March 2015
RALEIGH, North Carolina – Chartwell is proud to announce that Managing Director Matt Keene has been elected to serve on the Board of Directors for the National Center for Employee Ownership (NCEO). As an NCEO board member, Matt will work to promote employee ownership across the United States through advocacy and education. Already an active member of the employee stock ownership plan (ESOP) and equity compensation communities, Matt will continue his commitment to education and best practices in this new role. He will begin his term on April 1.
March 2015
CHICAGO, Illinois – Chartwell is pleased to announce the addition of Craig Cook as a Managing Director to the firm. Craig will lead Chartwell’s Chicago valuation practice. He is a seasoned specialist in the valuation of complex financial instruments such as preferred stock, convertible debt, swaps, warrants, and options. Craig also specializes in the appraisal of fractional equity ownership interests, intangible assets, and intellectual property. He provides appraisal services for purposes of financial statement reporting under ASC 350, 450, 718, 805, 815, and 820. Craig also has experience valuing illiquid assets managed by private equity and venture capital funds, hedge funds, and mutual funds.
January 2015
Chartwell is pleased to announce the successful sale of TPI Hospitality to the TPI Hospitality Employee Stock Ownership Trust. The selling shareholders elected to sell to an ESOP to reward the Company's employee-associates for their past, current, and future service, as well as to preserve the legacy and culture, and to position TPI for continued success over many years to come.
December 2014
Chartwell is pleased to announce MacArthur Co.’s successful purchase of Weekes Forest Products, Inc. MacArthur, a 100% ESOP-owned building products distributor, explored the business combination as part of its ongoing corporate development plan.
March 2014
Chartwell is pleased to announce the successful sale of Global Asset Advisors, LLC (d.b.a. Daniels Trading) and Top Third Ag Marketing, LLC based in Chicago, IL to GAIN Capital Holdings, Inc. (NYSE: “GCAP”). The shareholders sought to obtain a strategic partner to assist in furthering the growth of the businesses.