Page 162 - TACC 2023 Program
P. 162
A National Leader in
Financial Advisory
Capital Markets Overview
The Chartwell Advantage
Chartwell provides capital structure advisory and capital placement services. Our goal is to obtain the desired amount
of capital efficiently and at the lowest cost, while maximizing operating flexibility for our clients. Chartwell’s unbiased,
comprehensive advice is backed by real-time insight from the capital markets and many years of intermediary and
principal investing experience.
Capital Markets
Expertise
• Refinancings
• Recapitalizations
• Acquisition Financings
• Growth Financings
• Shareholder Buyouts
Forms of Capital Relationships
3 Senior Secured & Unsecured 3 Commercial Banks
3 Mezzanine Notes 3 Direct Lenders
3 Subordinate Notes 3 Finance Companies
3 Preferred Equity 3 Family Offices
3 Common Equity 3 Private Equity / Venture Capital
Capital Markets Leadership
Will Bloom Dan Kaczmarek Ryan Rassin
Managing Director Managing Director Managing Director
Head of Capital Markets Capital Markets Capital Markets
Chicago, IL Chicago, IL Chicago, IL
will.bloom@ dan.kaczmarek@ ryan.rassin@
chartwellfa.com chartwellfa.com chartwellfa.com
www.chartwellfa.com
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC. Member FINRA and SIPC.
