基金经理

• Sep 2022 - Present

Vice President

• Sep 2015 - Sep 2022

•Study the feasibility and potential of investment opportunities via interviewing, conducting due diligence and analyzing the target companies. Coordinate the various parties (internal and external) of the deal and effectively promote the development of the project. Mainly focus on the internet and the infrastructure industries; •Infrastructure projects: build up valuation models for a major solar power player in China in its NYSE delisting and privatization project by splitting the company’s solar module manufacturing and Solar Power Station segments. Analyzing and valuing various infrastructure projects including but not limited to solar power and hydropower stations, highways, pipelines for natural gas transportation; •Internet companies: participate in the Series D financing of a leading CRM cloud service provider (SAAS) with a valuation of 3.5 billion RMB and a potential financing need of 400 million RMB. In the series D financing for a top 3 online dating and matching website in China, I conduct commercial due diligence, interviewed management and industry specialists, studied historical operating performance and built the valuation model.

Senior Advisor at Valuation Service

• Jan 2012 - Sep 2015

•Assess the value of businesses and assets (e.g., land, buildings, technology, mining right, brand names, and customer relationships) globally by analyzing corporate strategy, performance against budgets/KPIs, and reasonableness of detailed financial forecasts. Present findings to senior management verbally and in a narrative report; •Advised domestic and overseas clients on valuations and negotiations in Chinese transactions or financing activities, resulting in more favorable returns and timely results. For example, advised a major state-owned bank in its announced acquisition of a state-owned trust company in its price negotiation together with investment bank and due diligence team. Also advised a Singapore-based client in its proposed acquisition of a Chinese architectural designing firm with more than 500 employees and Grade A Design Certificate; provided valuation service relating to an outbound acquisition for a state-owned enterprises in its application for fund process and helped the client get the fund from the government; •Advised multinational clients on tax purpose valuation relating to equity transfer or restructurings in China. For example, helped a top tier Fortune 500 chemical company analyze potential tax implication of a contemplated restructuring in Asia Pacific area and a global carve out of a business unit with more than USD 1.2 billion revenue in FY 2014 in China; •Advised multinational clients on financial reporting purpose valuation relating to merger and acquisitions under the requirement of generally accepted accounting standards. For example, identification and fair value measurement of tangible and intangible assets in a cross-border transaction in which a US listed company acquired a Hong Kong listed company in the medical instrument industry.

Intern at Transfer Pricing Service

• Jul 2009 - Sep 2009

Audit Intern

• Jun 2009 - Jul 2009