Chase Blatz is a finance professional who has a background in commercial banking and consulting. He has supported multiple syndicated transactions through generating comprehensive credit memos that summarized financial metrics, industry trends, and risk factors. Chase has conducted in-depth financial analysis through evaluating the financial health of upper middle market companies to assess credit worthiness and has executed comprehensive risk assessments to address and minimize risk through proper credit structuring.
Chase has partnered with relationship managers, credit underwriting teams, and C-suite executives to deeply understand a company’s needs and business strategies, enabling the design of tailored financial solutions that align with the company’s objectives and the lender’s risk parameters.
Representative Experience
- Underwrote a $90MM senior secured debt facility for a precision-machine car part manufacturer to support an LBO of similar-sized company to broaden the company’s product portfolio.
- Underwrote $85MM in senior secured financing consisting of a $75MM Term Loan A and $10MM revolving line of credit for an insurance brokerage’s leveraged buyout of a competitor.
- Structured covenant relief for a transportation and logistics company, providing increased liquidity and extended time to support performance enhancement efforts.
- Assisted in structuring a ~$1B refinance of a leading North American student transportation company that allowed for additional liquidity to support their seasonal needs.