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Chartwell Advises Pima Medical Institute
Chartwell is pleased to announce Pima Medical Institute (PMI), the leading accredited provider of proprietary post-secondary allied health education, has completed a follow-on equity sale to its Employee Stock Ownership Plan (ESOP). In 2012, PMI engaged Chartwell to execute a follow-on sale to the PMI ESOP for purposes of providing shareholder liquidity. This past year, PMI engaged Chartwell to advise on an additional increase in PMI ESOP ownership through the sale of the Chairman’s equity The transaction successfully closed on December 15, 2015.
Chartwell 2015 By The Numbers
Check out our recap of 2015! Thanks for another great year, and we look forward to serving you in 2016!
Chartwell Holiday Charity Involvement
This holiday season, Chartwell professionals participated in Operation Christmas Child, an effort that brings joy and hope to needy children around the world through gift-filled shoe boxes.
Purchase Price Allocation: An Overview & Update
Some of the rules regarding a purchase price allocation have changed and some have actually become simpler. What do I need to know? Mark Gehrig walks us through the basics of this important compliance requirement.
Pamela Steverango Retires After 30 Years
It is with mixed emotions that Chartwell announces Managing Director Pamela Steverango’s retirement at the end of this year. Pamela has been a valued partner and friend for the past six years and we will miss her wisdom, insightful thinking, and ability to forge lasting relationships with everyone she meets.
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Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.