Tampa, FL :: October 3–4, 2017 (preconference on October 2)

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Financing an ESOP: Seller Notes, Bank Financing, and More
(Concurrent Sessions 6)

Tuesday, October 3 :: 3:40–4:25

Presenter

Will Bloom

presenter photo

Chartwell

Will is managing director of 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 a variety of industries while executing high profile ESOP buyouts, terminations, and restructurings. 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 current member of the NCEO, the ESOP Finance Committee and a Registered Representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 63, and 79 licenses.
Fall ESOP Forum