Investment Criteria

investment-criteria

Chartwell focuses on partnering with companies that are strong financial performers and market leaders, led by highly motivated management teams that want to own, as well as run, the business.

We seek companies with the following characteristics:
· Family-owned and entrepreneurially managed companies and select corporate divestitures
– Typically first outside / institutional capital

· Target EBITDA of $5 million to $25 million
– Emphasis on $5 million – $15 million
– Ability to go outside of these boundaries on both sides for the right situation

· Target transaction size of $10 million to $200 million

· Conservative capital structures – typically no more than 50% leverage

· Transaction types include recapitalizations, control buyouts and growth financings in partnership with controlling families and management teams
– Owners seeking value-added partners, not just capital, to achieve vision for the company· Industry agnostic:
– Focus on business model characteristics and management team
– Seek strong margins as an indicator of value-added and barriers to entry
– Areas of interest:
· Manufacturing
· Light industrials
· Business services
· Distribution
· Building products
· Consumer products
· Energy / energy services
· Natural resources

Current Investments

Prior Transactions

Contact Us

  570 Lexington Ave 44th Fl New York, NY 10022
  212.521.5500
  212.521.5533

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