Nicholas J. Hatzis Email and Phone Number
I am an Associate on the M&A Investment Banking Team at Roth Capital Partners, where I leverage my expertise in financial analysis, valuation, and deal structuring to support complex transactions. With a Master’s in Finance from Fordham University's Gabelli School of Business and a background in my family business, I bring a unique perspective that combines rigorous financial acumen with practical business insight. My experience includes building detailed financial models, preparing pitch decks, conducting due diligence, and coordinating cross-functional teams to execute successful mergers and acquisitions. I am committed to delivering strategic advisory services that drive long-term value for clients.
Loyola High School Of Montreal
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Co-Head Of The New York Regional Alumni ChapterLoyola High School Of MontrealNew York, Ny, Us -
Microeconomic AssociateRoth Capital Partners Sep 2024 - PresentNew York, New York, United StatesM&A Investment Banking Team -
Microeconomic AssociateRoth Capital Partners (Roth Mkm) Nov 2023 - Sep 2024New York, New York, United StatesSustainability | CleanTech Investment Banking Team -
Investment Banking AnalystRoth Capital Partners (Roth Mkm) Jun 2023 - Nov 2023New York, New York, United StatesSustainability | CleanTech -
Investment Banking InternRoth Capital Partners (Roth Mkm) Nov 2022 - Jun 2023New York, New York, United StatesSustainability | CleanTech -
Capital Markets Advisory Summer AnalystUnicredit Jun 2022 - Nov 2022New York, New York, United States• Supported prospective deals totaling over $1B with comps, financial statement analysis & modeling, maintenance of loan databases linked to ESG, capital structure considerations, and precedent transactions• Formulated clear and concise pitch decks in PowerPoint in the context of acquisition financing, capital structure optimization and credit rating considerations for the perspective deals• Executed research to support generation of business opportunities using bank resources and databases for pitch decks -
Private Equity - Search Fund Associate FellowTriple Peak Capital Aug 2021 - Jan 2022New York, United States• Consolidated search fund data in the healthcare sector using Pivot Tables to support investment thesis and pitchbook that led to raising $100M from sponsors• Led & created initial due diligence including investment committee memos compromised of LBO/DCF growth models for potential target companies and identified key levers necessary to return a 33% targeted IRR • Sourced and generated over 200 new acquisition targets that lead to LOIs alongside the executive and legal representatives• Interviewed target executive teams regarding financials and operations as a part of the deal due diligence process to determine possible investment and entry multiple -
Associate Vice President Of FinanceStanex Inc. Jan 2010 - Dec 2021Montreal, Quebec, Canada -
Spac Advisory AnalystSpacglobal May 2021 - Aug 2021New York, United States• Reviewed historical SPAC data using Excel, Bloomberg and SPACInsider to better structure the IPO• Consolidated data from different sources and advised appropriate next steps based of average redemption rates using 40% as the benchmark• Examined a comprehensive dataset, assessed underwriters, IPO size, warrants, duration, ownership and PIPE amounts• Regressed variables to determine statistical significance and coefficient movement regarding low redemption rates -
Graduate AssistantFordham Gabelli School Of Business May 2021 - Aug 2021New York, United States -
Referee & SupervisorHockey Canada Sep 2008 - Aug 2021Montreal, Quebec, Canada• Hockey Canada Supervisor Certified• Hockey Canada Level III Certified -
Customer Service RepresentativeCibc Jul 2018 - Mar 2020Montreal, Quebec• Anticipated needs of clients by leveraging a deep knowledge of CIBC’s financial services products and technology• Facilitated day-to-day banking transactions for high-net worth commercial and retail clients• Maintained a full course load during completion of an Economics and Finance degree, while working 20 hours a weekat CIBC -
Baseball Operations AnalystCapital City Reds Baseball Organization Apr 2016 - Sep 2016Ottawa, Canada Area• Analyzed baseball statistics with management to help players improve their game• Facilitated fundraising events• Worked alongside players and management to improve team dynamics and winning record• Worked with sponsors to raise money for national & international tournaments
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Accounting AnalystClinique Cmi: Centre De Médecine Intégrée Jun 2014 - Aug 2015Montreal, Canada Area• Reviewed employee hours• Balanced bank hours spreadsheet • Revised Excel database log created previous summer
Nicholas J. Hatzis Skills
Nicholas J. Hatzis Education Details
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Major Economics & Major Finance -
High School Diploma
Frequently Asked Questions about Nicholas J. Hatzis
What company does Nicholas J. Hatzis work for?
Nicholas J. Hatzis works for Loyola High School Of Montreal
What is Nicholas J. Hatzis's role at the current company?
Nicholas J. Hatzis's current role is Co-head of the New York Regional Alumni Chapter.
What schools did Nicholas J. Hatzis attend?
Nicholas J. Hatzis attended Fordham Gabelli School Of Business, Concordia University, Loyola High School Of Montreal.
What skills is Nicholas J. Hatzis known for?
Nicholas J. Hatzis has skills like Microsoft Excel, Microsoft Powerpoint, Microsoft Office, Customer Service, Leadership, Teamwork, Stata, Bloomberg Terminal, Dcf.
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