March 2015
ORANGE COUNTY, California – Chartwell is pleased to announce the addition of Richard Joseph as a Managing Director to the firm. Richard will lead Chartwell’s west coast expansion from its new Orange County office. He has worked with ESOPs and other retirement plans for over 25 years. Richard is a recognized authority in fiduciary compliance, corporate governance, ESOP asset management, and other business issues impacting privately held companies.
March 2015
THE KEYSTONE is published semi-annually and focuses on current trends in the AEC sector. The Q4 2014 featured article spotlights Chartwell client, EA Engineering, Science, and Technology, Inc, PBC and how it is leading the way for socially responsible business with an ESOP and PBC status.
March 2015
RALEIGH, North Carolina – Chartwell is proud to announce that Managing Director Matt Keene has been elected to serve on the Board of Directors for the National Center for Employee Ownership (NCEO). As an NCEO board member, Matt will work to promote employee ownership across the United States through advocacy and education. Already an active member of the employee stock ownership plan (ESOP) and equity compensation communities, Matt will continue his commitment to education and best practices in this new role. He will begin his term on April 1.
January 2015
Chartwell is pleased to announce the successful sale of TPI Hospitality to the TPI Hospitality Employee Stock Ownership Trust. The selling shareholders elected to sell to an ESOP to reward the Company's employee-associates for their past, current, and future service, as well as to preserve the legacy and culture, and to position TPI for continued success over many years to come.
December 2014
Chartwell is pleased to announce MacArthur Co.’s successful purchase of Weekes Forest Products, Inc. MacArthur, a 100% ESOP-owned building products distributor, explored the business combination as part of its ongoing corporate development plan.