Select Engagements Complete saleto an ESOPFinancial AdvisorLearn moreFollow-on equityto the ESOPFinancial AdvisorLearn moreSale of the Company toNorwest Equity PartnersFinancial AdvisorAcquisition ofEase Entertainment ServicesFinancial AdvisorComplete saleto an ESOPFinancial AdvisorSale of the Company toGAIN Capital Holdings, Inc.Financial AdvisorAcquisition of WeekesForest Products, Inc.Financial AdvisorAcquisition ofCRT/tanakaFinancial AdvisorHas become a100% ESOP CompanyFinancial AdvisorRecaptialization,majority saleFinancial AdvisorComplete saleto an ESOPFinancial AdvisorSale of the Company toResa Power SolutionsFinancial AdvisorComplete saleto an ESOPFinancial AdvisorComplete saleto an ESOPFinancial AdvisorMajority saleto an ESOPFinancial AdvisorMinority saleto an ESOPFinancial AdvisorEnergy Panel Structures, Inc.Acquisition ofFingerlakes ConstructionFinancial AdvisorSale of the Company toThe Chefs' WarehouseFinancial AdvisorMajority saleto an ESOPFinancial AdvisorComplete saleto an ESOPFinancial AdvisorRecapitalization,majority saleFinancial AdvisorSale of the Company toAllflexUSA, Inc.Financial AdvisorSale of the Company toPetroSkills, LLCFinancial AdvisorSale of the Company toAgropurFinancial Advisor« PrevNext »Ask the expertContact Greg Fresh for more information on Mergers & AcquisitionsGreg Fresh > >Featured VideoInside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP. Chartwell has a long and proven history of providing independent financial and strategic advice and solutions. Our M&A advisory team has advised public companies, financial sponsors, family owned businesses, and ESOP-owned companies in over 500 M&A mandates. In positions prior to Chartwell, our professionals have gained experience as principal investors working for private equity firms and global fortune 100 companies, giving us unique insight as to how different acquirers view and process opportunities. Chartwell draws upon our firm-wide resources to deliver the best possible solution for our clients; our senior professionals actively lead all facets of the engagement from kick-off to completion. Areas of mergers and acquisitions expertise: Traditional M&AStrategic sale Majority, control sell-side (LBO) Minority, non-control sell-side (Recapitalization) Management-sponsored leveraged buyouts (MBO) Buy-side transactions Corporate ESOP AdvisoryEquity sales to newly created ESOPs Second stage (follow on) ESOP transactions Tax-free sales, 1042 election Complex ESOP structures involving multi-layered capital structures ESOP diversification, equity buy-downs, and restructurings Sale of ESOP-owned companies In either sell-side or buy-side M&A mandates (including ESOPs) the following are the typical services: Understanding our clients objectives Understanding the company’s strategic plan In-depth business review and due diligence Valuation from different perspectives (type of acquirer/methodologies) Identifying prospective Acquirers or Targets Development of marketing and presentation materials Conducting investor presentations Transaction funding Negotiation and closing PMC 2016 M&A Complete saleto an ESOPFinancial AdvisorLearn more Company logo: Pima 2015 M&A Follow-on equityto the ESOPFinancial AdvisorLearn more Company logo: Marco - M&A Sale of the Company toNorwest Equity PartnersFinancial Advisor Company logo: Entertainment Partners - M&A Acquisition ofEase Entertainment ServicesFinancial Advisor Company logo: TPI Complete saleto an ESOPFinancial Advisor Company logo: Daniels Trading & Top Third Sale of the Company toGAIN Capital Holdings, Inc.Financial Advisor Company logo: MacArthur Co Acquisition of WeekesForest Products, Inc.Financial Advisor Company logo: Padilla CRT Acquisition ofCRT/tanakaFinancial Advisor Company logo: JLG Has become a100% ESOP CompanyFinancial Advisor Company logo: Cal Tex Recaptialization,majority saleFinancial Advisor Company logo: Inside Edge Complete saleto an ESOPFinancial Advisor Company logo: Dymax Sale of the Company toResa Power SolutionsFinancial Advisor Company logo: Micro Matics Complete saleto an ESOPFinancial Advisor Company logo: The Bernard Group M&A Complete saleto an ESOPFinancial Advisor Company logo: All My Sons M&A Majority saleto an ESOPFinancial Advisor Company logo: Pima Medical Institute Minority saleto an ESOPFinancial Advisor Company logo: EPS Acquisition ofFingerlakes ConstructionFinancial Advisor Title text: Energy Panel Structures, Inc.Company logo: Queensgate Sale of the Company toThe Chefs' WarehouseFinancial Advisor Company logo: Shorr Majority saleto an ESOPFinancial Advisor Company logo: Wunderlich-Malec Complete saleto an ESOPFinancial Advisor Company logo: Kurt Recapitalization,majority saleFinancial Advisor Company logo: Biomark Sale of the Company toAllflexUSA, Inc.Financial Advisor Company logo: John M Campbell Sale of the Company toPetroSkills, LLCFinancial Advisor Company logo: Schroeder Sale of the Company toAgropurFinancial Advisor Company logo: Greg Fresh Greg Fresh Managing Director Minneapolis, MN email@example.com V-card PRESENT POSITION Greg leads Chartwell’s Corporate Finance practice. He has an extensive background in mergers and acquisitions and corporate finance. During the course of his 25+ year career, he has been involved in sell-side, buy-side, and capital markets transactions in a variety of settings, both as an advisor and as a principal investor. MEMBERSHIPS AND DESIGNATIONS Greg has held positions on the Legal & Regulatory Committee of The ESOP Association and the Advisory Committee for the Employee-Owned S Corporations of America (ESCA). Greg is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 62, 63, and 79 licenses. PRIOR EXPERIENCE AND EDUCATION Prior to joining Chartwell, Greg was Managing Director at Bank of America Merrill Lynch’s (BAML) Middle-Market M&A advisory group, where he was responsible for covering diversified industrial clients, as well as ESOP advisory for both middle-market and global investment banks. Prior to BAML, Greg was a Managing Director at ABN AMRO’s North American Mid-Market Corporate Finance group (ABN), where he was responsible for M&A and general corporate finance. While at ABN, he established the ESOP Advisory practice for the investment bank, leveraging LaSalle’s ESOP structured lending business into an advisory capability. In addition, with the Financial Sponsors group, he initiated a public-to-private practice for mid-cap companies. Prior to his global investment banking experience, Greg was a Managing Director at Lazard Middle Market (formerly known as Goldsmith Agio Helms), where he represented corporations, private equity, and private business owners in a variety of middle-market transactions. Furthermore, Greg held positions of increasing responsibility in corporate development and financial management with Diageo, PLC, a global food and beverage products company, and Invensys PLC, a global technology company. Greg began his M&A career in private equity with the Jordan Company. Greg graduated magna cum laude with a Bachelor of Arts degree in business administration from Northeastern Illinois University. Youtube Video Link: https://www.youtube.com/watch?v=pHoDCIkVGeQYoutube Title: Featured VideoYoutube Video Text: Inside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP.