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This November, Chartwell professionals participated in Movember, the annual month-long moustache event put on by the Movember Foundation to raise awareness of some of the most significant health issues faced by men. Together, we raised over $4,000 to help men live happier, healthier, longer lives. We also grew some pretty fun facial hair.
Employee Ownership Month 2017
October is Employee Ownership Month, a time to reflect on the tremendous importance and benefits of employee ownership for both individuals and their companies.
The ESOP Association's 2017 Las Vegas ESOP Conference & Trade Show
Join Chartwell for The ESOP Association's 2017 Las Vegas ESOP Conference & Trade Show, November 9-10! Listen to our experts speak on current ESOP topics and visit our booth!
16th Annual M&A Advisor Award Finalists Announced
Chartwell is pleased to share that two of our recent completed transactions have been selected by The M&A Advisor as finalists in the 16th Annual M&A Advisor Awards.
Chartwell Advises Morton Buildings, Inc. on a Transaction to Become 100% Employee Owned
Chartwell is pleased to announce that Morton Buildings, Inc. has completed a transaction to become 100% employee owned through a newly established Employee Stock Ownership Plan (“ESOP”). Chartwell acted as the exclusive financial advisor to Morton Buildings throughout the Transaction, providing creative, unbiased counsel to management and the Board of Directors on the sale of a majority interest in the Company to its employees. Further, to support the Transaction and provide capital to ensure the ongoing growth and success of Morton Buildings, following an efficient, comprehensive placement process, JPMorgan Chase was selected to lead the Transaction financing and provide $90 million of capital to fund this next chapter in the Company’s long, enviable history.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.