Select Engagements Senior Credit FacilitiesFinancial AdvisorSenior SecuredIndebtednessFinancial AdvisorSenior Credit FacilitiesSubordinated NotesFinancial AdvisorSenior Credit FacilitiesFinancial AdvisorSenior Credit FacilitiesJunior CapitalFinancial AdvisorSenior Credit FacilitiesSubordinated NotesFinancial Advisor« PrevNext »Ask the expertContact Will Bloom for more information on Capital MarketsWill Bloom > > In an evolving and complex capital markets environment, a company needs to understand its optimal capital structure in order to maximize shareholder value. It is important for management to understand the appropriate balance and type of financial securities it deploys when executing their strategic plan. Chartwell’s independent capital structure advice includes the analysis, structuring, and placement of these securities with a particular focus on achieving lowest cost, highest flexibility, and maximum liquidity. Our professionals have extensive expertise in capital markets, both as placement agents and as investors in debt securities. Chartwell’s real-time knowledge of capital markets provides companies with practical understanding of what is feasible based on their particular financial characteristics. Our clients use our services for the following capital needs: New Issuance Acquisitions Growth/Expansion Capital Debt and Equity Recapitalization Refinancing and Restructuring Chartwell’s expertise may be leveraged across a multitude of capital needs and security types: Senior Secured Bank Debt (Revolvers, Term Loans) Senior Secured Institutional Cash Flow Loans (including Uni-Tranche) Second-Lien/"Last-out" Loans Senior Traditional Private Placements Junior Capital/Mezzanine Notes Convertible Preferred Securities INSIGHTSOur Capital Markets team shares their perspective on the latest market trends. "Trump Effect" Pushed Capital Markets Higher, But Will It Last... - June 2017 Q3 2016 Debt Capital Markets Update - November 2016 Speed Bumps Seem to be Slowing Traffic in the Capital Markets - June 2016 Q1 2016 Debt Capital Markets Update - April 2016 September 2015 Debt Capital Markets Update - September 2015 Challenge Mfg. Company Senior Credit FacilitiesFinancial Advisor Company logo: Greenheck Senior SecuredIndebtednessFinancial Advisor Company logo: All My Sons Senior Credit FacilitiesSubordinated NotesFinancial Advisor Company logo: The Bernard Group Capital Markets Senior Credit FacilitiesFinancial Advisor Company logo: Inside Edge Capital Markets Senior Credit FacilitiesJunior CapitalFinancial Advisor Company logo: Reflexite Senior Credit FacilitiesSubordinated NotesFinancial Advisor Company logo: Will Bloom Will Bloom Managing Director Chicago, IL firstname.lastname@example.org V-card PRESENT POSITION Will leads Chartwell’s Chicago office. He is an investment banker for the firm’s Corporate Finance practice and heads the firm’s capital markets practice. Will has worked on both mergers and acquisitions as well as capital markets transactions within the industrial, business services, consumer products, oil and gas, healthcare, and transportation and aerospace industries while executing high profile ESOP buyouts, terminations, and restructurings. MEMBERSHIPS AND DESIGNATIONS In 2012, Will was recognized for his expertise and professional accomplishments when he received The M&A Advisor’s 40 Under 40 Award and has participated as a guest lecturer for MIT’s Sloan School of Management. Will is a member of the ESOP Finance Committee and a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses. PRIOR EXPERIENCE AND EDUCATION Prior to joining Chartwell, Will was an investment banker with Bank of America Merrill Lynch’s (BAML) Transaction Development group, where he focused on executing sell-side, buy-side, and ESOP transactions for middle market clients between $200 million and $1 billion in enterprise value. Prior to joining BAML, Will spent considerable time as a member of ABN AMRO’s Global Markets group, where he participated in originating and executing investment grade and high yield bond issuance, traditional senior private placements, securitizations, junior capital and underwriting and distributing second lien loans. Will also participated in establishing De Meer Asset Management, a division of ABN AMRO, Inc., where he acted as a principal investor in liquid and illiquid leveraged senior and junior loan assets as a part of multiple cash and synthetic collateralized loan obligation structures (CLOs). Will holds a Masters of Business Administration degree in finance and entrepreneurship from Northwestern’s J.L. Kellogg School of Business and a Bachelor of Science degree in finance from Miami University in Ohio.