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Chartwell's 2017 Intern Day
As part of Chartwell’s ongoing educational outreach program, we hosted our second annual Intern Day on July 18. Eight students from the University of St. Thomas and University of Minnesota – Carlson School of Management gathered in our Minneapolis office to learn more about Chartwell and career options in finance.
The ESOP Association's Annual Midwest Conference 2017
Join Chartwell for this annual conference in Omaha, Nebraska, September 7-8! Chartwell is a Silver sponsor of this event.
Chartwell Advises NovaCopy, Inc. on its Partnership with Trivest Partners
Chartwell is pleased to announce the successful recapitalization and equity partnership of NovaCopy, Inc. with Trivest Partners, L.P., a recognized leader in the investment community focused on providing equity to founder and family owned businesses to accelerate growth.
Chartwell Welcomes Michael Grad, Adds New York Presence and Financial Restructuring Group
Chartwell is pleased to announce the appointment of Michael Grad as a Managing Director. With more than 30 years of experience in the investment banking and insurance industries, Michael will open a New York office and expand Chartwell’s Corporate Finance practice through the establishment of a Financial Restructuring group.
Ted Margarit Announced as Winner of The M&A Advisor's 8th Annual Emerging Leaders Award
The M&A Advisor recently announced Ted Margarit as a winner of the 8th Annual Emerging Leaders Award. Ted was chosen for his accomplishments and professional expertise from a pool of nominees by an independent judging panel of distinguished business leaders. The Emerging Leaders Awards celebrate industry leaders in mergers and acquisitions, financing, and restructuring who have reached a significant level of success in the industry before the age of 40.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.