Chartwell provides financial advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies. Target Sectors: - Agriculture & Food and Beverage - Architecture & Engineering - Business & Consumer Services - Construction & Building Materials - Consumer Products & Retail - Healthcare & Life Sciences - Industrials & Manufacturing - Natural Resources - Technology & Telecommunications - Transportation & Distribution Areas of mergers and acquisitions expertise: - Traditional M&A * Strategic sale * Majority, control sell-side (LBO) * Minority, non-control sell-side (Recapitalization) * Management-sponsored leveraged buyouts (MBO) * Buy-side transactions - Corporate ESOP Advisory * Equity sales to newly created ESOPs * Second stage (follow on) ESOP transactions * Tax-free sales, 1042 election * Complex ESOP structures involving multi-layered capital structures * ESOP diversification, equity buy-downs, and restructurings * Sale of ESOP-owned companies In either sell-side or buy-side M&A mandates (including ESOPs) the following are the typical services: - Understanding our clients objectives - Understanding the company's strategic plan - In-depth business review and due diligence - Valuation from different perspectives (type of acquirer/methodologies) - Identifying prospective Acquirers or Targets - Development of marketing and presentation materials - Conducting investor presentations - Transaction funding - Negotiation and closing