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Chartwell Advises Bernards Holdings, Inc. on the Transition to 100% Employee Ownership
MINNEAPOLIS, Minnesota – April 20, 2017 – Chartwell is pleased to announce Bernards Holdings, Inc. (“Bernards” or the “Company”) has completed the transition to 100% employee ownership (the “transaction”) through a newly established Employee Stock Ownership Plan (“ESOP”). Chartwell acted as the exclusive financial advisor to Bernards throughout the transaction, providing comprehensive counsel on the sale of 100% of the Company’s stock to its employees. Following an efficient, organized ESOP transaction process that exceeded the expectations of all stakeholders, the transition to employee ownership was completed on April 12, 2017.
Chartwell Hosts UMN Carlson Students
As part of Chartwell’s ongoing educational outreach program, we recently hosted a group of 11 students from the University of Minnesota Carlson School of Management career trek program. The students met with our professionals in our Minneapolis office and learned more about Chartwell and career options in valuation and corporate finance.
The ESOP Association's 40th Annual Conference
Join Chartwell for The ESOP Association's 40th Annual Conference, May 11-12, in Washington, D.C.! We have three experts speaking on current ESOP topics.
2017 ACEC Annual Convention and Legislative Summit
Join Chartwell for the 2017 ACEC Annual Convention and Legislative Summit, April 23-26, in Washington, D.C.! We have three experts speaking on current topics affecting the A/E industry.
Join Chartwell at NCEO's Employee Ownership Conference 2018
Join Chartwell at NCEO's annual Employee Ownership Conference in Atlanta, Georgia, April 18-20, 2018. Listen to our experts speak on current ESOP issues and visit us at Booth #8!
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.