Chartwell Investments
Overview
Chartwell Investments is a private equity firm based in New York, specializing in providing flexible solutions for entrepreneurs and family-owned businesses. The firm focuses on investing in niche lower middle-market companies, offering long-term capital and expertise to accelerate growth and achieve generational liquidity. With over 50 years of combined experience, Chartwell collaborates closely with its partners to customize investments that align with their specific objectives. The firm's portfolio includes leaders in various industries such as water infrastructure, medical technology, transportation logistics, and sports and entertainment. Chartwell's investment approach emphasizes a deep understanding of each sector, enabling them to identify and support companies with strong growth potential. By leveraging their extensive industry knowledge and relationships, they aim to create value and drive success for their portfolio companies. Chartwell's team operates as an extension of their partners, providing strategic guidance and resources to help businesses realize their full potential. Their commitment to building long-term partnerships and delivering tailored investment solutions underscores their dedication to the success of the companies they invest in.
Investment Focus
- Entrepreneur and family-owned businesses
- Niche lower middle-market companies
- Companies with strong management teams and defensible business models
Portfolio Companies
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Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Chartwell Investments
What sectors does Chartwell Investments invest in?
Chartwell Investments invests in Sports & Entertainment, Transportation & Logistics, Water Infrastructure, Medical Technology & Equipment, Retail Software and Niche Industrial Manufacturing, and is based in New York, United States. Chartwell Investments is listed as a private equity in the ConnectSafely investor database.
What stage does Chartwell Investments invest at?
Chartwell Investments backs companies at Growth, Buyout and Distressed.
Which regions does Chartwell Investments invest in?
Chartwell Investments invests across United States.
Who are the partners at Chartwell Investments?
Team members listed for Chartwell Investments include Maria Fagan (Founder Council) and Lloyd Aanonsen (Founder Council).
What companies has Chartwell Investments invested in?
Chartwell Investments's portfolio includes Idaho Timber, Richard Childress Racing, PPC Industries and Carey International.
How do I contact Chartwell Investments?
Chartwell Investments's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
