Chartwell Investments, Inc.

Chartwell Investments, Inc.

Chartwell Investments, Inc.

Overview
Date Founded

1992

Headquarters

500 Fifth Avenue,50th floor,New York, NY 10110-5099

Type of Company

Private

Industries

Private Equity & Venture Capital
Investment Services & Portfolio Management

Company Description

Chartwell invests in middle market companies with strong market positions, sound business models and meaningful growth prospects. Their primary investment focus is on acquiring ownership interests in market-leading consumer product, light manufacturing, distribution and service companies. Chartwell typically makes equity investments ranging in size from $50 - $250 million and will consider transactions requiring larger equity components.Chartwell seeks companies with an entrepreneurial management team, significant opportunities for operating profit growth, leading competitive position and market share, predictable cash flow and product and/or market diversification. Companies should be cyclical business with a target EBITDA of $20 million to $100+ million and transaction sizes of $50 million to $1 billion. They seek smaller companies which can be acquired to consolidate a fragmented industry. They also participate in operational turnarounds, restructurings and balance sheet solutions.In March 2005, Chartwell established an investment partnership with Leucadia National Corporation. The partnership seeks to invest $50 million to $250 million of equity per transaction in middle market companies and build a diversified portfolio of investments across a wide spectrum of industries, including manufacturing, energy and natural resources, infrastructure, building products, distribution, service, retail and consumer product businesses. Transaction types include buyouts, recapitalizations, and growth equity investments in niche market leaders as well as turnarounds and restructurings in out of favor and cyclical sectors. Through this partnership, Chartwell minimizes risk by utilizing a maximum of 50% debt in their capital structures.

Contact Data
Trying to get in touch with decision makers at Chartwell Investments, Inc.? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Co-Founder

Special Partner

Special Partner

Associate

Professional

Paths to Chartwell Investments, Inc.
Potential Connections via
Relationship Science
You
Chartwell Investments, Inc.
Recent Transactions
Details Hidden

Old PSG Wind-down Ltd. purchases Easton Hockey, Inc. from Chartwell Investments, Inc.

Details Hidden

Riddell, Inc., BRG Sports, Inc., Chartwell Investments, Inc., Fenway Partners LLC, Ontario Teachers' Private Capital, American Capital Asset Management LLC, York Street Capital Partners, Westerkirk Capital, Inc. purchase Madison All 4 You LLC

Details Hidden

Chartwell Investments, Inc. purchases BRG Sports, Inc. - Easton Hockey Business from Fenway Partners LLC, Ontario Teachers' Private Capital, American Capital Asset Management LLC, York Street Capital Partners, Westerkirk Capital, Inc. resulting in a new company Easton Hockey, Inc.

Transaction Advisors
Legal Advisor

Advised onChartwell Investments, Inc. purchases PlayCore, Inc.

Legal Advisor

Advised onChartwell Investments, Inc. purchases BRG Sports, Inc. - Easton Hockey Business from Fenway Partners LLC, Ontario Teachers' Private Capital, American Capital Asset Management LLC, York Street Capital Partners, Westerkirk Capital, Inc. resulting in a new company Easton Hockey, Inc.

Accountant

Advised onChartwell Investments, Inc. purchases PlayCore, Inc.

Legal Advisor

Advised onChartwell Investments, Inc. purchases BRG Sports, Inc. - Easton Hockey Business from Fenway Partners LLC, Ontario Teachers' Private Capital, American Capital Asset Management LLC, York Street Capital Partners, Westerkirk Capital, Inc. resulting in a new company Easton Hockey, Inc.

Legal Advisor

Advised onChartwell Investments, Inc. purchases BRG Sports, Inc. - Easton Hockey Business from Fenway Partners LLC, Ontario Teachers' Private Capital, American Capital Asset Management LLC, York Street Capital Partners, Westerkirk Capital, Inc. resulting in a new company Easton Hockey, Inc.

Legal Advisor

Advised onChartwell Investments, Inc. purchases BRG Sports, Inc. - Easton Hockey Business from Fenway Partners LLC, Ontario Teachers' Private Capital, American Capital Asset Management LLC, York Street Capital Partners, Westerkirk Capital, Inc. resulting in a new company Easton Hockey, Inc.

Political Donations
$5,000
2002
$10K
2002
Investments
Details Hidden

PlayCore, Inc. design, manufactures, and sells playground equipment and backyard products. The firm offers play and recreation solutions, fitness solutions, site amenities and structures, aquatic solutions, and surfacing. The company was founded in 1979 and is headquartered in Chattanooga, TN.

Details Hidden

Keen Energy Services LLC engages in the contract drilling of onshore oil and natural gas wells for exploration and production companies. The company was founded in 1991 and is headquartered in Stillwater, OK.

Details Hidden

Bell Sports Corp has been the preeminent designer and marketer of branded sports helmets and accessories for more than 50 years. More world champions have worn Bell Helmets than all other helmet brands combined. From Grand Prix racing through the Indy 500 to Olympic cycling, Bell helmets have played a vital role in protecting sportsmen and women for generations.Bell is committed to supporting the sports they were born from and the organizations that preserve, enhance and elevate these sports. Here is a sampling of the organizations and causes they hold near-and-dear, and encourage its customers to do the same.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Chartwell Investments, Inc.. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Chartwell Investments, Inc.'s profile does not indicate a business or promotional relationship of any kind between RelSci and Chartwell Investments, Inc..