Sam Lee
Managing Partner at Paloe | CFO Advisory- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
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Bio
Cai Aaron
I have known Sam since high school. Sam is a creative individual who is exceptionally diligent and task focused. I am very impressed with his ideas and how he is able to apply new concepts to solve unique problems. He has consistently demonstrated strong leadership skills and takes good care for his team mates and friends. He is an asset to work with.
Olfa Ben Rejeb
Sam is an amazing mentor, we had the opportunity to meet during ACE BaceCamp where he taught us a lot about Financial planning and CFO world in the startup context. Highly recommend for any expertise related to Finance.
Gerald Ong
Sam's ability to combine financial with the real world situation really helped me analyze my business better and more importantly, tell a significantly better growth story through numbers that is helping me to increase my company's valuation. On top of that, I really like that he's very genuine and helpful!
Cai Aaron
I have known Sam since high school. Sam is a creative individual who is exceptionally diligent and task focused. I am very impressed with his ideas and how he is able to apply new concepts to solve unique problems. He has consistently demonstrated strong leadership skills and takes good care for his team mates and friends. He is an asset to work with.
Olfa Ben Rejeb
Sam is an amazing mentor, we had the opportunity to meet during ACE BaceCamp where he taught us a lot about Financial planning and CFO world in the startup context. Highly recommend for any expertise related to Finance.
Gerald Ong
Sam's ability to combine financial with the real world situation really helped me analyze my business better and more importantly, tell a significantly better growth story through numbers that is helping me to increase my company's valuation. On top of that, I really like that he's very genuine and helpful!
Cai Aaron
I have known Sam since high school. Sam is a creative individual who is exceptionally diligent and task focused. I am very impressed with his ideas and how he is able to apply new concepts to solve unique problems. He has consistently demonstrated strong leadership skills and takes good care for his team mates and friends. He is an asset to work with.
Olfa Ben Rejeb
Sam is an amazing mentor, we had the opportunity to meet during ACE BaceCamp where he taught us a lot about Financial planning and CFO world in the startup context. Highly recommend for any expertise related to Finance.
Gerald Ong
Sam's ability to combine financial with the real world situation really helped me analyze my business better and more importantly, tell a significantly better growth story through numbers that is helping me to increase my company's valuation. On top of that, I really like that he's very genuine and helpful!
Cai Aaron
I have known Sam since high school. Sam is a creative individual who is exceptionally diligent and task focused. I am very impressed with his ideas and how he is able to apply new concepts to solve unique problems. He has consistently demonstrated strong leadership skills and takes good care for his team mates and friends. He is an asset to work with.
Olfa Ben Rejeb
Sam is an amazing mentor, we had the opportunity to meet during ACE BaceCamp where he taught us a lot about Financial planning and CFO world in the startup context. Highly recommend for any expertise related to Finance.
Gerald Ong
Sam's ability to combine financial with the real world situation really helped me analyze my business better and more importantly, tell a significantly better growth story through numbers that is helping me to increase my company's valuation. On top of that, I really like that he's very genuine and helpful!
Credentials
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Certified ScrumMaster® (CSM®)
Scrum Alliance®Nov, 2018- Oct, 2024
Experience
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Paloe | CFO Advisory
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Singapore
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Financial Services
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1 - 100 Employee
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Managing Partner
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Apr 2023 - Present
Paloe is one of the pioneer CFO advisory firms in Singapore. We have partnered with more than 100 companies at various stages of their growth.Regardless your company size, industry or stage of growth, Paloe understands the unique challenges of your business. We work hand-in-hand with you to build robust CFO functions and formulate proven financial strategies to manage your cashflow, maximize profits and supercharge your growth.Beyond overcoming short-term challenges, we at Paloe help you transform the way you do finance through our holistic approach to set you on the trajectory of sustainable, long-term growth.Sam Lee leads Corporate Finance & Advisory segment at Paloe. Over the past seven years, he has served many prominent technology companies including Artisan Green, Dedoco, Detrack, Geniebook, Haulio, Kegmil, MICEPad, Moovaz, Overdrive IOT, USEN, etc.At Paloe, we partner CEOs and CFOs in technology companies to:- build and maintain financial model- design performance dashboards on Power BI- analyze performance and perform scenario analysis- prepare dataroom and co-ordinate Q&A process during due diligence phase- support and run M&A / fundraising process- optimize and automate finance and operational processes- identify potential partners in new marketsSam Lee is also a Registered Management Consultant accredited by Institute of Management Consultant. With this endorsement, he is able to lead projects that qualify for Enterprise Development Grant.If you are interested to find out more, feel free to email sam@paloe.com.sg. Show less
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Partner, Corporate Finance & Advisory
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Nov 2015 - Apr 2023
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Sell-Side M&A Advisor / Interim CFO - Low Code System Integrator
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Nov 2021 - Aug 2022
Sell-side M&A advisor in the sales of a Singapore-based Low Code Development Firm
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Fundraising Advisor - Pre-Series A for Deep Tech SaaS Startup
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Aug 2021 - Jul 2022
Provided financial advisory for a Deep Tech SaaS company in their Pre-Series A round
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Buy-side M&A Advisor - Medical Device Retail Chain
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Feb 2022 - May 2022
Buy-side M&A Advisor in a 100% acquisition of a Singapore-based Medical Device Retail Chain
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Interim CFO - Business Intelligence System Integrator
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Dec 2021 - Mar 2022
Acted as Interim CFO to provide due diligence assistance in the proposed acquisition of a Singapore-based System Integrator
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Sell-side M&A Advisor - Logistics Tech SaaS Company
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Feb 2021 - Oct 2021
Sell-side M&A advisor in the majority stake sales of a Logistics SaaS company
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Due Diligence Assistance - Pre-Series A Edutech Company
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Jun 2021 - Jul 2021
Prepare and co-ordinated Financial Due Diligence for an Edutech Company based in Singapore
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Fundraising Advisor - Pre-Series A for Future of Work SaaS company
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Feb 2021 - Jul 2021
Provided financial advisory for a SaaS company in their Pre-Series A round
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Interim CFO - Exit Planning for SMB SaaS Company
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Jun 2017 - Mar 2018
Acted as Interim CFO during the successful exit for a regional SMB SaaS Company
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Institute of Management Consultants (Singapore)
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Singapore
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Business Consulting and Services
