Insights

Focused Investment Targets Chartwell Investments specializes in lower middle-market companies with revenue between 10 to 100 million dollars and EBITDA margins exceeding 10 percent, indicating a clear opportunity to target mid-sized businesses seeking growth capital or strategic partnerships.

Industry Diversification The company invests across multiple sectors including healthcare, business services, manufacturing, and consumer retail, presenting opportunities to tailor solutions for various industry-specific needs and expand into multiple market segments.

Strategic Acquisitions Recent acquisition of Maetrics highlights interest in life sciences and regulatory consulting, suggesting potential for offering niche services or technology solutions to similar highly-regulated or specialized industries.

Tech Infrastructure Utilizing a tech stack that includes cloud security and web development tools such as Cloudflare and Nginx, there is an opportunity to engage with the company on digital transformation initiatives or enterprise software upgrades.

Growth & Liquidity Focus With a track record of facilitating generational liquidity and growth investments, Chartwell Investments may seek services related to valuation, exit planning, or private capital sourcing, opening avenues for financial advisory and investment technology solutions.

Chartwell Investments Tech Stack

Chartwell Investments uses 8 technology products and services including Varnish, Cloudflare, jQuery, and more. Explore Chartwell Investments's tech stack below.

  • Varnish
    Caching
  • Cloudflare
    Content Management System
  • jQuery
    Javascript Libraries
  • Webflow
    Page Builders
  • Lua
    Programming Languages
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Nginx
    Web Servers

Chartwell Investments's Email Address Formats

Chartwell Investments uses at least 1 format(s):
Chartwell Investments Email FormatsExamplePercentage
FLast@chartwellinvestments.comJDoe@chartwellinvestments.com
64%
Last@chartwellinvestments.comDoe@chartwellinvestments.com
15%
F.Last@chartwellinvestments.comJ.Doe@chartwellinvestments.com
14%
First@chartwellinvestments.comJohn@chartwellinvestments.com
7%

Frequently Asked Questions

Where is Chartwell Investments's headquarters located?

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Chartwell Investments's main headquarters is located at 570 Lexington Avenue, 44th Floor New York, NY 10022, US. The company has employees across 2 continents, including North AmericaAsia.

What is Chartwell Investments's phone number?

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You can contact Chartwell Investments's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chartwell Investments's official website and social media links?

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Chartwell Investments's official website is chartwellinvestments.com and has social profiles on LinkedIn.

How much revenue does Chartwell Investments generate?

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As of September 2025, Chartwell Investments's annual revenue reached $2.5M.

What is Chartwell Investments's NAICS code?

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Chartwell Investments's NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does Chartwell Investments have currently?

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As of September 2025, Chartwell Investments has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Founder & Managing Partner: M. S.Managing Partner: M. S.Director At Chief Cap & Chief Micro Cap (cmc): A. S.. Explore Chartwell Investments's employee directory with LeadIQ.

What industry does Chartwell Investments belong to?

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Chartwell Investments operates in the Venture Capital and Private Equity Principals industry.

What technology does Chartwell Investments use?

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Chartwell Investments's tech stack includes VarnishCloudflarejQueryWebflowLuaHSTSBootstrapNginx.

What is Chartwell Investments's email format?

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Chartwell Investments's email format typically follows the pattern of . Find more Chartwell Investments email formats with LeadIQ.

When was Chartwell Investments founded?

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Chartwell Investments was founded in 1992.
Chartwell Investments

Chartwell Investments

Venture Capital and Private Equity PrincipalsUnited States2-10 Employees

Chartwell Investments Entrepreneur & Founder Capital provides flexible private equity for entrepreneurs and family-owned businesses. We partner with management owners to help realize their visions and provide long-term capital, resources, and expertise to accelerate growth and provide generational liquidity. We have an established track record of partnering with Fortune 500 companies (Ford, Mobil Oil, Avis Budget Group, Cendant) in an effort to bring large organization expertise to lower middle-market environments.

With 40+ years of experience, $250MM+ in equity deployed, and 7 platform companies, we focus on niche lower middle market companies that out-compete their peers. We primarily invest in businesses with 

- $10-100MM+ in revenue
- $2-15MM in EBITDA 
- 10%+ EDBITA margins
 
Our industry experience includes healthcare services, business services, niche manufacturing, food & retail, consumer products & services, and distribution and ranges across investment types including recapitalizations, generational liquidity transactions, control acquisitions, growth investments, corporate care-outs, and significant minority investments.

Section iconCompany Overview

Headquarters
570 Lexington Avenue, 44th Floor New York, NY 10022, US
Phone number
NAICS Code
52391 - Miscellaneous Intermediation
Founded
1992
Employees
2-10

Section iconFunding & Financials

  • $10M

    Chartwell Investments's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Chartwell Investments's revenue is in the range of $10M

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