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Chartwell Advises Michel Family and Superior Pump on Majority Equity Sale to Pedrollo Group S.p.A.
Chartwell is pleased to announce a majority sale of Superior Pump to Pedrollo Group S.p.A. The combination of these two entities presents an excellent opportunity for Pedrollo to penetrate the highly desirable North American water pump market with its newly-owned, well-established platform in Superior Pump. Chartwell served as the exclusive financial advisor to the Michel family and Superior Pump, providing comprehensive, unbiased counsel to the shareholders on the transaction.
Management Teams and Business Risk: Are They Connected?
There are certain qualitative inputs that are significant in determining a company’s risk profile, including the strength and depth of the management team. Vice President Rachel Flaskey discusses factors business appraisers consider when determining the overall strength, depth, and effectiveness of management.
Chartwell Advises Spring Oaks Capital on Structured Capital Investment Alongside New $150 Million Credit Facility
Chartwell is pleased to announce that Spring Oaks Capital, LLC has received a substantial structured capital investment, accelerating the company’s establishment as the premier, technology-enabled consumer debt investment and collections platform in the industry. Chartwell served as Spring Oaks’ exclusive financial advisor, providing strategic counsel to the Company as it evaluated its capital structure alternatives in pursuit of sustainable growth.
Alternative Financing Sources in ESOP Transactions
Dan Kaczmarek describes alternative financing sources for transactions involving ESOP-owned companies in a chapter of the NCEO's latest edition of Leveraged ESOPs and Employee Buyouts. The chapter also explores what key stakeholders should consider before seeking these alternatives.
Beyond COVID - Keeping Your ESOP On Track Podcast
Tina DiCroce and Collin Mayer recently participated in an episode of the Owners at Work podcast, which is hosted by the Ohio Employee Ownership Center.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.