News

June 2016
Chartwell is pleased to announce Paper Machinery Corporation (“PMC” or the “Company”) has completed the transition of 100% of the Company’s stock to its employees (the “transaction”) through a newly established Employee Stock Ownership Plan (“ESOP”). Chartwell acted as the exclusive financial advisor to PMC throughout the transaction, providing comprehensive counsel on the transition to ESOP ownership and securing the related senior and mezzanine financing utilized to provide liquidity to the shareholders.
May 2016
Every year, ESOP participants receive statements and learn the value of their account, but do they understand how they can influence this value? Learn how communicating value is an important step in the process of developing ESOP participants into employee owners.
May 2016
Errors in valuation reports can be costly. Minimize the risk by hiring a firm with extensive valuation experience and become familiar with common mistakes. Rachel Flaskey collaborated with Sageworks to present a practice aid on 14 common errors found in valuation reports.
April 2016
Chartwell is pleased to announce Urschel Laboratories, Inc. (Urschel) has completed a 100% sale of the company’s equity to its employees through a newly established Employee Stock Ownership Plan (ESOP). The shareholders elected to sell to an ESOP to preserve Urschel's legacy and culture, and to reward the company’s employees for their past, current, and future service.
April 2016
When we last commented on the state of the capital markets, U.S. debt capital markets remained robust and did not appear to be overly concerned with equity market volatility. Well, debt providers and potential issuers seem to be feeling the effects of market uncertainty now!

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