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1 - 100 Employee
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Council Member
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Dec 2021 - Present
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Member - Business Development Sub-Committee
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Feb 2022 - Present
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Skills Union
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Singapore
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Professional Training and Coaching
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1 - 100 Employee
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Venture Financing Trainer, NTU SGUnited Skills Programme in Digital Entrepreneurship - Batch 2
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Feb 2022 - Mar 2022
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Skills Union
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Singapore
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Professional Training and Coaching
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1 - 100 Employee
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Venture Financing Trainer, NTU SGUnited Skills Programme in Digital Entrepreneurship - Batch 1
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Dec 2021 - Dec 2021
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ACE.SG (Action Community for Entrepreneurship)
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Singapore
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Non-profit Organizations
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1 - 100 Employee
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Speaker / Trainer - Accounting and Finance Sharing
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Oct 2020 - Oct 2020
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Speaker / Trainer - Financial Model and Valuation
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Oct 2020 - Oct 2020
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Olea Private Limited
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Singapore
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Consultant
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Jan 2016 - Dec 2018
Olea is a boutique consulting firm founded in 2011. It is accredited by SPRING Singapore to provide financial advisory services under Innovation and Capability Voucher ("ICV") scheme. Over the years, Olea has served over 30 clients under the ICV scheme. Projects that can be covered under the ICV scheme include: 1. Financial assessment and planning for growth: To assist SMEs chart out and validate their financial needs, in view of their business expansion plans 2. Planning and budgeting: To assist SME structure and implement proper planning and budgeting practices in managing overall financial resources 3. Cash-flow and working capital management: To assist SME identify, assess and address gaps in cash-flow and working capital management Information about ICV voucher: https://www.linkedin.com/pulse/icv-voucher-singapore-smes-sam-lee Show less
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A.P. Moller - Maersk
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Denmark
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Manager, Investments and Strategy
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Jun 2014 - May 2016
APM Terminals is one of the biggest port and terminal operator globally with over 60 container facilities across 34 countries and over 130 Inland Services locations across 49 countries. My role requires me to actively assist in identifying and developing terminal projects within the Asia Pacific region, including investment evaluations for new container and non-container terminals or inland services facilities, as well as major expansions in existing terminals. The role has a primary focus on M&A / PPP projects within South East Asia, with support for projects in other Asia Pacific countries on an as-needed basis. Participated in McKinsey Basic Analyst Training conducted for Maersk In-house Consultants in Kitzbühel, Austria (December 2014) Highlighted transactions and deal experiences available upon request. Show less
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KPMG
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Canada
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Accounting
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700 & Above Employee
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Senior Associate, Mergers and Acquisitions Advisory
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Jun 2012 - Jun 2014
Achieved Double Promotion in 2013 Service Excellence Award 2014 Spent most of his two-year stint at KPMG covering Myanmar M&A deals. Highlighted transactions and deal experience available upon request. Achieved Double Promotion in 2013 Service Excellence Award 2014 Spent most of his two-year stint at KPMG covering Myanmar M&A deals. Highlighted transactions and deal experience available upon request.
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Standard Chartered Bank
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United Kingdom
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Banking
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700 & Above Employee
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Investment Banking Intern
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Jan 2011 - Aug 2011
Supported in the execution and origination of M&A and capital markets transaction in Southeast Asia - Created Singapore Public Takeover slide template and maintained Singapore Privatization Database - Prepared 13 Singapore privatization pitches (including a competing offer for an announced deal), 1 Malaysia privatization pitch and 2 equity raising pitches for Southeast Asian companies Supported in the execution and origination of M&A and capital markets transaction in Southeast Asia - Created Singapore Public Takeover slide template and maintained Singapore Privatization Database - Prepared 13 Singapore privatization pitches (including a competing offer for an announced deal), 1 Malaysia privatization pitch and 2 equity raising pitches for Southeast Asian companies
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KBC Bank & Verzekering
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Belgium
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Financial Services
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700 & Above Employee
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Trade Finance Intern
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Nov 2010 - Dec 2010
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Rothschild & Co
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France
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Financial Services
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700 & Above Employee
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Investment Banking Summer Analyst
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May 2010 - Jul 2010
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Brand Finance
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United Kingdom
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Business Consulting and Services
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100 - 200 Employee
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Intern
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Jan 2010 - May 2010
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Investment Analyst Intern
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Aug 2009 - Dec 2009
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Jasper Offshore
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Oil and Gas
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1 - 100 Employee
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Financial Modelling Consultant
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Jun 2009 - Aug 2009
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Education
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2008 - 2012
Singapore Management University
Bachelor of Business Management, Finance, General -
2004 - 2005
Temasek Junior College
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2000 - 2003
Tanjong Katong Sec
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