Management advisory and M&A (Buy & Sell sides) for family office with assets and companies in US and overseas. Quantitative analytical support towards the assembly of capital (buy-side M&A) with management firm.

• Advised CEOs, Partners, Principals, and HNW individual on 5 projects, including M&A (buy/sell side), valuations, pipeline generation for investor outreach and pitchbooks.
• Management advisory - provide corporate restructuring, strategic management planning and due diligence support.
• Capital raising - lead relationship with clients, investment bankers, and other related parties when needs to raise capital are expected, or strategic discussion (M&A and LBO’s) are required.
• Valuation - deliver valuations for mergers and acquisitions, leverage buyouts and divestitures.
• Financial Modeling - produce models for optimizations and operational performance reporting.

Led end-to-end deal processes, including market research, financial modeling, deal structuring, due diligence, negotiations. Developed a robust pipeline of investment opportunities. Partnered with cross-functional teams on post-transaction integration & value realization.
• Led analytics for $1B+ LBO acquisition of public company, working jointly with investment bankers, management consortium and related parties (private equity and family offices). Delivered well-received recommendations.
• Identified and valued a game-changing technology that led to its acquisition, following competitive analysis.
• Succeeded in raising tens of millions of dollars in capital based on corporate development strategy and pipeline. Conducted investor outreach, in partnership with bankers.

Hired to 1) Vet roughly 30 projects and shepherd selected projects through the deal process (80% of role) and 2) assess two troubled manufacturing plants.

• Successfully vetted projects, recommending two acquisitions; recommendations were well received.
• Led end-to-end deal process for two acquisitions totaling $110M, in partnership with VP of Corporate Development; sourcing, financial modeling, due diligence, debt restructuring and negotiations. Deals closed successfully.
• Concluded two JVs, one in China, the other in Germany, totaling $90M total invested capital; oversaw end to end process, including analytics, modeling, and deal negotiation.
• Delivered recommendations on turning around manufacturing plant that were accepted; oversaw implementation, resulting in substantial increase to bottom line.

Responsible for end-to-end corporate development: M&A, tenders, JVs, new market entries; lead all research. 

• Led team in sourcing through closing 12 deals, with individual deals ranging from $5m to $45m.
• Delivered on mandate to rapidly grow the business; grew 5X via acquisitions and competitive entry.
• Identified and modeled strategy that was accepted and implemented; model predicted perfectly the medium to long-term revenue gains that would accrue after initial losses.
• Increased footprint in 3 countries, Canada, Brazil, and Argentina; broke into two regional monopolies.
• Asked by another Maersk division to advise on fleet deployment in Americas based on track record gaining traction in seemingly closed markets.
• Led commercial integration strategy with the parent company for two acquisitions in Brazil and Argentina.
• Built productive relationships with internal stakeholders, which ensured acquisition buy-in and smooth integration, e.g., Operations, Finance, Legal, and HR.

Asked to take on additional responsibilities within three months based on initial achievements. Responsible for producing quarterly revenue forecasts, cost of sales and ad-hoc analysis, along with compensation actions for Latin America
• Took initiative to automate all revenue forecast process from manual spreadsheets (5 Billion revenue/Year), within the first 3 months in the role; reduced process time by two thirds.
• Delivered quarterly business review that was presented directly to the C level.

Sr. Financial Analyst – WW Financial Operations
Conducted post-merger valuation, risk management & deployment support tasks. Identified overvalued contracts by controllership during merger activities, resulting in a proper revaluation.
Business Analyst – Latin America
Develop statistical reports to forecast, analyze and track HPs business effectiveness.
• Reduced marketing spend by 20% while maintaining performance, via recommendations from statistical analysis.
• Received award for developing operational review templates that improved productivity.