News

December 2020
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.
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November 2020
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.
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November 2020
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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November 2020
Chartwell Publishes The Blueprint: Q3 2020
Welcome to the inaugural edition of Chartwell’s construction industry newsletter…The Blueprint. Chartwell’s construction practice serves more than 100 industry participants throughout the United States. Our team of professionals has experience with construction firms of various sizes and specialties. The Blueprint focuses on current M&A and public market trends within the construction sector.
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November 2020
Chartwell Advises Salas O'Brien on Recapitalization Transaction
We are pleased to announce the successful completion of a recapitalization transaction that funds Salas O’Brien’s future growth through national expansion via strategic mergers and organic growth initiatives. Chartwell acted as the exclusive financial advisor to Salas O’Brien throughout the transaction, providing comprehensive, unbiased counsel to the board of directors and management.
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