Benjamin Wertz Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

M3 Partners specializes in Turnaround and Restructuring, Performance Improvement, Interim Management and Transaction Advisory.

New York, Ny, Us

New York, Ny, Us

Cleveland, Oh, Us

FINRA registered. Hold both the Series 63 and 79 licenses.• Analyst on KBCM High Grade / High Yield Debt Capital Markets Team and Ratings Advisory Practice• Deal execution experience on over 100 closed transactions• Split time between leverage finance origination and execution of High Yield rated issuers and Investment Grade rated businesses (both public and private placement) with a focus on the Industrial, Gaming & Leisure, Financial Services & Utilities sectors• Worked directly under Head of High Yield Capital markets, providing a unique experience to work on small deal teams, attend pitches and have a high level of direct client exposure• Experience on numerous private placement transactions with a sole lead or joint lead placement agent role; responsible for drafting org materials and private placement memoranda (professionally interacting with the client through turns of the documents) as well as coordinating marketing calls with investors and managing the data site• Mastered skills including constructing cap tables summarizing current and pro forma capital structure, LBO modeling, refinancing analysis with high level understanding of future savings vs. upfront costs that make a refinancing viable, relative value analysis using swap math to evaluate optimal structure and timing• Selected salient comps based on industry, size, ratings bucket to provide pricing read• Valuable ratings advisory experience – Competent running Moody’s grid and S&P recovery ratings analysis

Paris, Fr

• Loan Syndicate Team, component of SG investment banking division• Conducted comparable companies analysis: summaries of similar deals in terms of industry, current margin, OID company size, existing leverage, credit worthiness, competitor strength and term loan type (RCF, TLA, TLB, ABL), to help deal teams accurately price current deals• Worked on deals throughout debt raising process: helped win the mandate for SG, prepared lender’s presentation, attended diligence meetings, participated in live conference calls, and assisted informing other banks of deal logistics• Used Cap IQ, Bloomberg, and released 10K and 10Q financials to create cap table of current loans and balance sheets accurately depicting the current financial status of a firm• Enjoyed 60+ hours a week in a fast-paced, live deal setting

• Assisted CFA’s with research on stock, mutual fund, high risk credit and EMF picks for clients• Worked with a wide range of financial assets including high yield bonds, municipal bonds, small, mid, and large cap funds both domestically and internationally• Used Bloomberg and Excel daily to create and update analytical spreadsheets to follow the market releases• Worked on private equity including investment in a popular restaurant firm