Chartwell Financial Advisory

Chartwell Financial Advisory is a boutique investment banking firm that provides corporate finance services to middle market companies. Based in Minneapolis and founded in 1995, the firm specializes in mergers and acquisitions, private placement of debt and equity, and business valuations. Chartwell is known for its expertise in advising employee stock ownership plans and helping family owned businesses navigate complex ownership transitions. It focuses on providing independent financial advice and strategic planning to support long term growth and liquidity objectives for its clients.