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0-5 years of experience
- Conducted potential investor screenings for a specialty finance company looking to raise $130 million of Series B financing.
- Researched and narrowed down list of 300 to 100 firms based on relevant prior investments and firm investment focus.
- Drafted and revised CIM for an $8 million solar industrial technology sell-side advisory deal.
- Performed economic and industry research for a valuation report involving a portfolio of solar assets containing 2.6 GW of cumulative projects with Future Fair Value of $27 million.
0-5 years of experience
- Engaged the whole process of transactions ($2mm-$100mm) analysis and execution from pitching to closing, and directly report to senior managing director
- Developed and maintained complex financial models, and performed valuation analysis by using Discounted Cash Flow, comparable company trading multiples, and precedent transactions
- Drafted and prepared bilingual (English and Chinese) marketing materials including pitch deck, teasers, and investor presentation
- Navigated marketing activities by reaching out to 1000+ VC/PE/HF and lead 5% prospects
- Managed 100 EB-5 investors’ due diligence process, coordinated with US & China operation manager
0-5 years of experience
Perform extensive modelling and valuation analyses, including DCF models and LBO Analyses.
- Conducted valuation report on $16 million swaps deal for a steel company resulting in increase of 40% in corporate net earnings
- Research current trends, news and relevant economic information within the capital markets
- Collaborated on a successful $6million IPO
0-5 years of experience
- Involved in 3 closed deals with more than $ 50 million credit approval
- Supported the U.S. Corporate Banking Team and worked closely with the Head Office throughout entire lending
- Analyzed corporate financial statements and drafted Credit Application Memorandum
- Worked on special projects as needed, such as Merge & Acquisition and Structured Finance
- Prepared periodic credit reviews of these borrowers for the Head Office
0-5 years of experience
- Earned early promotion to Associate due to performance and senior banker recommendation
- Aided in all aspects of more than 30 mergers and acquisitions and private placements, most notably $25M
- Initiated a seminar on private equity and venture capital financing in order to expand company's business
0-5 years of experience
- Originated and structured fund-level debt facilities for private equity funds within the Subscription Finance Group
- Conducted detailed analysis on fund quality and built excel models to determine the borrowing eligibility based on the underlying investor base
- Developed pitching material and actively coordinated with legal counsel to aid deal due diligence
- Created credit memorandums to justify model assumptions and independently worked on deal closing processes after gaining internal credit approval
- 12 deal experiences totaling $5.5BN in debt raised through both bilateral and syndicated transactions
0-5 years of experience
- Drafted and presented target company CIM's in both capital raising and M&A transactions in Tech/Software
- Authored target company "teasers" to acquire investor interest
- Implemented new strategy to compile buy-side investor lists of ~275 firms/day (~175% efficiency increase)
- Composed valuation models based on discounted cash flows, comparable company, & precedent transaction analyses
0-5 years of experience
- Executed financial models and valuation analysis including LBO, DCF and precedent transaction on potential merger and acquisition firms
- Researched environmental trends to provide a robust understanding of the potential market and model assumptions for pipeline deals
- Member of the advisory team of a successful $30 million acquisition transaction deal
- Worked with senior bankers to understand and identify potential synergies and value impact of different business case scenarios
- Provided execution support, researched public filings, market-industry and databases to compile company profiles; prepared pitch books, memorandums, market updates, Public Information Books and PowerPoint presentations for senior bankers and clients
0-5 years of experience
- Evaluated 300+ companies over the past 6 months with 19 clients successfully selected for future partnership and 7 for potential Collaboration.
- Researched clients’ background, main products, market plan, business strategy, financial statement, leadership structure, and profitability to determine the chance of cooperation and potential risks.
- Conducted due diligence such as financial environment and legal investigation and estimated industry concentration, barriers and volume by building financial model in EXCEL and SAS.
- Wrote teaser and prepared Pitchbook for senior advisor to review and led a team to present weekly financial industry trend and my view of predictions of M&A, healthcare,TMT and customer goods.
0-5 years of experience
Executed all public and private market deals functioning in a dual role for Equity Capital Markets (ECM) and Private Capital Markets (PCM). Identified comparable companies, targeted investors, analyzed shareholder structure, searched for IPO candidates and much more.
- Completed 38 equity, preferred and convertible offerings across multiple industries, taking the leading role in 20. Of the 11 IPOs completed since August 2012, 9 priced within or above the filing range and 2 priced below.
