corporate Growth (ACG) Portland Chapter Board of Directors!
We are pleased to announce the promotions of 14 professionals in our Chicago, Minneapolis, Orange County, and Portland offices! These team members have helped Chartwell achieve its mission to deliver the most creative, unbiased, and responsible solutions in the financial advisory industry.
Using the Three R's to Optimize Your ESOP
The "Three Rs" - Recycle, Redeem, or Releverage Ashleigh Newlin defines and explains how each strategy to fund repurchase of employee-owned shares impacts employee benefits, shareholder returns, and the ESOP-owned company's repurchase obligations.
Chartwell Arranges New Revolving Credit Facility for Nelson Worldwide Holdings, Inc.
Chartwell Financial Advisory is pleased to announce that its Corporate Finance team assisted Nelson Worldwide Holdings, Inc. successfully execute a follow-on debt capitalization transaction. The Nelson’s new senior secured revolving credit facility will provide the company with additional working capital flexibility to achieve its near- and long-term growth, as well as reduce its cost of capital by converting a portion of its existing senior term loan, previously arranged and placed by Chartwell.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.