Investment Banking M A

Nicholas Piccinich

New York Metropolitan Area ***07 (201) 724 - 6658 ************@*****.*** LinkedIn EDUCATION

Stevens Institute of Technology May 2025 Cumulative GPA: 3.64/4.00 Bachelor of Science in Finance Minor in Quantitative Finance Relevant Coursework: Fixed Income Analysis, Risk Management for Capital Markets, Intro to Derivatives, Portfolio Management, Financial Engineering, Equity Valuation, Business Law, Corporate Finance, Intro to Quantitative Finance I & II, Financial Accounting, Managerial Accounting, Financial Statement Analysis Honors/Awards: Magna Cum Laude, Edwin A. Stevens Scholarship, High Honors, Dean’s List PROFESSIONAL EXPERIENCE

Whitehall & Company 1 World Trade Center, New York City, NY September 2023 – Present Investment Banking Analyst (Off-Cycle)

• Prepared teasers, Confidential Information Memorandums (CIM), Confidential Information Presentations (CIP), and management presentations for energy, power, renewables, electric charging, and project finance sectors.

• Conducted research on precedent transactions, providing key insights for the client's strategic decisions.

• Built and updated detailed financial models to support M&A as well as debt & equity raise transactions. o Pro Forma, Investment Tax Credits (ITC), Debt Sculpting, Cash Sweeps, Refinancing Scenarios, Interest During Construction (IDC), Sources & Uses, Waterfall Modeling, Revenue Put hedges

• Selected Active Deal/Transaction Experience:

o Project Buzz (Greenfield Power Plant Financing) $2.0B – $2.5B Equity & Debt Raise, M&A o Project Bella (Greenfield Power Plant Financing) $1.5B – $2.0B Equity & Debt Raise, M&A o Project Buckeye (Minority Sale of Conventional Gas Power Plant) $700M – $900M M&A o Project Egret (Residential Solar Company) $100M – $200M Equity Raise, Financial Advisor o Project Mobility (EV Charging Infrastructure) $50M - $100M Equity Raise, Financial Advisor Premier Financial Services LLC Woodbury, CT June 2022 – September 2023 Finance Intern

• Supported in an audit for an acquisition of 1

st

Financial Bank USA.

o Participated in Senior Management meetings and meticulously recorded key negotiations.

• Supervised other interns in managing daily projects and directing delegation of daily workload.

• Constructed Excel files to record company analytics related to marketing and credit metrics.

• Created risk assessment statements and collateral evaluation analysis for the bank’s auto portfolio. PROJECTS

• Built an investment thesis pitch for a B2B SaaS software company with an ARR between $4m – $10m. o Performed analysis on the industry landscape, headwinds & tailwinds, as well as the fragmentation & cyclicality of the SaaS software industry. o Examined my company’s EBITDA multiple, TAM, and risk mitigation strategies.

• Developed a Python code to talk and ask questions to ChatGPT-4 o Using a combination of added Python libraries enabled ChatGPT to voice its responses. o Applied the same principle with critiques so a person can ask questions verbally. SKILLS & INTERESTS

Skills: Excel, PowerPoint, Bloomberg, Capital IQ Pro, Inframation, Infralogic, Financial Modelling, VDRs Licenses & Certifications: FINRA Securities Industry Essentials (SIE), FINRA Series 7, FINRA Series 79, FINRA Series 66, Bloomberg (BMC), Bloomberg (ESG), Adventis Financial Modelling Program Activities: Finance Investment Banking Advisory Society, Club Baseball & Basketball, Stevens Drama Society Interests: Guitar, Music, Stock Trading, Cars, Soccer, Sports, Gym, Traveling, Baking, Pets, Family

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