Experience

Hongkong Shentou Holding Ltd.

• China
• Banking
• 1 - 100 Employee

• Senior Associate

  • Mar 2023 - Present

  Shentou Capital is a boutique investment bank focusing on M&A transactions between Europe and Asia in the fields of Automotive, Renewable energy and Healthcare. Ms. Lu is responsible for the transaction consulting in the Renewable energy and Healthcare industries, and her cases include:• The acquisition of Ontec Automation (Germany) by Lead Intelligent Equipment (300450. SZ)， the global #1 Li-ion battery equipment manufacturer• The advisor of a well-known European analog/mixed-signal specialty foundry group for market sounding for strategic cooperation in China• Ongoing carve-out project for world-leading starter & alternator company申投投资是一家专注于中国和欧洲跨境并购投资交易的精品投行。卢怡女士主要负责新能源和医疗行业的跨境交易咨询，深度参与的案例包括：• 协助锂电设备龙头企业先导智能（300450.SZ）收购德国Ontec Automotive GmbH，成为首个在欧洲成立技术中心的锂电设备公司；• 协助全球知名模拟/混合信号特殊工艺晶圆厂在华寻找战略合作方，与各地政府洽谈落地方案；• 协助全球知名汽车电机公司和汽车零部件供应商剥离资产； Show less

• Associate

  • May 2021 - Mar 2023



Country Garden Venture Capital 碧桂园创投

• Shenzhen, Guangdong, China

• Private Equity Analyst Intern

  • Dec 2020 - Apr 2021

  • Performed various research on Logistics, Supply Chain, Internet and Consumer product/services industries, summarized investment strategies, formed multiple industry and corporate in-depth research reports (~150 pages slides) • Participated in various live deals, amounting to USD 120M; Performed financial modeling, summarized deal highlights and investment risks from various dimensions, formed investment reports for potential targets • Participated in the series A and A+ investment of DIDI Freight, including site visit, first hand material collection during management interviews, evaluated the investment scheme, prospect of the industry and the rationality of the terms and valuation • 协助研究物流供应链及互联网消费等赛道，绘制行业图谱，撰写行研、公司研究报告（共约150页）；协助评估潜在投资项目，搭建财务模型、分析投资亮点及风险，撰写投资价值分析报告；收集整理行业数据，梳理行业大事的影响链路，撰写并汇报行业周报； • 参与滴滴货运A轮及A+轮投资项目，进行项目实地走访、管理层访谈收集一手信息及数据，重点关注投资方案、投资条款、行业发展空间、估值合理性、收益测算等； • 参与某互联网巨头的老股交易项目，收集公司营收数据，分析公司基本面、业务增速、估值合理性及退出可行性等； • 撰写社区团购行业研究报告、美团深度研究报告，从行业规模趋势、竞争格局、公司自身商业模式、业务拆分研究及财务测算等全方位评估得出投资建议。 Show less



Futuro-Grupo Imobiliaria Holdings Limited

• Hong Kong SAR

• Investment analyst intern

  • Jul 2020 - Oct 2020

  https://www.fgi-holdings.com/ • Involved in the fund-raising stage, including preparation of pitch books, presentations, and financing contracts draw-up • Assisted in deal sourcing process, conducted due diligence work and financial modeling to oversea acquired targets • Undertook post-investment asset management by coordinating with overseas professional entities for the design and construction quality control of acquired projects • Participated in internal sales progress, including brochure production, buyer outreach, and relationship maintenance with external sales channels. • 参与集团融资工作，起草及拟订可转债投资合同，梳理集团投资资产组合，撰写项目推荐材料并协助集团合伙人向潜在投资人路演； • 协助团队完成收购葡萄牙里斯本的投资标的，对并购目标进行尽职调查、财务模型搭建、收益测算及建筑改造风险评估等； • 负责项目投后管理工作，与内地、香港及欧洲多家专业建筑设计及施工机构对接，组织施工招投标工作，把控公司已收购房地产项目的设计改造方案及施工质量； • 参与组织优化内部销售流程，配合集团销售部门协调与外部销售渠道的对接工作。 Show less



Stan Group (Holdings) Limited

• Hong Kong
• Real Estate
• 1 - 100 Employee

• MBA Consultant

  • Mar 2020 - Jun 2020

  • Conducted global market research and a few specific case studies on the PropTech sector • Explored feasible PropTech application and solution (such as AIoT digital twins, Blockchain contract, Big data analysis) for the technological upgrade of stan group's properties • Conducted global market research and a few specific case studies on the PropTech sector • Explored feasible PropTech application and solution (such as AIoT digital twins, Blockchain contract, Big data analysis) for the technological upgrade of stan group's properties



ZHUBO DESIGN

• China
• Architecture and Planning
• 1 - 100 Employee

• Architect

  • Jul 2015 - Mar 2017

  Z.Studio | 冯果川建筑工作室 • Participated in various commercial complex projects and high-tech parks in numerous cities across China; Worked on over 200,000 square meter areas of a building project, and up to 1,700,000 square meters of an urban design project. • Developed the commercial products and revenue model according to the age of children to fulfill the business need, based on the research conducted in various shopping malls in China and the major cities of the world. • Innovated the mini type of residential housing with 20 square meters and planned the high-value properties in terms of self-sustaining systems, assisting our team to win various projects with contracts of 10 million dollars. Show less