• Responsible for originating deals; 4 sell-side deals personally originated since I joined the firm
• Ran the process as senior banker on all deals with one junior resource per deal
• Trained junior bankers through deals in new industries
• Assisted with diligence and process of fund acquisition opportunities
• Board advisor to 2 companies in the TMT space

• Drove the sell-side M&A process for Cyber Security companies (Full sale, capital raise, and dual track)
• Trusted strategic advisor to our clients consisting of founders and/or board members, working closely with C-level executives throughout the process
• Advised on 3 sell-side deals, managing a team of 2 Associates and 4 Analysts (See following page for notable transactions)
• Headed up new business development efforts, creating solid relationships and a network within a short period of time leading to the signing of a new client and several other strong pipeline opportunities
• Lead the production of in-depth Cyber Security research reports Cyber Security Deal Experience: Application, Cloud, and EDR security, and Human Risk Management

• Ran the marketing and execution of sell-side M&A deals for middle market companies with a focus in the enterprise software, consumer software, and digital advertising agency space
• Advised on 5 sell-side deals
• Advised C-level executives on strategy on marketing and selling the company, terms and timing of the transaction, and transaction negotiations
• Contributed to sourcing process, bringing M&A opportunities from developed relationships Software Deal Experience: HCM enterprise and consumer, BPA enterprise, consumer gaming, digital advertising agency
Previous Experience:

• Worked on 8 sell-side M&A deals and 2 debt financings; managed team of 1 Associate and 4 analysts. Promoted to Vice President in 2.5 years due to performance and senior banker recommendations.
• Front and center of all deals that the team worked on. Collaborated directly with management teams of client companies to build client presentations, bottoms-up operating models
• Sole proxy between directors and MDs and the junior resources. Primary manager and trainer of junior bankers
Software Deal Focus: Marketing tech, fundraising for charitable foundations, autonomous driving, fintech etc.

• Led and managed projects while working closely with C-level management of client companies
• Built complex financial models (LBO, DCF, operating models, FP&A etc.) for clients on mission critical projects such as a transaction
• Executed transaction due diligence for companies in different industries
• Created pitch books and valuation reports that include deep-dive research, critical charts and metrics, and financial analytics for potential investors
Previous International Internships: Debt capital IB at Standard Chartered (Singapore, 2013), Analyst at Citibank (Singapore 2012), Analyst at Clarendon (PE fund in Singapore, 2011)