Experience

DealGlobe

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Associate, Investment Banking

  • Aug 2017 - Present

  • Cross-border M&A: Facilitate cross-border M&A projects in automotive and TMT industries, manage complete bidding processes and support roadshows with potential investors. • Valuation: Create and review complex financial models and valuation analyses including trading comparables, precedent transactions, DCF and LBO analyses. • Project Management: Communicate and coordinate stakeholders including management teams of client and potential investors, legal counsels, accountants, and other third parties, ensuring the smooth deal progress by providing ad hoc assistance. • Leadership: Co-initiated the Beijing deal team and lead junior members to conduct daily tasks; promoted to associate level within one year. • Project Experience: 1) European automotive software company with the valuation of EUR 660m, 2) European B2B hotel distributor with the valuation of USD 250m, 3) European information intelligence company with the valuation of GBP 1.2bn Show less



Sinowel Group

• Beijing, China

• Investment Consultant, Private Banking

  • Nov 2016 - Jul 2017

  • Financial Product Management: Evaluated private fund products and recommended which one should be launched to the market by interviewing management teams, reviewing investment strategies, analyzing historical performances, and assessing the level of consistency of each product. Helped the company launch three products and, in the end, raised 150 million RMB. • Financial Product Management: Evaluated private fund products and recommended which one should be launched to the market by interviewing management teams, reviewing investment strategies, analyzing historical performances, and assessing the level of consistency of each product. Helped the company launch three products and, in the end, raised 150 million RMB.



Groupe Nduom

• Ghana
• Investment Management
• 1 - 100 Employee

• MBA Summer Intern

  • Jun 2015 - Aug 2015

  • Corporate Valuation: Completed valuation analysis of twenty subsidiaries to support executive management decision making and future fund raising. Performed comparable company due diligence analysis, pro forma financial statement forecasting, and risk assessments. • Financial Analysis: Constructed future cash flow models for a $70 million real estate fund raising deal as well as conducted feasibility tests at the micro and macro level; the model is also being used for future debt financing negotiation. Show less



Fully Rich International Holdings Limited

• Taipei, Taiwan

• Senior Trader, Sales and Trading

  • Mar 2013 - Mar 2014

  • Quantitative Modeling: Created an excel analysis tool to evaluate currency trading risk by tracking deal price, recording transaction size and type of strategy, and calculating potential profit and potential loss for each transaction; the model is being used by all the traders for future risk control. • Quantitative Modeling: Created an excel analysis tool to evaluate currency trading risk by tracking deal price, recording transaction size and type of strategy, and calculating potential profit and potential loss for each transaction; the model is being used by all the traders for future risk control.



Mega International Commercial Bank

• New Taipei City, Taiwan

• Senior Associate, Retail Banking

  • Mar 2011 - Mar 2013

  • Commercial Banking: Provided exceptional customized commercial banking services and redesigned customer support structure to create dedicated relationship with corporate clients; accomplished a 100% increase in the number of customers allocated to my management. • Commercial Banking: Provided exceptional customized commercial banking services and redesigned customer support structure to create dedicated relationship with corporate clients; accomplished a 100% increase in the number of customers allocated to my management.



Army Artillery and Missile School

• Tainan, Taiwan

• Platoon Commander

  • Aug 2009 - Jul 2010