Happy Holidays from your friends at Chartwell – we wish you a season filled with peace, joy, and prosperity. Cheers to a great year and we look forward to working together in 2025!
Chartwell Financial Advisory
Financial Services
Minneapolis, MN 1,992 followers
Chartwell is a national leader in financial advisory working with middle-market companies across the U.S.
About us
You make decisions every day that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry. Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.
- Website
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http://www.chartwellfa.com
External link for Chartwell Financial Advisory
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Minneapolis, MN
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Mergers & Acquisitions, Transaction Opinions, Business Valuations, Financial Advisory, Capital Markets, Ownership Transition, Employee Stock Ownership Plans, Financial Restructuring, Compensation Consulting, Corporate Sustainability, ESOP Repurchase Obligation, Executive Compensation Consulting, and Financial Restructuring
Locations
Employees at Chartwell Financial Advisory
Updates
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This holiday season, Chartwell continues to uphold its charitable mission to help make the world a better place to live. Our annual Giving Back campaign was focused on bringing joy to youth and families in need across the country. Each of our office locations selected an organization to partner with, including MATTER ® in Minneapolis. Read more at https://lnkd.in/gVHxVmUr
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Chartwell is pleased to announce Hypertherm Associates recently raised new capital to partially finance a minority equity investment in a European-domiciled target. Connect with Ryan Rassin to learn more about this transaction and read the news release at https://lnkd.in/gZ8r-vkr
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In general, construction companies continue to perform well as civil and grid infrastructure funding contributes to EBITDA growth across much of the industry. Connect with Collin Mayer to learn more about Chartwell’s construction expertise and download The Blueprint Q3 2024 newsletter at https://lnkd.in/gwnGyG7i
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Chartwell is pleased to announce Shawmut Design and Construction, a leading $2 billion national construction management firm, has acquired First Finish, a premier full-service hotel renovation contractor. Connect with Matt Clark to learn more about this transaction and read the news release at https://lnkd.in/g8fehgdc
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Join Tina Langlois and Joe Skorczewski to learn more about how companies can navigate the complex terrain of profit distribution while supporting the capital needs of the business. Register today! https://lnkd.in/gKaSRnpM
In the world of business, profit allocation is often viewed through the lens of numbers and spreadsheets. However, its implications extend far beyond the financials. Join Tina Langlois and Joe Skorczewski from Chartwell Financial Advisory to learn more about how companies can navigate the complex terrain of profit distribution while supporting the capital needs of the business. Register today! https://lnkd.in/gKaSRnpM #EmployeeOwnership #Webinar
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Don’t miss Ashleigh Newlin, Tim Cleary, and Tim Lang present about trending topics at The ESOP Association Employee Owned Conference in Las Vegas! Learn more at https://lnkd.in/gZn7jkGU
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Are your profit allocation decisions reactionary instead of deliberate? Tina Langlois and Joe Skorczewski will will dive into the intersection of philosophy, business strategy, and capital allocation during The National Center for Employee Ownership (NCEO) weekly webinar on November 12. Learn more at https://lnkd.in/g6-gFWty
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Joe Skorczewski will present “Ownership Transition: What Path is Right for your Journey?” at DPRCG 2024 Convocation in Atlanta on November 7. Learn more at https://lnkd.in/gjfXsUD3
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