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Chartwell Recognized by ACEC
At the 2017 ACEC Annual Convention in Washington, D.C. last month, ACEC recognized Chartwell for the firm's continuous support of ACEC and dedication to its members. Chartwell is the longest standing repeat sponsor of ACEC and has been the anchor sponsor of the CFO Council’s Finance Track for six consecutive years.
Chartwell Advises Challenge Manufacturing Company on Refinancing Existing Indebtedness
MINNEAPOLIS, Minnesota – May 8, 2017 – Chartwell is pleased to announce that its Corporate Finance team recently assisted Challenge Mfg. Company, LLC (“Challenge” or the “Company”) and its Board of Directors in successfully executing a debt recapitalization and refinancing transaction. The newly funded indebtedness and executed structure provide the Company with an improved cost of capital and the capability to generate higher free cash flow, while also creating flexibility to allow for investment in the Company’s continued growth. The financing package includes a revolving credit facility as well as a senior secured term loan.
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.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.