By combining a thoughtful investment strategy with a strong network of human and financial resources, our partnerships with management create an environment that allows portfolio companies to increase their value and more fully realize their vision.

ABOUT THE FIRM

Chartwell is a New York based private equity firm with approximately $750 million of equity capital under management. We invest in middle market companies with strong market positions, sound business models and meaningful growth prospects. Chartwell focuses on solving family succession issues, intricate tax and public securities problems, as well as creating strategic partnerships. We have partnered in investments with Fortune 50 companies such as Ford Motor Company and Mobil Oil Corporation, and take an active role in the corporate development of our portfolio companies.

Since its founding in 1992, Chartwell’s primary investment focus has been on acquiring ownership interests in market-leading consumer product, light manufacturing, distribution and service companies that can benefit from our strategic, financial and operational support. Chartwell has completed over $2.5 billion in transactions.

In 2004, Chartwell completed investing its second fund, which totals approximately $250 million. 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 will include buyouts, recapitalizations, and growth equity investments in niche market leaders as well as turnarounds and restructurings in out of favor and cyclical sectors.

We currently have investments in Richard Childress Racing, PPC, Carey International, Idaho Timber, Goober Drilling, Easton-Bell Sports, and PlayCore. Selected prior investments include Griffith Consumers Company, Petro Stopping Centers, and SunPark.

WHY CHARTWELL?

Chartwell has a unique management- and seller-friendly orientation that distinguishes us as an equity partner. We are flexible in structuring transactions to meet seller or management objectives and have the resources to close without financing, enhancing the speed and certainty of closing. We provide long-term homes for businesses and foster a partnership approach with management. We employ less than 50% leverage in our capital structures, which allows management to focus on operations, supports the execution of the company's business plan in any economic environment, and affords access to further capital for growth.