- IPOs: Fidelity & Guarantee Life; Hilton Worldwide (largest hotel IPO on record); Extended Stay America; Spirit Realty Capital; Alon USA Partners; CVR Refining; Pinnacle Foods; SeaWorld Entertainment; TriState Capital Holdings; Third Point Reinsurance; and Essent Group.
- Compiled weekly U.S. equity market and Mexican equity market reports, with comprehensive market commentary, equity issuance, fund flows, analysis of economic indicators, relative trading performance, and earnings analysis. Completed a monthly global telecom update (tower and telecom operators) with commentary on U.S. Market, global market and global industry news. Reports sent directly to select Macquarie clients.
- Sole analyst for a Private Capital Markets (PCM) financing for Chromatin, an agriculture company, from initial client engagement through successful financing. Included management presentation to investors, board of directors' presentations, investor Non-Disclosure Agreements, memorandums, tracking investor correspondence, feedback and key compliance documents.
- Identified and structured terms for multiple equity offerings based on market precedents. In addition, targeted long term investors, analyzed company shareholder base, and encouraged stability in price performance.
- Successfully completed cross-border Macquarie Mexican REIT IPO: A $1.0 billion dollar IPO with a domestic tranche in Mexico and international distribution under Rule 144A. Structured to provide strong aftermarket price performance and leverage our global sales team's execution.
- Extensive experience with Bloomberg, Dealogic, CapIQ, Factset, PrivateRaise, Private Placement Letter and VenturesSource. Certifications: Series 63 and Series 79 Securities Licenses.
0-5 years of experience
- Facilitated both sell and buy-side transactions including meeting with clients, obtaining financial info, performing business valuations, and composing marketing packages
- Conducted market research, building financial modeling and providing financial analysis on companies ranging from 1 million to 50 million dollars in gross revenue
- Assisted in the creation of final valuation packages based on surveying comparable companies/firms
6-10 years of experience
- Increased revenue by 50% and volume by 40% Via Pipeline, processing and underwriting Management.
- Mentored and trained staff on sales and operating procedures, proper submission of files for underwriting.
- Review loan files for QC to meet banking compliance regulations, AML,KYC,SAR,BSA,ATR,QM reports.
- Conducted cost/benefit analysis, duplication of benefits & compliance for the NJ Economic Development Authority.
0-5 years of experience
- Built dynamic financial models and utilized Discounted Cash Flow (DCF), comparable companies, liquidity, recovery, and cash flow analysis to assess valuation, debt capacity, and covenant compliance
- Drafted internal and client transaction documentation, including management presentations, term sheets, diligence, and valuation materials
- Assisted with negotiations regarding transaction terms and interfaced with sponsors, attorneys, and other external parties to coordinate and facilitate deal processes
- Analyzed financial statements and evaluated a company’s eligibility for investments and other financial products
- Partnered cross-functionally with underwriting team to manage both internal and external transaction process from client inquiry to engagement, deal negotiations, due diligence, and closing
0-5 years of experience
- Supported the region’s team lead and senior bankers manage $1.2 billion of AUM by assisting with client acquisition and retention
- Assisted clients with investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and the identification of wealth planning opportunities
- Performed financial analysis of credit opportunities and associated risks to identify lending prospects, such as aircraft loans, residential real estate loans, secured lending, and unsecured lending. Additionally, assisted in monitoring market developments to develop appropriate stress tests and other risk analyses on securities and derivatives portfolios
- Analyzed portfolio holdings to determine drivers of performance and identify opportunities for changes in asset allocations or investment vehicles. Ongoing portfolio reviews performed to ensure clients’ investment objectives were in line with their respective Investment Policy Statements
- Provided ongoing account maintenance and compliance procedures. Responsible for maintaining and updating the AML and KYC database to ensure compliance with the Bank Secrecy Act’s Anti-Money Laundering rules. Other related responsibilities included, but were not limited to, helping detect and report suspicious activity, such as money laundering and fraud
- Assisted in the recruitment and mentoring of both full-time and summer analysts for the Latin America region
0-5 years of experience
- Directly supported the Managing Partner in capital raising and financial advisory deals for small-cap and mid-cap companies by performing extensive analysis to identify investing opportunities.
- Evaluated qualitative and quantitative aspects such as strategy, ownership structure and financing needs.
- Created DCF models and utilized financial ratios to examine the distressed situation of the companies.
