Years of Experience
Member Since
Experience
• Modelled carve-out ( asset sale and stock sale) and acquisition scenarios for mega-deals (>USD1bn) using DCF, multiples and sum-of-the-part analysis
• Conducted performance monitoring of all Novartis non-controlling investments in companies and funds for the board of directors, through IRR, COC valuation
• Assisted finance director reviewed up to 10 deals for deal committee, conducted DCF Valuation for 2 US$200 million license in/out pharmaceutical investments
Financial consultant to Founder’s family (Pre-Novartis onboarding short-term project)
• Assisted in its IPO on the new third board; Arranged undergoing pre-IPO financing rounds with PE with ticket size of RMB 50-200million
• Assisted in outlying founder family’s family office, assisted in incubating family office’s tech project; Assessed asset disposal opportunities
A leading mid-cap private equity group in Europe with EUR 25 billion in raised capital
Financial modelling and investor management
• Assisted deal team in constructing LBO and M&A models for co-investment and exit on portfolio companies:
- Valued portfolio companies with DCF, trading & transaction multiples and estimated MoM and IRR quarterly
- Benchmarked companies on profitability, cash flow, covenants and capital structure ratios
M&A and capital raising
• Managed a sell-side mandate for Scirocco; closed the deal in record time of 3 months by focusing on buyers with the greatest synergy potential; Interfaced with auditors in financial due-diligence
• Organized 3 rounds of equity and convertible debt financing for Zebor Technology and Scirocco, with average financing cheque size of SEK 5 million
• Prepared 100+ RFP presentations for 30+ clients, such as China Mobile and State Grid, and coordinated functional teams to complete client deliverables within given deadlines
• Built relationships with client executives and government stakeholders in Washington D.C. and Beijing during marketing and execution processes for government projects
• Led a team of 5 to reduce research workload by 80%; project was accepted as best practice