Chartwell Financial Advisor Overview

Chartwell FAQ


Where is Chartwell headquartered?

Chartwell is headquartered in Minneapolis, Minnesota.

When was Chartwell founded?

Chartwell was founded in 1995.

What sevices does Chartwell offer?

Chartwell offers Capital Raising, Fairness Opinions, Financial Restructuring and M&A Advisory.

Chartwell

Chartwell Financial Advisory Inc.

150 South Fifth Street Suite 2700,
Minneapolis, Minnesota 55402
United States
(612) 230-3100
www.chartwellfa.com

Chartwell is a financial advisory firm focused on providing strategic advisory, corporate finance, transaction opinions, and valuation services to middle-market companies across the US. The Firm's corporate finance group provides mergers, acquisitions, capital raising, restructuring, and fairness opinion services. The Firm’s sector experience includes agriculture,food, beverage, engineering, business services, construction & building materials, consumer services/products, retail, healthcare, life sciences, manufacturing, technology, communications, transportation, and distribution. Chartwell was founded in 1995 and is based in Chicago, Illinois.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.4/yr) - - - - 2 - 2
Sellside (0.4/yr) 2 1 1 - - - 4
  6

Most Recent

Target Company Date Value Type
Sign-up to View 2024-11-18 - Construction
Sign-up to View 2024-01-22 - Construction
Sign-up to View 2022-04-05 - Software
Sign-up to View 2021-06-28 - Electrical Equipment
Sign-up to View 2020-06-16 - Business Services
Sign-up to View 2015-11-02 - Information Technology
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Sector Experience

Sector # Value
Construction Sign-up to View
Electrical Equipment Sign-up to View
Information Technology Sign-up to View
Software Sign-up to View
Business Services Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Buyout (LBO, MBO, MBI) Sign-up to View
Growth Capital Sign-up to View
Total Sign-up to View

Top M&A Clients

PE Firms (1) Deals
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1
Corporate (5) Deals
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1
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1
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1