Chartwell Investments

About The Fund

Chartwell Investments is a flexible private equity firm that specializes in partnering with entrepreneurs and family-owned businesses to help realize their visions and foster growth. They focus on the niche lower middle market, with typical investment targets ranging between $10 million and $100 million+ in revenue and $3 million to $20 million+ in EBITDA, looking for companies with an EBITDA margin of 10% or more. Their sectors of expertise include Software, Business Solutions, Hardware and Manufacturing, Energy, and Logistics, among others. Chartwell Investments offers a unique investment approach that customizes each partnership to meet the specific objectives of their entrepreneur and family partners. With more than $750 million assets under management and an emphasis on equity investments ranging from $5 million to $15 million, they have a significant impact on their portfolio companies. The firm carries out Expansion, MBO/LBO, Acquisition, and Recapitalization specialities to drive value creation. Having completed over 18 add-on acquisitions and establishing 7 platform companies, Chartwell demonstrates a track record of strategic growth initiatives. They have a heritage of over 50 years of experience, and their recent transactions sum up to more than $900 million in value. Their portfolio showcases niche market leaders across a diverse array of industries, including water infrastructure, transportation & logistics, medical technology & equipment, retail software, and industrial manufacturing. Chartwell Investments values its close relationships with companies and assists them in realizing their potential through long-term capital, resources, and expertise, all while striving for generational liquidity.