Ted Margarit

Ted Margarit
Principal

PRESENT POSITION
Ted is a member of Chartwell’s Corporate Finance practice where he focuses on providing ownership transition strategies, including the execution of ESOP transactions and/or traditional sell-side M&A processes with strategic and private equity buyers.  His combination of industry experience, transaction analysis, execution expertise, and a practical, solutions-focused legal perspective provide Ted with a unique skillset to advise clients in a comprehensive, holistic fashion.

 

MEMBERSHIPS AND DESIGNATIONS

Ted holds the FINRA Series 63 and 79 licenses, as well as licenses to practice law in Minnesota and North Dakota.  He is admitted to practice before the North Dakota Federal District Court, the United States Tax Court, and the U.S. 8th Circuit Court of Appeals.  Additionally, Ted is a member of the Legislative and Regulatory Advisory Committee of The ESOP Association and frequently speaks at The ESOP Association and National Center for Employee Ownership conferences.  In 2017, Ted received The M&A Advisor’s Emerging Leaders Award in recognition of his expertise and professional accomplishments.  

 

PRIOR EXPERIENCE AND EDUCATION
Prior to joining Chartwell, Ted was an investment banker in the Consumer Group at Harris Williams & Company, a preeminent sell-side M&A advisor to the middle market where he advised companies in the consumer products and services, food and beverage, and restaurant and retail sectors.  Prior to Harris Williams & Co., Ted began his investment banking career in the Middle Market M&A Group at Lazard, Ltd., a leading global investment banking services provider. 

 

Preceding his investment banking career, Ted practiced law in the areas of M&A and tax, with a particular emphasis on the creation, maintenance, and termination of ESOPs.  Included in his ESOP practice were transactions involving both the purchase and sale of sponsoring employers, as well as general ESOP operational issues, IRS/DOL compliance reviews and corrective actions, and plan document drafting.

 

Ted earned a Masters of Business Administration degree in corporate finance and real estate from the University of North Carolina’s Kenan-Flagler Business School, a Juris Doctor from the University of St. Thomas School of Law, and a Bachelor of Business Administration degree in aviation management from the University of North Dakota, where he also received his Commercial Pilot license.