BNET Industries

Last Fiscal Year Sales:$750.0M
  • Private
  • US
Dow Jones Description

Chartwell is a New York based private equity firm with approximately $750 million of equity capital under management. We invest in middle market companies with strong market positions, sound business models and meaningful growth prospects. Chartwell focuses on solving family succession issues, intricate tax and public securities problems, as well as creating strategic partnerships. We have partnered in investments with Fortune 50 companies such as Ford Motor Company and Mobil Oil Corporation, and take an active role in the corporate development of our portfolio companies. Since its founding in 1992, Chartwell's primary investment focus has been on acquiring ownership interests in market-leading consumer product, light manufacturing, distribution and service companies that can benefit from our strategic, financial and operational support. Chartwell has completed over $2.5 billion in transactions. In 2004, Chartwell completed investing its second fund, which totals approximately $250 million. In March 2005, Chartwell established an investment partnership with Leucadia National Corporation. The partnership seeks to invest $50 million to $250 million of equity per transaction in middle market companies and build a diversified portfolio of investments across a wide spectrum of industries, including manufacturing, energy and natural resources, infrastructure, building products, distribution, service, retail and consumer product businesses. ...

Founder and Partner
Michael S Shein
Number of Employees 14
Contact Information

830 3rd Ave 3rd Fl

New York, New York 10022

www.chartwellin...

(212) 521-5500

NAICS Code Miscellaneous Intermediation: 523910

News & Analysis

chartwell investments - All News and Analysis

  • President of New York's Chartwell Investments Quits.

    - 2003-09-30

    By David Robinson, The Buffalo News, N.Y. Knight Ridder/Tribune Business News Sep. 30--Todd R. Berman, the Amherst native who was the money man behind Mark E. Hamister's failed bid to buy the Buffalo Sabres, has quit as president of Chartwell Investments after...

    Tags: Chartwell Investments

  • DEALS OF THE WEEK

    - 2002-06-01

    BONDS Chartwell Investments has an extra income portfolio investing in a range of corporate bond funds and paying 6.25 per cent before tax but after charges. Income is paid quarterly and it is available as an Isa or Pep transfer. Initial cost is 0.75 per cent and 0.5 per cent...

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  • Politicos on the buyout bandwagon

    - 1998-05-01

    A passel of US political celebrities is trying to make post-government fortunes hawking private equity funds around the world. When James A. Baker, former US secretary of state, traveled to Bangkok's Orient Hotel in mid-March to meet with Thai tycoons and the country's deputy prime minister, he wasn't offering advice...

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Decision Makers

Name (plus bio) Position
Michael S Shein Founder and Partner
C Larry Davis Special Partner
Michael J Rolland Special Partner
Robert Tarr Partner
William R Reid Partner
Kristina Zucchi Director, Research
Christopher R Graber Associate In The Financial Sponsors Group and Associate
David J Sproule Associate
John B McConnell Associate
Justine M Gordon Associate
Larry Davis
Sarah G Foley Principal
Suzanne E Harvey Associate

Michael S. Shein is a founder and Partner of Chartwell Investments. Mr. Shein has participated in the purchase and sale of businesses with total transaction values in excess of $4 billion. He has experience in all facets of management buyouts and venture capital transactions including valuation, structuring debt and equity financing, portfolio oversight and restructuring. Prior to joining Chartwell in 1992, Mr. Shein was a Senior Vice President of a private New York City based investment firm, and worked at Goldman, Sachs & Company in the Mergers & Acquisitions Department.. Mr. Shein currently serves as a director of Carey International, Inc.; Idaho Timber Corporation; PlayCore Holdings, Inc.; PPC Industries; and Richard Childress Racing. Mr. Shein received a B.S. summa cum laude from the Wharton School of the University of Pennsylvania.

