Mergers & Acquisitions

Select Engagements
  • Complete sale
    to an ESOP
    Financial Advisor
    Learn more

  • Follow-on equity
    to the ESOP
    Financial Advisor
    Learn more

  • Sale of the Company to
    Norwest Equity Partners
    Financial Advisor

  • Acquisition of
    Ease Entertainment Services
    Financial Advisor

  • Complete sale
    to an ESOP
    Financial Advisor

  • Sale of the Company to
    GAIN Capital Holdings, Inc.
    Financial Advisor

  • Acquisition of Weekes
    Forest Products, Inc.
    Financial Advisor

  • Acquisition of
    CRT/tanaka
    Financial Advisor

  • Has become a
    100% ESOP Company
    Financial Advisor

  • Recaptialization,
    majority sale
    Financial Advisor

  • Complete sale
    to an ESOP
    Financial Advisor

  • Sale of the Company to
    Resa Power Solutions
    Financial Advisor

  • Complete sale
    to an ESOP
    Financial Advisor

  • Complete sale
    to an ESOP
    Financial Advisor

  • Majority sale
    to an ESOP
    Financial Advisor

  • Minority sale
    to an ESOP
    Financial Advisor

  • Energy Panel Structures, Inc.

    Acquisition of
    Fingerlakes Construction
    Financial Advisor

  • Sale of the Company to
    The Chefs' Warehouse
    Financial Advisor

  • Majority sale
    to an ESOP
    Financial Advisor

  • Complete sale
    to an ESOP
    Financial Advisor

  • Recapitalization,
    majority sale
    Financial Advisor

  • Sale of the Company to
    AllflexUSA, Inc.
    Financial Advisor

  • Sale of the Company to
    PetroSkills, LLC
    Financial Advisor

  • Sale of the Company
    to Stryker Corporation
    Financial Advisor

  • Sale of the Company to
    Agropur
    Financial Advisor

Ask the expert
Contact Greg Fresh for more information on Mergers & Acquisitions
Featured Video
Inside 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&A
    • Strategic sale
    • Majority, control sell-side (LBO)
    • Minority, non-control sell-side (Recapitalization)
    • Management-sponsored leveraged buyouts (MBO)
    • Buy-side transactions
  • Corporate ESOP Advisory
    • Equity 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

Marco - M&A

Sale of the Company to
Norwest Equity Partners
Financial Advisor

TPI

Complete sale
to an ESOP
Financial Advisor

MacArthur Co

Acquisition of Weekes
Forest Products, Inc.
Financial Advisor

Padilla CRT

Acquisition of
CRT/tanaka
Financial Advisor

JLG

Has become a
100% ESOP Company
Financial Advisor

Cal Tex

Recaptialization,
majority sale
Financial Advisor

Inside Edge

Complete sale
to an ESOP
Financial Advisor

Dymax

Sale of the Company to
Resa Power Solutions
Financial Advisor

Micro Matics

Complete sale
to an ESOP
Financial Advisor

EPS

Acquisition of
Fingerlakes Construction
Financial Advisor

Title text: 
Energy Panel Structures, Inc.

Queensgate

Sale of the Company to
The Chefs' Warehouse
Financial Advisor

Shorr

Majority sale
to an ESOP
Financial Advisor

Kurt

Recapitalization,
majority sale
Financial Advisor

Biomark

Sale of the Company to
AllflexUSA, Inc.
Financial Advisor

John M Campbell

Sale of the Company to
PetroSkills, LLC
Financial Advisor

Marshall Steele

Sale of the Company
to Stryker Corporation
Financial Advisor

Schroeder

Sale of the Company to
Agropur
Financial Advisor

Greg Fresh

Greg Fresh
Managing Director

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 Business Administration from Northeastern Illinois University.  

Youtube Title: 
Featured Video
Youtube Video Text: 
Inside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP.