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Lindsey Reilly Appointed as Chapter Officer of The ESOP Association
We are pleased to announce that Lindsey Reilly has been appointed as an Officer of The ESOP Association's Minnesota/Dakotas chapter. As an Officer, Lindsey will serve as Vice President of Membership where she will act as a liaison to the program committee and help plan chapter events.
Is My Goodwill Still “Good”?
In the midst of the global COVID-19 pandemic, you may ask yourself if your goodwill is still “good.” Important to an analysis of your company’s goodwill is an understanding of what effect the pandemic and resultant economic fallout has had on financial performance.
COVID-19 Webinar Presentations
Given the postponement of our typical events schedule during the first half of the year, we would like to share recent webinar presentations given by Chartwell professionals on various ESOP topics related to the COVID-19 environment. We have been proud to sponsor sessions for both the National Center for Employee Ownership and The ESOP Association over the past several weeks.
Managing Director Mark Gehrig Retires After 42 Years in Business Valuation
It is with mixed emotions that Chartwell announces the retirement of Managing Director Mark Gehrig. Mark has been a “valued” partner and friend and we will miss his wisdom, insightful thinking, and ability to forge lasting relationships with everyone he meets. Please join us in wishing Mark the very best during his retirement!
Chartwell Advises RESPEC on Acquisition of 100% ESOP-Owned PDC Engineers
Chartwell is pleased to announce RESPEC, Inc.’s acquisition of PDC Inc. Engineers. The transaction brings together two 100% ESOP-owned companies with over 110 years of industry experience and combined revenue of $80M. Chartwell acted as exclusive financial advisor to RESPEC throughout the transaction.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.