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Will is an investment banker for Chartwell’s Corporate Finance practice. Will has worked on transactions within the industrial, business services, consumer products, oil and gas, surface transportation and aerospace industries and has helped execute high profile ESOP buyouts, terminations and restructurings.
Will is a Registered Representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 24, 28,and 79 licenses.
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 participated in establishing De Meer Asset Management, a division of ABN AMRO, Inc. While with De Meer, Will was responsible for the structuring and issuance of all LaSalle Bank’s cash and synthetic CLOs (Collateralized Loan Obligations), while primarily focused on managing leveraged senior and second-lien loan assets on behalf of both international institutional debt and equity investors. Prior to joining De Meer, 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 earned an MBA in Finance and Entrepreneurship from Northwestern’s J.L. Kellogg School of Business and a Bachelor of Arts from Miami University in Ohio.
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