Business Details
31 Years
experience
Trusted Financial Advisory Services in Minneapolis
Chartwell Capital Solutions Financial Advisory is a national leader in providing comprehensive financial advisory services to privately held middle-market companies. With over 25 years of experience since our inception in 1995, we specialize in creating sustainable solutions through our expertise in consulting, corporate finance, transaction opinions, and valuation services. Our holistic approach helps stakeholders make strategic ownership and compensation decisions designed for long-term success. We pride ourselves on delivering independent, unbiased advice that empowers clients to navigate complex financial landscapes with confidence. Our nationally recognized valuation practice provides tailored analyses and comprehensive reports that address unique stakeholder needs across diverse industries.With a team of seasoned professionals and offices in major metropolitan areas, we combine large-cap investment banking expertise with personalized service to optimize client objectives. Our ESOP expertise, developed through working with over 265 employee-owned companies annually, positions us as a market leader in employee ownership solutions. We maintain a steadfast commitment to integrity, transparency, and building long-term relationships that consistently deliver dependable, sustainable results.
Services
Consulting
Corporate Finance
Transaction Opinions
Valuation Services
ESOP Expertise
Capital Markets
Executive Compensation
Strategic Alternatives
Details
- Year established: 1995
Highlights and features
- We offer 25+ years of specialized expertise in ESOP transactions and employee ownership.
- Our team combines large-cap investment banking experience with personalized service.
- We provide independent, unbiased financial opinions recognized by corporate fiduciaries.
- Our holistic approach addresses ownership, compensation, and capital structure strategies.
- We maintain long-term relationships with clients through transparent, data-driven solutions.
What people say
First class professionals
Unparalleled expertise
Trusted long-term partner
Exceptional client results
Deep industry knowledge
Services
Corporate Finance
Our corporate finance team delivers independent, solutions-based advice to optimize client objectives. We provide capital structure advisory and placement services that help clients obtain necessary capital efficiently while minimizing costs. With expertise from global investment banking backgrounds, we assist shareholders and management teams in making strategic decisions that maximize shareholder value through complex ownership transitions and capital structure management.
Transaction Opinions
We provide objective, independent transaction opinions that help stakeholders make informed decisions. Our comprehensive analyses include fairness opinions evaluating financial fairness of transactions and solvency opinions that prevent undue financial distress. Recognized as a top provider in this field, we deliver these services with the objectivity and integrity required by boards of directors and corporate fiduciaries making highly scrutinized decisions.
Valuation Services
Our nationally recognized valuation practice offers independent analyses and comprehensive reports tailored to stakeholder needs. We provide thousands of valuations annually for privately held companies across diverse industries. Our services include financial reporting valuations that support efficient audit processes and specialized valuations for ESOP transactions. We take a customized approach rather than a cookie-cutter methodology to ensure accurate, defensible valuations that reflect each client's unique circumstances.
ESOP Expertise
We have specialized ESOP expertise developed through working with over 265 employee-owned companies annually. Our services include ESOP transaction advisory, repurchase obligation forecasting, and sustainability studies. We help companies explore employee ownership outcomes that align with their strategic goals. With experience dating back to 1995, we provide tailored solutions for companies considering or already operating under employee ownership structures.
Consulting Services
Our consulting practice focuses on creating sustainable organizations through strategic decision-making. We help stakeholders develop ownership and compensation strategies aligned with long-term business goals. Our services include strategic alternatives analysis, capital structure optimization, and executive compensation program development. We combine deep financial expertise with industry-specific insights to deliver practical solutions that address complex business challenges.
People
Paul Halverson
CEO
With over 30 years of experience, Paul leads Chartwell Capital Solutions's strategic direction and client relationships. He focuses on helping companies evaluate complex ownership and capital structure matters to make informed long-term decisions.
Chris Staloch
Managing Director
Chris provides strategic guidance to clients, leveraging his extensive experience in corporate finance and transaction advisory. He develops creative solutions based on client needs while maintaining a focus on practical, sustainable outcomes.
Matt Keene
Managing Director
Matt specializes in executive compensation programs that help clients achieve their strategic goals. With 30+ years of experience, he advises companies on structuring effective incentive programs that align with business objectives.
Greg Fresh
Managing Director
Greg focuses on M&A transactions and capital structure solutions. He assists business owners and management teams through life-changing events while maintaining long-term client relationships built on trust and loyalty.
Richard Joseph
Managing Director
Richard delivers valuation and transaction advisory services with a focus on exceptional client results. His 25+ year career includes working with numerous financial advisors and reviewing countless valuation reports across various industries.
Questions
What industries does Chartwell specialize in?
Chartwell works with clients across diverse industries including construction, distribution, government services, manufacturing, technology, and transportation sectors.
How does Chartwell approach valuation services?
We take a customized approach to valuation, avoiding cookie-cutter methodologies. Our analyses consider each client's unique circumstances to deliver accurate, defensible valuations that support strategic decision-making.
What ESOP services does Chartwell provide?
We offer comprehensive ESOP services including transaction advisory, repurchase obligation forecasting, sustainability studies, and valuation services for employee-owned companies.
How does Chartwell ensure objective financial opinions?
Our independence ensures unbiased advice. We maintain strict objectivity in delivering transaction opinions, fairness analyses, and solvency assessments to meet fiduciary requirements.
What makes Chartwell different from other financial advisors?
We combine large-cap investment banking expertise with personalized service, maintaining long-term relationships through transparent, data-driven solutions focused on sustainable outcomes.
How does Chartwell handle complex ownership transitions?
Our team has decades of experience guiding shareholders and boards through strategic alternatives analysis, helping clients make informed decisions about their organization's future.
