Occupation:Vice President |
Location:Huntington Beach, CA |
Education Level:Bachelor |
Will Relocate:YES |
Description
COVER LETTER: Dear Sir/Madam, I would be honored to work at an esteemed investment banking practice or private equity firm catering primarily to the middle market. My name is Nickolas Lanza. I am Series 7, 66, 79 licensed and have seven years of transaction origination, processing, and execution experience in the lower middle market working at Plethora Businesses, a boutique investment banking firm in Orange County, CA. As a key member of Plethora's deal team, I am responsible for leading sell side mandates from origination through closing and also a member of the internal leadership committee. Of the thirty six sell- side engagements I have taken to the market over the past four years, ten have successfully closed. The largest transaction I supported was the recapitalization of an air freight forwarder which transacted at an enterprise value of $72M. In addition, I have completed over one hundred company valuations possess a thorough understanding of business models, financial statements, accounting principles, due diligence processes, and definitive stock/asset purchase agreements. A middle market IB/PE firm represents a dream opportunity for my own professional development and my experience brings a considerable knowledge base to an Associate or Vice President role. My work ethic is driven by a commitment to excellence, responsiveness, and endurance through project completion. I have a strong prospect to client conversion record of 36% and have worked intimately with business owners from numerous industries with a focus on exploring acquisition opportunities and I am confident that my addition would be turn-key. Enclosed is my resume. I hope it will be helpful in evaluating my qualifications for this position. Sincerely, Nickolas Lanza BRE# 01976131 / CRD# 5990558 714-305-9391 njlanza88@gmail.com www.plethorabusinesses.com www.linkedin.com/in/nickolas-lanza-3699ab32/ NICKOLAS J. LANZA 16884 Sims Ln. #15 Huntington Beach, CA 92649 Mobile: (714) 305-9391 Email: njlanza88@gmail.com
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