Experience

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  BDA Partners

  • Shanghai City, China

  • Partner, Co-Head of Shanghai and Head of Financial Sponsor Coverage, China

    • Nov 2016 - Present
    • Shanghai City, China

    BDA Partners is a leader in cross-border investment banking involving Asia. We advise on M&A, capital raising, and restructuring. We have a track record of providing independent advice to blue-chip corporate and financial sponsor clients from North America, Europe, and Asia. BDA is headquartered in New York with offices in London, Dubai, Mumbai, Ho Chi Minh City, Singapore, Hong Kong, Shanghai, Seoul, and Tokyo. We formed a partnership with William Blair & Company in 2011. At BDA, I focus on cross-border M&A advisory with an emphasis on Greater China. My sector coverage include advanced industrial manufacturing, consumer products, consumer retail, healthcare, TMT and business services. I advise clients on acquisitions, trade sale, capital raising and corporate divestitures/carve-outs. Leveraging on my broad client network and extensive industry experience, my objective is to provide top-quality advisory services to our corporate and financial sponsor clients.

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  Baird Investment Advisor Co. Ltd, an affiliate of Robert W. Baird & Co. Incorporated

  • Shanghai, China

  • Managing Director Investment Banking

    • 2008 - Nov 2016
    • Shanghai, China

    Led Baird’s global investment banking efforts in Asia; managed team focusing primarily on Greater China. Established company operations in Shanghai; developed and initiated business strategy, recruited and developed team members. Developed new client relationships, expanded company operations, and set overall strategy for on-the-ground team. Originated/structured and executed complex cross-border M&A and IPO transactions.Selected Contributions:♦ Executed numerous high-visibility/high-value cross-border M&A deals and IPO’s. ♦ Guided/oversaw transactions from origination to closing including: valuation analysis, financial modeling, due diligence, preparing marketing materials, identifying, contacting, and negotiating with potential buyers and sellers. ♦ Developed and maintained relationships with broad regional network of corporate and private equity clients operating in industrial, consumer, real estate and TMT sectors, including major Asian and global PE funds.♦ Established/maintained strong presence in region; serve as key speaker in cross-border capital markets forums (attended by senior executives and private equity partners) held in China, USA and Europe.♦ Worked to maintain positive corporate brand image; participated in media interviews with authoritative publications including Euromoney, AVCJ and Financial Times.

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  Standard Chartered Bank

  • Hong Kong

  • Director, Corporate Finance & Advisory

    • 2004 - 2008
    • Hong Kong

    Maximized business opportunities while reaching or exceeding corporate financial performance goals; developed business in China; concentrated on serving major Chinese enterprises’ cross-border M&A activities. Analyzed existing operations; developed and implemented effective systems, strategies, and processes to improve organizational performance.Selected Contributions:♦ Member of the Corporate Advisory’s management team responsible for the origination and execution of M&A transactions with a Greater China focus.♦ Effectively led project teams to proven results; built Corporate Advisory team in Hong Kong and Beijing; managed staff recruitment and retention, and served as team leader in deal execution.♦ Advised Hong Kong-listed companies on Takeovers Code and code-related transactions.

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  Daiwa Securities

  • Hong Kong

  • Senior Vice President, Equity Capital Markets

    • 2002 - 2004
    • Hong Kong

    Drove capital markets business in Asia; originated and executed equity capital markets transactions; managed areas of IPOs, share placements and Public Offerings without Listing (POWL).Selected Contributions:♦ Deepened and broadened client relationships; led teams under pressure to achieve business goals.♦ Successfully completed lead arranger/book-runner mandates, rebuilt the equity capital markets business in Greater China, and won prestigious POWL mandates.

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  Dresdner Kleinwort Wasserstein

  • Hong Kong, China

  • Vice President, Investment Banking Asia

    • 2000 - 2002
    • Hong Kong, China

    Managed marketing and execution of Asia Pacific corporate finance transactions in areas of M&A, equity capital markets and corporate advisory services. Concentrating efforts in Greater China, built strong, enduring client relationships; provided expertise and solutions to meet evolving business needs.Selected Contributions:♦ Executed and managed actions in deal teams; advised international clients on regional strategies and cross-border M&A opportunities (including Lafarge, Grundig, CGNU and Wal-Mart).

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  Schroders

  • Hong Kong

  • Assistant Director, Investment Banking

    • 1994 - 2000
    • Hong Kong

    Worked with seniors; managed and executed public M&A, corporate advisory and equity capital markets transactions in Asia. Performed project coordination, valuation, due diligence, documentation and financial advisory; assisted with development of marketing strategies and tactics, and coordinated marketing presentations. Managed quality assurance; identified structural and regulatory issues.Selected Contributions:♦ Assisted with successful completion of high-value, complex transactions such as Shangri-La Asia’s restructuring, CLP Holdings' group reorganization, and Kerry Properties' US$360 million IPO.

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  KPMG Peat Warwick

  • Orange County, California Area

  • Auditor

    • 1988 - 1990
    • Orange County, California Area

    CPA qualification. Participated in statutory audits of US publicly-listed companies and IPO audits.