Chartwell Investments Entrepreneur & Founder Capital

Description

Chartwell Investments Entrepreneur & Founder Capital provides flexible private equity for entrepreneurs and family-owned businesses. We partner with management owners to help realize their visions and provide long-term capital, resources, and expertise to accelerate growth and provide generational liquidity. We have an established track record of partnering with Fortune 500 companies (Ford, Mobil Oil, Avis Budget Group, Cendant) in an effort to bring large organization expertise to lower middle-market environments. With 40+ years of experience, $250MM+ in equity deployed, and 7 platform companies, we focus on niche lower middle market companies that out-compete their peers. We primarily invest in businesses with - $10-100MM+ in revenue - $2-15MM in EBITDA - 10%+ EDBITA margins Our industry experience includes healthcare services, business services, niche manufacturing, food & retail, consumer products & services, and distribution and ranges across investment types including recapitalizations, generational liquidity transactions, control acquisitions, growth investments, corporate care-outs, and significant minority investments.

AI Sector Summary

Chartwell focuses on lower middle-market niche industrial manufacturing, business services, healthcare services, and consumer products with revenues between $10-100MM. They target founder-owned businesses and generational liquidity events throughout the United States.

Financials