Nick Longo Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York City Metropolitan Area

Cleveland, Ohio, United States

Responsible for supporting senior members of the leveraged finance and capital markets teams with research, analytics, and due diligence to complete all aspects of loan, high yield/convertible, and liability management transactions. Accountabilities included creation of marketing and pitch materials, conducting renewables/oil & gas market analyses, maintaining deal trackers to get comparable deals, understanding credit agreements and other legal documents, maintaining communication with clients and other lenders to answer diligence questions, and being a pivotal part of the closing process for syndicated loans.•Worked directly with senior deal leads and involved in all aspects of leveraged finance and capital markets transactions from pitching through execution.•Provided oversight of maintenance and updates to loan and bond comparables.•Ensured transaction trackers were updated and reviewed one-pagers for corporate coverage.•Prepared marketing materials such as pitches, created confidential information memorandums and lender presentations, drafted underwriting memos, and delivered presentations to management and clients.•Worked in close collaboration with credit and client coverage teams during loan structuring and primary syndication processes, as well as bond marketing and pricing.•Reviewed market updates to ensure quality of information such as trends (pricing, tenors, structure), deals and opportunities in the non-investment grade and cross-over-rated markets.•Worked closely with operations to ensure all loan closings were appropriately monitored and documented.•Managed the process for investor meetings such as bank meetings and roadshows to ensure flawless execution.•Worked on multiple projects simultaneously, effectively prioritized deals, and consistently met strict deadlines.•Recognized for conducting accurate market analyses and attaining minimal errors.

Cleveland, Ohio, United States

Worked in a corporate development role, accountable for creating an acquisition pipeline for a large client of the firm. •Supported the identification, due diligence, and qualification of M&A opportunities•Led other elements of the M&A process within the company and interacted with critical internal personnel and outside advisors.•Assisted in identifying, screening and evaluating potential acquisition candidates, joint venture partners, etc. through targeted pipeline development efforts.

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

🎓 Bachelor Of Arts Degree In Economics

Activities and Societies: Varsity Baseball Player ⚾

Education record

Activities and Societies: Recruited in Junior Year of High School as a Varsity Baseball Athlete and Attended on a 50% Scholarship ⚾