Jump to navigation
Who We Serve
> Ownership Advisory
> ESOP RO & Sustainability
> Executive Comp & Benefits
> Capital Reserve Planning
> Mergers & Acquisitions
> Capital Markets
> Financial Restructuring
> Fairness Opinions
> Solvency Opinions
> Corporate Planning
> ESOP & ERISA
> Estate & Gift
> Equity Compensation
> Financial Reporting
Agriculture & Food and Beverage
Architecture & Engineering
Business & Consumer Services
Construction & Building Materials
Consumer Products & Retail
Healthcare & Life Sciences
Industrials & Manufacturing
Technology & Telecommunications
Transportation & Distribution
You are here
Senior Traditional Private Placement Market Update - Q1 2020
Uncertainty and fear dealing with COVID-19? The private placement market provides a clear reprieve…
Pandemic and the Capital Markets
Recent Financial Restructuring Case Studies
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.
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."
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.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.