Nick Wang, Finance Expert in San Francisco, CA, United States
Nick Wang

Finance Expert in San Francisco, CA, United States

Member since August 23, 2017
Nick is a former investment banker who has raised over $60 billion in equity and equity-linked products while working at top-tier investment banks (Evercore and Bank of America Merrill Lynch). Currently, Nick works in the corporate finance division of a $2+ billion growth-stage startup. As a freelancer, he enjoys helping companies build their core financial models and fundraise.
Nick is now available for hire

Career Highlights

Education

Software Expertise

Other Expertise

Employment

  • Corporate Finance

    2019 - PRESENT
    Checkr
    • Raised $160 million in Series D funding at a valuation of $2.2 billion.
    • Build a financial model for internal projections.
    • Priced $50 million of ARR in contracts.
    • Evaluated M&A opportunities for the company.
    • Communicated with investors on an ongoing basis.
    Focus areas: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Financial Modeling, Fundraising
  • Investment Banking Senior Analyst

    2015 - 2017
    Evercore
    • Provided quantitative analyses on public equity and equity-linked transactions, aiding corporate clients through the capital raising process.
    • Analyzed the global demand for an IPO potentially raising $100 billion and presented the findings to foreign government officials.
    • Performed 200+ in-depth investor identification exercises by looking at historical holding patterns and competitor holdings.
    • Worked on over 60 offerings as the lead equity capital markets (ECM) analyst, raising $50 billion in aggregate for companies in a variety of industries including biotech, real estate, and oil & gas.
    • Conducted financial, accounting, legal, customer, auditor, and other types of diligence for commitment committees and investors by identifying key drivers and risks relevant to a company‚Äôs equity story.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Capital Markets
  • Investment Banking Analyst

    2014 - 2015
    Bank of America Merrill Lynch
    • Advised small to mega-cap companies on hybrid structures (convertibles, mandatories, preferreds), and associated transactions such as call spreads, accelerated share repurchases, debt refinancing, recapitalizations, and rescue financing.
    • Raised $10+ billion of equity-linked financing for companies in sectors including healthcare, consumer retail, natural resources, industrials, media, telecom, Canada, and Latin America.
    • Assessed credit quality of companies through fundamental analyses and peer analyses while collaborating with other teams such as leveraged finance and debt capital markets.
    • Created models analyzing hybrid structures, cost of capital, and hybrid EPS accretion/dilution.
    • Participated in the full cycle of origination including assessing issuer fundamentals, pricing, pitching, working with legal counsel, and coordinating with syndicate and sales force.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Capital Markets

Education

  • Bachelor's degree in Finance
    2010 - 2014
    New York University - New York

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