- Built pitch books utilizing CapIQ, Factset, and Bloomberg and later presented to target companies on operational and strategic tactics to improve performance, ensure positive ROI and create value for both the client and investor.
0-5 years of experience
- Construct detailed scenario-based financial and valuation models, including three statement operating models, discounted cash flow analysis, leveraged buy-out analysis, comparable company analysis and sensitivity analysis
- Prepare marketing material, including pitch books, teasers and information memorandums
- Perform extensive industry research and identify potential investors for senior management and client review
0-5 years of experience
- Performed net working capital, weighted average cost of capital, discounted cash flow valuations on Tesla Corp(TSLA). This was accomplished by analyzing balance sheets, income statements, pro formas, and other financial and accounting statements
- Composed comparable company models of China Motor Corp(TW:2204), Kandi Tech(KNDI), General Motors(GM), Honda Motor Corp(HMC) and Ford Motor Corp(F) consisting of business drivers, revenue breakdowns, competitive landscapes, risk factors, benchmarks, and other financial graphs and charts
- Obtained 10K and 10Q corporate filings from the EDGAR database to accrue relevant information pertaining to the above analysis
- Data and analysis were incorporated into Excel spreadsheets for presentation to the Director
0-5 years of experience
- Lead analyst on more than 15 assignments at a boutique investment bank that specializes in mergers and acquisitions for the investment management and financial technology industry
- Worked as the sole analyst on sell-side and buy-side M&A, capital raises, recapitalization and strategic advisory mandates
- Create financial models and analyses to execute the transaction, including comparable company, comparable transaction, and discounted cash flow analyses, bid structuring and returns analyses, accretion-dilution models, strategic reviews, and operational analyses
- Develop teasers, confidential information memoranda, investor presentations and other materials to assist in the bid process
- Advised Gerstein Fisher, a $3 billion investment manager, on its sale to People's United Bank (Closed)
- Advising a wealth manager on its merger with a privately held investment manager (Ongoing)
- Advising an international fintech firm on its capital raise in conjunction with a buy-side opportunity (Ongoing)
0-5 years of experience
- Researched and collected financial data from databases (Edgar, Capital IQ, Thomson One, One Source, Factiva, ProQuest, etc.)
- Performed enterprise valuation to Foot Locker, Inc. by applying full comparable companies analysis, precedent transactions analysis and discounted cash flow analysis using Excel, used Football Field Chart to visualize the outcome
- Conducted financial due diligence on a $400 million acquisition target company for China Mobile Communications Corporation on its M&A deal in IoT industry, contributed to the writing of pitch books
0-5 years of experience
- Perform valuation analyses using comparable company, precedent transaction, DCF, and LBO methodologies
- Correspond with C-Level Executives to prepare marketing materials for potential buyers and Board of Directors
- Responsible for drafting offering memorandums, term sheets, merger agreements, and management of VDR
- Sell-side advisor to Data Storage company in ~$150mm sale to financial buyer in cross-border transaction
- Lead analyst on ~$75mm Distressed Radiation Oncology Group in potential sale to financial buyer
0-5 years of experience
- Completed 20 Modules rigorous banking training program
- Constructed DCF, Comps and Precedent Transactions valuation models to evaluate portfolio companies
- Participated in conference calls with the manager and team members to update inputs of our valuation
0-5 years of experience
- Conducted in-depth research on the broader healthcare sector including the overall industry overview, competitive landscape and the up to date market intelligence
- Performed valuations by utilizing comparable company analysis, precedent transaction analysis and DCF analysis
- Constructed research papers on investment banking, financial modeling and economic value added
0-5 years of experience
- Conducted extensive industry research on the pharmaceutical and technology sectors laying ground work for potential M&A.
- Created updated reports on companies with micro and small capitalization within the technology sector.
- Studied reports of client businesses in search of barriers to entry and liabilities in their portfolios.
0-5 years of experience
- Worked directly with Partners and Managing Directors on the valuation and execution of buy and sell side deals.
- Built models for various transactions used to determine value or relative value of companies, sectors, and/or assets.
- Created decks to provide a detailed outline of the transaction for clients.
- Completed market research, financial analysis, precedent transaction research, acquisition screening, and other due diligence.
