Page 81 - TACC 2023 Program

A National Leader in

Financial Advisory

Corporate Finance Practice

The Chartwell Advantage

Chartwell’s corporate finance professionals leverage substantial investment banking expertise to serve the privately-held
middle market, delivering independent, solutions-based advice to optimize our clients’ objectives. We have completed
numerous transactions across all industry sectors, providing successful outcomes for all stakeholders.

Expertise

50 + + +
• Mergers & Acquisitions $5B $10B
• Capital Markets
• ESOP Transaction Advisory Transactions Completed Aggregate Debt/Equity Aggregate Transaction
Value
Annually
Placement
• Strategic Alternatives
REPRESENTATIVE TRANSACTIONS

Senior & Junior Debt Complete Sale of the Senior Debt Debt Capital Acquisitions of Weekes and
Refinancing Company to an ESOP Recapitalization Raise Snavely Forest Products
Financial Advisor Sell-Side Advisor Financial Advisor Financial Advisor Buy-Side Advisor

Sale of the Company to Debt & Equity Complete Sale of the Senior Debt Sale of the Company to
Audax Group Capitalization Company to an ESOP Recapitalization Stantec
Sell-Side Advisor Financial Advisor Sell-Side Advisor Financial Advisor Sell-Side Advisor

LEADERSHIP
Greg Fresh Wil Becker Will Bloom

Managing Director Managing Director Managing Director

Head of Corporate Finance Mergers & Acquistions Capital Markets

Minneapolis, MN Minneapolis, MN Chicago, IL

greg.fresh@ wil.becker@ will.bloom@
chartwellfa.com chartwellfa.com chartwellfa.com
www.chartwellfa.com
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC. Member FINRA and SIPC.