ESOP Companies

Select Engagements

  • ESOP acquired a controlling
    interest to become 100% ESOP
    Financial Opinion

  • Acquisition of
    Ease Entertainment Services
    Financial Advisor

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • Russ Davis Wholesale, Inc.

    ESOP
    Valuation Client

  • Merger of the Company
    with a strategic partner
    Financial Opinion

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • Acquisition of Weekes
    Forest Products, Inc.
    Financial Advisor

  • ESOP
    Valuation Client

  • Annual ESOP Valuation
    Trustee Advisor

  • Newly formed ESOP
    acquired 100% interest
    Financial Opinion

  • ESOP acquired minority
    interest of the Company
    Financial Opinion

  • Skogen's Festival Foods

    ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • Acquisition of
    CRT/tanaka
    Financial Advisor

  • Newly formed ESOP
    acquired 100% interest
    Financial Opinion
    Learn more

  • ESOP
    Valuation Client

  • Merger of 100%
    ESOP-owned companies
    Financial Opinion

  • Sale of the Company
    to an ESOP
    Corporate Advisor

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • Life Care Services, LLC

    ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • Follow-on Equity Sale
    to the ESOP
    Financial Advisor
    Learn more

  • ESOP Acquired
    100% Interest
    Financial Opinion

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP
    Valuation Client

  • ESOP has become
    100% ESOP owned
    Financial Opinion

  • Acquisition of
    FAST Manufacturing, Inc.
    Financial Opinion

  • has become
    100% ESOP owned
    Financial Opinion
    Learn more

  • Newly formed ESOP
    acquired 100% interest
    Financial Opinion

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Ask the expert
Contact Matt Schubring for more information on ESOP Companies
Featured Video

ESOP Engagements - Inside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP.

What are ESOPs, how do they work, and what are the potential benefits for current owners and employees? Chris Staloch explains the basics of employee ownership.

Chartwell has unparalleled expertise working with Employee Stock Ownership Plans (ESOPs) and companies exploring or pursuing employee ownership.  Chartwell is a nationally recognized market leader, known for our significant experience in complex ESOP-related projects.  Our professionals have comprehensive experience in ESOP engagements, having represented both private shareholders, ESOP fiduciaries, and trustees in valuations, transactions, and advisory engagements.

We maintain long-term relationships with leading independent ESOP trustees, third-party administrators, attorneys, financial advisors, and other consultants specializing in ESOPs.  Chartwell professionals hold leadership positions within ESOP industry associations, including The ESOP Association, the National Center for Employee Ownership and Employee-Owned S-Corporations of America. Our professionals regularly present at conferences and webinars hosted by these organizations.

Chartwell provides all of our services to ESOP companies, in particular:

Matt Schubring, ASA
Litehouse
Entertainment Partners - M&A
Alaska Rent a Car
Walman - ESOP
Quickway - ESOP
Russ Davis - ESOP
Gold'n Plump
King Arthur - ESOP
Coborn's - ESOP
MacArthur Co
HPM - ESOP
Wenck
Nina Hale
SCIPI
Skogen's Festival Foods - ESOP
Architectural Nexus - ESOP
Padilla CRT
Pro-Tec Fairness
Ramler - ESOP
Fargo Hose Fairness
Wunderlich
Quality Staffing - ESOP
Sletten - ESOP
LCS - ESOP
VGM - ESOP
Force America - ESOP
Pima 2015 M&A
Smith Seckman Reid
DCI - ESOP
National Wire & Cable - ESOP
PPI - ESOP
The Gazette Company
WASP
Diamond Line 2016 Fairness
City Auto Glass Fairness
Youtube Video Link: 
https://www.youtube.com/watch?v=pHoDCIkVGeQ
Youtube Title: 
Featured Video
Siderail Text: 
What are ESOPs, how do they work, and what are the potential benefits for current owners and employees? <a href="http://www.chartwellfa.com/pros-and-cons-esops">Chris Staloch explains the basics of employee ownership.</a>
Youtube Video Text: 
<h2>ESOP Engagements - Inside Edge CEO David Moeller shares his experience working with Chartwell to sell the company to an ESOP.</h2>