Nick Wang, Finance Expert in San Francisco, United States
Nick is available for hire
Hire Nick

Nick Wang

Verified Expert  in Finance

Finance Expert

Location
San Francisco, United States
Toptal Member Since
August 28, 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.

Career Highlights

Investment Banking Analyst
Bank of America Merrill Lynch

Education Highlights

Bachelor's Degree
New York University

Work Experience

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’s 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
2010 - 2014

Bachelor's Degree in Finance

New York University - New York

Finance

Convertible Debt, Equity Financing, Credit Analysis, Three-statement Modeling, Equity Valuation, Fundraising, Financial Planning & Analysis (FP&A), Financial Modeling, Mergers & Acquisitions (M&A)

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Bloomberg

Industry Expertise

Technology, Oil & Gas, Capital Markets

Geographic Expertise

United States

Other

Financial Statements, Biotechnology, Options, Online Marketing

Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

Choose your talent

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

Start hiring