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.