Chartwell is pleased to announce the promotions of several Chartwell team members across the country. Congratulations on a job well done!

Will Bloom

Will is an investment banker in Chartwell’s corporate finance practice and leads the firm’s capital markets team. Will has worked on both mergers and acquisitions as well as capital markets transactions within a variety of industries while executing high-profile ESOP buyouts, terminations, and restructurings.

Professional Involvement & Certification

Will is an active member of The ESOP Association, where he currently serves on the Finance Advisory Committee. He is also a member of the National Center for Employee Ownership (NCEO) and the Association for Corporate Growth (ACG). Will is a recipient of The M&A Advisor’s 40 Under 40 Award in recognition for his expertise and professional accomplishments.

Will is a registered representative with Chartwell affiliate CCS Transactions, LLC, and holds FINRA Series 7, 63, and 79 licenses.

Professional Experience

Prior to Chartwell, Will was an investment banker with Bank of America Merrill Lynch’s Transaction Development Group, where he focused on executing sell-side, buy-side, and ESOP transactions for middle-market clients between $200 million and $2 billion in enterprise value.

Prior to Bank of America, 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, 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. 

Check the background of this investment professional on FINRA’s BrokerCheck.

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