Chartwell Investments

Chartwell Investments Inc. is a private equity firm established in 1992 and headquartered in New York, specializing in investments in medium-sized and niche lower middle market companies. The firm primarily targets acquisition of control positions, buyouts, recapitalizations, growth equity investments, operational turnarounds, restructurings, and industry consolidations, while typically avoiding venture capital and high technology sectors. Chartwell has a diverse industry focus, with particular interest in branded consumer products, light industrials, healthcare services, energy equipment, and infrastructure-related products. The firm generally invests between $25 million and $200 million in companies with EBITDA ranging from $5 million to $25 million and sales between $50 million and $500 million. Chartwell prefers negotiated transactions and has no fixed exit timeline, allowing for a long-term investment strategy. The firm is keen on collaborating with family and entrepreneurially-owned businesses, as well as select corporate divestitures, while considering international investments that involve U.S. partnerships.

Deepak Sethi

Principal

Michael S. Shein

Managing Partner

5 past transactions

World Water Works

Private Equity Round in 2024
World Water Works is a wastewater treatment company based in Oklahoma City, Oklahoma, founded in 1998. It develops and provides treatment solutions for industrial and municipal customers to produce clean water, recover resources, and reduce costs. The company offers services that remove suspended solids, fats, oils, greases, and non-soluble organics through a process that dissolves air into water under pressure, enabling customers to treat wastewater efficiently and improve water quality.

Datascan

Private Equity Round in 2011
Datascan is the largest self-scanning company in the United States, specializing in developing inventory systems tailored for retailers, dealers, warehouses, grocery, and convenience stores. The company provides a range of services including real-time inventory tracking, auditing, inventory categorization, and planning. It also offers personalized dashboards and reporting analytics, which facilitate productivity and accuracy analysis. Through its innovative solutions, Datascan enables users to maintain high inventory availability and ensure uninterrupted inventory operations, stemming from strong partnerships with its clients.

PlayCore

Acquisition in 2007
PlayCore specializes in designing, manufacturing, and marketing recreational products to promote active, healthy lifestyles for individuals of all ages and abilities. The company prioritizes creating inclusive play environments that cater to diverse needs and interests.

RCR Enterprises

Private Equity Round in 2003
RCR Enterprises is a sports marketing and sponsorship service. They provide products that include branding, b2b, retail activation, motorsports, partnerships, technology, manufacturing, social media, and content. Their customers' inquiries are addressed through phone, email, and online applications.

Carey

Acquisition in 2000
Carey International is a leading global provider of chauffeured vehicle services, operating a vast network that spans 420 cities across 65 countries. The company specializes in ground transportation management, offering a diverse range of services through its owned and operated companies, licensees, and affiliates. Carey's fleet consists of well-maintained, non-smoking vehicles, ensuring a comfortable experience for customers. Additionally, the company provides corporate travel programs and mobility services, which facilitate online distribution and partner programs for travel advisors. Carey's commitment to safety and reliability positions it as a trusted choice for customers seeking efficient transportation solutions worldwide.
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