Select Engagements ESOP acquired a controllinginterest to become 100% ESOPFinancial OpinionAcquisition ofEase Entertainment ServicesFinancial AdvisorESOPValuation ClientESOPValuation ClientESOPValuation ClientRuss Davis Wholesale, Inc.ESOPValuation ClientMerger of the Companywith a strategic partnerFinancial OpinionESOPValuation ClientESOPValuation ClientAcquisition of WeekesForest Products, Inc.Financial AdvisorESOPValuation ClientAnnual ESOP Valuation Trustee Advisor Newly formed ESOPacquired 100% interestFinancial OpinionESOP acquired minorityinterest of the CompanyFinancial OpinionSkogen's Festival FoodsESOPValuation ClientESOPValuation ClientAcquisition ofCRT/tanakaFinancial AdvisorNewly formed ESOPacquired 100% interestFinancial OpinionLearn moreESOPValuation ClientMerger of 100%ESOP-owned companiesFinancial OpinionSale of the Company to an ESOP Corporate Advisor ESOPValuation ClientESOPValuation ClientLife Care Services, LLCESOPValuation ClientESOPValuation ClientESOPValuation ClientFollow-on Equity Sale to the ESOP Financial Advisor Learn more ESOP Acquired 100% Interest Financial Opinion ESOPValuation ClientESOPValuation ClientESOPValuation ClientESOP has become100% ESOP ownedFinancial OpinionAcquisition ofFAST Manufacturing, Inc.Financial Opinionhas become100% ESOP ownedFinancial OpinionLearn moreNewly formed ESOPacquired 100% interestFinancial Opinion« PrevNext »Ask the expertContact Matt Schubring for more information on ESOP CompaniesMatt Schubring > >Featured VideoESOP 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: Valuations for annual ESOP administration Fairness opinions for ESOP transactions Advisory on equity sales to new and existing ESOPs Advisory on the sale of an ESOP-owned company Company buy-side advisory Capital markets advisory Strategic alternatives advisory ESOP sustainability analyses, including evaluation of repurchase obligation Executive compensation consulting Matt Schubring, ASALitehouseEntertainment Partners - M&AAlaska Rent a CarWalman - ESOPQuickway - ESOPRuss Davis - ESOPGold'n PlumpKing Arthur - ESOPCoborn's - ESOPMacArthur CoHPM - ESOPWenckNina HaleSCIPISkogen's Festival Foods - ESOPArchitectural Nexus - ESOPPadilla CRTPro-Tec FairnessRamler - ESOPFargo Hose FairnessWunderlichQuality Staffing - ESOPSletten - ESOPLCS - ESOPVGM - ESOPForce America - ESOPPima 2015 M&ASmith Seckman ReidDCI - ESOPNational Wire & Cable - ESOPPPI - ESOPThe Gazette CompanyWASPDiamond Line 2016 FairnessCity Auto Glass FairnessYoutube Video Link: https://www.youtube.com/watch?v=pHoDCIkVGeQYoutube Title: Featured VideoSiderail 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>
Select Engagements ESOP acquired a controllinginterest to become 100% ESOPFinancial OpinionAcquisition ofEase Entertainment ServicesFinancial AdvisorESOPValuation ClientESOPValuation ClientESOPValuation ClientRuss Davis Wholesale, Inc.ESOPValuation ClientMerger of the Companywith a strategic partnerFinancial OpinionESOPValuation ClientESOPValuation ClientAcquisition of WeekesForest Products, Inc.Financial AdvisorESOPValuation ClientAnnual ESOP Valuation Trustee Advisor Newly formed ESOPacquired 100% interestFinancial OpinionESOP acquired minorityinterest of the CompanyFinancial OpinionSkogen's Festival FoodsESOPValuation ClientESOPValuation ClientAcquisition ofCRT/tanakaFinancial AdvisorNewly formed ESOPacquired 100% interestFinancial OpinionLearn moreESOPValuation ClientMerger of 100%ESOP-owned companiesFinancial OpinionSale of the Company to an ESOP Corporate Advisor ESOPValuation ClientESOPValuation ClientLife Care Services, LLCESOPValuation ClientESOPValuation ClientESOPValuation ClientFollow-on Equity Sale to the ESOP Financial Advisor Learn more ESOP Acquired 100% Interest Financial Opinion ESOPValuation ClientESOPValuation ClientESOPValuation ClientESOP has become100% ESOP ownedFinancial OpinionAcquisition ofFAST Manufacturing, Inc.Financial Opinionhas become100% ESOP ownedFinancial OpinionLearn moreNewly formed ESOPacquired 100% interestFinancial Opinion« PrevNext »Ask the expertContact Matt Schubring for more information on ESOP CompaniesMatt Schubring > >Featured VideoESOP 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: Valuations for annual ESOP administration Fairness opinions for ESOP transactions Advisory on equity sales to new and existing ESOPs Advisory on the sale of an ESOP-owned company Company buy-side advisory Capital markets advisory Strategic alternatives advisory ESOP sustainability analyses, including evaluation of repurchase obligation Executive compensation consulting Matt Schubring, ASALitehouseEntertainment Partners - M&AAlaska Rent a CarWalman - ESOPQuickway - ESOPRuss Davis - ESOPGold'n PlumpKing Arthur - ESOPCoborn's - ESOPMacArthur CoHPM - ESOPWenckNina HaleSCIPISkogen's Festival Foods - ESOPArchitectural Nexus - ESOPPadilla CRTPro-Tec FairnessRamler - ESOPFargo Hose FairnessWunderlichQuality Staffing - ESOPSletten - ESOPLCS - ESOPVGM - ESOPForce America - ESOPPima 2015 M&ASmith Seckman ReidDCI - ESOPNational Wire & Cable - ESOPPPI - ESOPThe Gazette CompanyWASPDiamond Line 2016 FairnessCity Auto Glass FairnessYoutube Video Link: https://www.youtube.com/watch?v=pHoDCIkVGeQYoutube Title: Featured VideoSiderail 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>