0-5 years of experience
- M&A and strategic advisory experience covering a variety of industry verticals including: industrials, media, and consumer
- Created pitchbook and analysis at various prices for thermal coal company’s potential acquisition targets
- Analyzed $10 billion specialty chemical manufacturing company through precedent transaction analysis
- Conducted due diligence on divestitures in $500 million - $3 billion range in commodity chemicals sub-sector
- Create investor profiles detailing past campaigns and outcomes of noted activists within shareholder base
- Benchmark company against broader media industry comparables to determine trading relative to competitors
- Construct operating model incorporating various revenue and expense assumptions
- Build DCF model to analyze company’s intrinsic value
- Perform comprehensive financial analysis to evaluate transaction, including: full three statement model, analysis at various prices, accretion dilution
- Create management presentations with financial outputs and transaction considerations
0-5 years of experience
- Reviewed the mortgage referral and loan documents to prepare file for publication.
- Coordinated with newspaper to establish the first legal date.
- Prepared the publication notice.
- Reviewed the publication notice prepared by other publicists with accuracy.
- Scheduled the foreclosure sale date.
- Prepared the notice of sale to applicable parties
- Conducted Bankruptcy and Department of Defense searches to ensure that borrowers were not in active bankruptcy or active military service.
- Prepared Special Warranty Deeds.
0-5 years of experience
- Support a portfolio consisting of 39 Technology, Services, and REIT clients.
- Liaise across many groups within the bank, both domestically and internationally, for ad hoc projects and presentations for clients.
- Responsible for researching and prospecting future target clients within the portfolio.
- Forecast revenue and expense numbers of each client multiple times per year.
- Assist in the handling and collecting of documents related to KYC duties.
0-5 years of experience
Provide Customer Support for Correspondent Banks.
- Research Correspondent Banks customer issues insuring timely resolutions
- Manage the invoice process for all Correspondent Banks which includes processing payments, insure offsetting entries are correctly applied to the clients account and analysis statements
- Reconcile daily cash letter confirmations to ensure all Correspondent Bank files have been received
- Assist the Correspondent Sales team with weekly reports of Correspondent Banks invoice and ECR tracking.
- Act as a Liaison between the BSA Department and Correspondent clients to insure any potential wire transfer OFAC compliance issues are resolved.
- Monitor the Correspondent Operations Inbox and process request received throughout the day
0-5 years of experience
- Perform analysis of daily and non-daily treasury activities
- Works with institutions to ensure accuracy in financial reporting
- Process checks to prepare banking deposits
- Prepare and reconcile nine accounts for month-end closing
- Prepare and post monthly journal entries to the general ledger
- Monitor, initiate, and authorize ACH payments, account and wire transfers
- Balance the daily funding for Corporate, Get Go, and Pharmacy store locations
0-5 years of experience
- Closed 2 deals and working on 1 buy-side and 2 sell-side M&A transactions in the financial technology sector
- Engage in all transaction stages from deal origination through to close, interacting directly with senior
- Prepare marketing materials, including pitch books, investment memoranda, management presentations, and other
- Perform valuation analyses, including DCF, trading comparables, and precedent comparables
- Support business development by participating in meetings with new and prospective clients, publishing quarterly
- Sale of claims admin provider Systema to Insurity, a portfolio company of TA Associates and General Atlantic
- Sale of real-time risk and portfolio management software company TFG Financial Systems to Numerix
- $85M buy-side advising a publicly-traded company spun out of GE on its acquisition of a claims solution provider
- $60M sale of an underwriting workflow software and property inspection services company
- $52M sale of a leading provider of marketing, rating, and insurance management software and services
0-5 years of experience
- Support a team of senior bankers in the origination and execution of investment banking transactions including mergers, acquisitions, and debt/equity capital raising
- Responsible for actively identifying, analyzing, and sourcing M&A Engagements in the Technology, IT, Healthcare, and Professional Services Sectors
- Construct Excel financial models and research peer group transactions for valuation purposes
- Conduct sector research to create Sectorwatches - a review of M&A and operation trends in various industries
0-5 years of experience
- Analyst within the PLA (Portfolio Loan Account) disbursements team
- Responsible for initiation, documentation, and regulatory review in disbursement process
- Work in tandem with high net worth lending team to verify regulatory & credit approvals
- Execute daily quality control tasks for auditing purposes
0-5 years of experience
- The largest security company in Taiwan
- Prepare, compile and analyze financial statements used for forecasting and decision making
- Present weekly to senior managements results of free cash flow valuation
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