News

March 2020
Senior Traditional Private Placement Market Update - Q1 2020
Uncertainty and fear dealing with COVID-19? The private placement market provides a clear reprieve…
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March 2020
Pandemic and the Capital Markets
Recent Financial Restructuring Case Studies
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March 2020
Chartwell Celebrates Women's History Month
Chartwell is proud to celebrate our female team members across the country! Since 1995, presidents have issued a series of annual proclamations designating the month of March as “Women’s History Month.” These proclamations celebrate the contributions women have made to the United States and recognize specific achievements women have made over the course of American history in a variety of fields.
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March 2020
Ashleigh Newlin Featured in The ESOP Association's ESOP Report: Recycling vs. Redeeming
In the March 2020 edition of The ESOP Association's ESOP Report, Chartwell Vice President Ashleigh Newlin addresses the two basic methods for repurchasing ESOP shares in her article "Recycling vs. Redeeming."
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February 2020
ESOP Distribution Policy: Choices, Consequences & Compromises
The ESOP distribution policy—the policy which dictates the timing, method, and form in which participants receive their ESOP account balance upon termination—is a key element of plan design. Accordingly, company leaders should thoughtfully approach the development of their policy as well as changes to the policy that may be necessary after the plan’s inception. What works well early in the life of the ESOP may not work as well years later. With careful consideration and attention, distribution policy is a tool ESOP companies can use to manage repurchase obligations and participant benefit levels throughout the ESOP lifecycle.
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