David Ngo
Associate Director at Fortman Cline Capital Markets- Claim this Profile
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English Native or bilingual proficiency
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Tagalog Native or bilingual proficiency
Topline Score
Bio
Credentials
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Certified Public Accountant
Professional Regulation CommissionOct, 2016- Nov, 2024 -
Passed CFA Level I
CFA Institute
Experience
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Fortman Cline Capital Markets
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Investment Banking
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1 - 100 Employee
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Associate Director
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Jan 2022 - Present
Managed the sale of 60% of AIR21 Holdings, Inc. (AHI) to AC Logistics Holdings Corporation from start to end for a transaction value of PHP 6 billion in secondary and primary shares. AHI's eight operating subsidiaries are involved in logistics and waste management.
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Associate
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Dec 2019 - Dec 2021
Manages the execution of M&A deals. Creates financial models and presentation materials for M&A transactions. Responsible for coordinating with deal teams, clients, and third party investors or sellers. Experienced in the whole M&A process and has exposure to various industries such as logistics, food and beverage, BOT projects, consumer goods, and pharmaceuticals.
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Senior Financial Analyst
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Oct 2018 - Dec 2019
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Financial Analyst
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Mar 2017 - Oct 2018
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Johnson & Johnson
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United States
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Hospitals and Health Care
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700 & Above Employee
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Intern
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May 2014 - Jul 2014
Intern for the Asia Pacific Supply Chain (APSC) Finance Costing & Inventory Management Team of Johnson & Johnson International (Singapore) PTE Ltd. Intern for the Asia Pacific Supply Chain (APSC) Finance Costing & Inventory Management Team of Johnson & Johnson International (Singapore) PTE Ltd.
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Education
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University of the Philippines
Bachelor’s Degree, Business Administration and Accountancy -
Xavier School
High School