Organization Position Status
Chartwell Investments Founder and Partner Current
Chartwell Investments Owner Current
Playcore Holdings LLC Director Current
Ppc Industries Director Current
Idaho Timber Corporation Director Current
Carey International, Inc. Director Current
Goldman, Sachs & Co. Former
Wharton Graduate School of the University of Pennsylvania B.S. Former

Organization Position Status
Chartwell Investments Special Partner Current
Farm House Foods Founder Former
The University of Georgia Former
Kelley School of Business Bloomington Former

Organization Position Status
Chartwell Investments Special Partner Current
Playcore Holdings LLC Board of Directors Current
Carey International, Inc. Board of Directors Current
Merrill Lynch & Co., Inc. Managing Director Former
Stanford University MBA Former

Mr. Tarr is a professional director and private investor. He is also a special partner of Chartwell Investments, LLP, a private equity firm. He was the Chairman, Chief Executive Officer and President of HomeRuns.com, Inc. from February 2000 to September 2001. Prior to joining HomeRuns.com, he worked for more than 20 years in senior executive roles for Harcourt General, Inc. a large, broad-based publishing company, including six years as President, Chief Executive Officer, Chief Operating Officer of Harcourt General, Inc. (Formerly General Cinema Corporation), and The Neiman Marcus Group, Inc., a high-end specialty retail store and mail order business.

Organization Position Status
Chartwell Investments Partner Current
Carey International, Inc. Chairman of the Board of Directors Current
The Neiman Marcus Group, Inc. Director Current
WESCO Marine Engineering Board of Directors Current

Organization Position Status
Chartwell Investments Partner Current
Carey International, Inc. Director Current
Playcore Holdings LLC Director Current
Ppc Industries Director Current
Morgan Stanley Managing Director Former
Yale University B.A. in History and Former
Stanford University B.A. in History and Former

Kristina Zucchi joined Chartwell as Director of Research in 2007. Prior to Chartwell, Kristina spent six years at GE Asset Management, most recently as an equity analyst covering domestic healthcare service companies and co-managing a healthcare research fund. Prior to that, she worked in corporate finance at Standard & Poors. Ms. Zucchi graduated cum laude from Quinnipiac Univeristy and from Stern School of Business at NYU with a MBA in finance. She is a CFA charterholder.

Organization Position Status
Chartwell Investments Director, Research Current
Chartwell Investments Board of Directors Current
GE Asset Management Equity Analyst Former

Organization Position Status
Chartwell Investments Associate In The Financial Sponsors Group and Associate Current
International Business Machines Corporation Former
Banc of America Securities LLC Former
William & Mary MBA in Finance Former
Baylor University B.A. in International Relations Former

David J. Sproule joined Chartwell as an Associate from Goldman, Sachs & Co., where he was an analyst in the America's Financing Group. While at Goldman Sachs, Mr. Sproule analyzed and developed financial opportunities for middle market companies. Prior to that, Mr. Sproule worked as an analyst at Credit Suisse First Boston in the Financial Sponsors Group. Mr. Sproule earned a Bachelor of Arts in History from Yale University.

Organization Position Status
Chartwell Investments Associate Current
Yale University Bachelor of Arts In History Former

John B. McConnell joined Chartwell Investments as an Associate in 2007. Previously, Mr. McConnell was an analyst in JPMorgan's Syndicated & Leveraged Finance Group in New York, where he worked for 3 years with financial sponsors and corporate clients to raise debt capital for leveraged buyouts and corporate financings. Mr. McConnell received his Bachelor of Science degree in Business Administration from Georgetown University.

Organization Position Status
Chartwell Investments Associate Current
Georgetown University Bachelor of Science Degree In Business Administration Former

Organization Position Status
Chartwell Investments Associate Current
Playcore Holdings LLC Board of Directors Current
Morgan Stanley Associate Former
Cambridge University Masters of Philosophy in Finance Former

Organization Position Status
Chartwell Investments Current
PepsiCo, Inc. Former

Organization Position Status
Chartwell Investments Principal Current
Ppc Industries Board of Directors Current
Carey International, Inc. Board of Directors Current
Greenhill & Co, Inc. Former
Morgan Stanley Former
Northwestern University B.A. In Economics and Mathematical Methods Former

Suzanne E. Harvey joined Chartwell as an Associate in 2006. Previously, Suzanne was an analyst in the Retail & Consumer Group at Credit Suisse. While at Credit Suisse, she worked on a variety of transactions, including acquisitions, divestitures and initial public offerings. Prior to that, Suzanne worked as an analyst at DLJ Strategic Partners, a secondary private equity fund of Credit Suisse. Suzanne earned a Bachelor of Science in Finance from Virginia Polytechnic Institute and State University.

Organization Position Status
Chartwell Investments Associate Current
Credit Suisse Analyst Former
Virginia Polytechnic Institute and State University Bachelor of Science In Finance Former
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