Christopher Balicki Email & Phone Number

Boston, Massachusetts, United States

Relationship-focused, client-driven investment banking services. Griffin Financial Group is a boutique investment bank providing merger and acquisition advisory, financing and strategic consulting services for both healthy and financially challenged businesses. We also provide private equity placement and due diligence services, and assist clients in public offerings, institutional placements, sales, syndication and other capital markets activities.

- Conducted industry and market research of consumer product and business services companies for client pitches- Assisted in valuation analysis leveraging recent M&A transactions, comparable public companies, and DCFs- Created and vetted distribution lists for market reports intended for founders and executives to aide in business development

- Assisted the Sustainable Investing Regulation Reporting Group with creation of SFDR Level 2 Periodic Reports for in scope sustainable funds designed to reduce the risk of greenwashing- Analyzed portfolio level data to determine exposure to sustainability-related risks and identify strategies to defend, evolve, and grow business- Identified and presented exposure of public pension fund clients to state level legislation requiring divestment from asset managers incorporating ESG into investment strategies to better inform firm and portfolio level decision making

Boston, Massachusetts, United States

- Reviewed newly issued securities and trade attributes in legacy and newly integrated systems for trade clearance- Researched over 200 closing prices and rates through pricing vendors and Bloomberg to confirm day to day price and FX rate movements- Amended and confirmed variable rates for municipal bonds, repo agreements, and mutual funds to be in line with broker feeds and overnight interest rates

Lexington, Ma

- Developed data analytics skills through work with Einstein Analytics- Assisted in a company-wide project with the goal of improving forecasting and processing, involving multiple months of implementation and testing - Gained experience with agile project management techniques, improving time management, planning, and prioritization skills- Created and maintained reports and dashboards in Salesforce Lightning for a variety of departments and business functions

Marlboro, Ma

- Analyzed potential markets for new retail locations by forecasting future legislation and market demographics- Developed revenue projections for prospective markets to ensure location viability

Bachelor Of Business Administration - Bba, Finance And Entrepreneurship

Activities and Societies: Club Lacrosse (VP and Captain), Private Equity and Venture Capital ClubCum Laude - Finance and Entrepreneurship.

Education record

Activities and Societies: Volunteer at Melissa OrphanageSemester study abroad in Thessaloniki, Greece

Education record