Investment Associate

• Sep 2022 - Present

To source, initiate, execute, manage and exit investments To source, initiate, execute, manage and exit investments

Investment Associate

• Sep 2020 - Jan 2023

Pre-deal: • Reviewed and sent out non-disclosure agreement and letter of intent. • Conducted modelling and financial analysis to evaluate following potential targets Deal Execution • Completed the due diligence process internally or externally by engaging professional firms • Summarized key findings and analysis in investment proposals. • Evaluated optimal transaction structure (debt/equity investment, SPV layers, potential tax exposures) • Participated in Sale & Purchase agreement (“SPA”) negotiation process (price adjustment, condition precedents, warranties and representations, covenants, break fee, pre-closing actions) Portfolio Monitoring • Pinpointed key findings in both operational and financial perspective and proposed corresponding actions • Executed plans to improve portfolio performance, covering ESG framework, operational policy, restructuring, leveraging, hedging • Performed quarterly valuation of portfolio companies and issue investor letters. Exit Strategy • Built-up teasers and information memorandum with financial advisors • Drafted responses to buyer’s preliminary and follow-up questions and completed due diligence process Show less

Senior Consultant, Transaction Advisory Services

• Jan 2019 - Sep 2020

- Assisted with the development of the financial model to support key decisions related to investment, strategic planning and project feasibility study for clients - Provided detailed analysis focused on high-impact deal drivers, including financial, synergies and financial statement impact to assess the sustainability of the Target’s growth and profitability, quality of cash flows and assets, and identify hidden liabilities and contingencies. - Identified key focus areas to support the negotiation of key transaction terms as well as post-closing needs including integration and financial reporting. Show less

Audit & Assurance Senior (Financial Services)

• Jan 2016 - Dec 2018