News

August 2018
The ESOP Association's 2018 Midwest Conference
Join us for this annual ESOP conference September 5-7 in Rosemont, Illinois. Chartwell is proud to be a sponsor of this event!
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August 2018
Chris Staloch Quoted in Engineering Inc. Magazine
In the recent Engineering Inc. article, “ESOPs Rife with Advantages, Just Not for Everyone,” Chartwell Managing Director Chris Staloch discusses how leadership can build a company culture that nurtures the employee ownership structure.
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July 2018
Chartwell Advises NCB Management Services on $150 Million Debt Capital Raise
Chartwell is pleased to announce that NCB Management Services has raised $150 million of senior secured debt capital to facilitate a refinancing of existing indebtedness and support its opportunistic portfolio acquisition strategy. Chartwell served as NCB’s exclusive financial advisor, providing objective counsel to the Company throughout the capital raising process. Summit Partners Credit Advisors provided the highly flexible credit facility to enable the company to add scale to its impressive portfolio and leverage its brand as one of the premier accredited consumer debt investors in the United States.
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July 2018
Chartwell Advises on Simultaneous Sale of Sierra Aluminum Company to Samuel, Son & Co. and Sale Leaseback with LBA Realty
Chartwell is pleased to announce the successful sale of Sierra Aluminum Company to Samuel, Son & Co. Contemporaneously, Sierra sold its real estate in a sale leaseback transaction with LBA Realty, LLC. Chartwell acted as the exclusive financial advisor to Sierra, providing comprehensive and unbiased advice to the company throughout the duration of both transactions.
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July 2018
Portland Thought Leader Forum on ESOPs
Nick Braun participates on a panel of experts to discuss why it's critical to create a business succession plan and the pros and cons of ESOPs.
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