With a proven track record at a leading private equity fund and a boutique investment bank, I led teams to execute high-value transactions, demonstrating expertise in private equity analysis and strategic leadership. My analytical rigor and strategic approach have consistently driven value creation, resulting in significant portfolio growth and delivering strong returns for stakeholders.
AUM: Approximately 200 million AUD.
IRR: Over 15%.
As part of a seven-member team managing a 5 billion CNY (~1 billion AUD) private equity fund, I have played a pivotal role in deal sourcing, due diligence, negotiations, and investment execution. Leading a dedicated team of three, I successfully identified and closed nine transactions with a cumulative value exceeding 1 billion CNY (~200 million AUD), achieving a portfolio-wide IRR of over 15%.
My investment focus spans technology-driven companies nationwide, including high-end composite material R&D and manufacturing firms, EV supply chain companies, aerospace component suppliers, and semiconductor manufacturers. This breadth of experience has honed my ability to navigate complex industries and deliver value-driven outcomes for stakeholders.
Designed and executed complex financial structures for transactions involving both publicly listed and private companies. The portfolio of investments spanned a diverse range of entities, including large conglomerates and innovative start-ups.
This role primarily encompassed boutique investment banking services, including but not limited to investment target analysis—comprising both financial and business analysis—debt asset evaluation, and equity asset evaluation across both private and public markets. Additional responsibilities included deal negotiation, due diligence, and strategic transaction execution.
During my tenure, my responsibilities included conducting due diligence and performing in-depth financial analyses for potential acquisition opportunities. I also played an active role in deal negotiations and transaction execution.
Notably, I contributed to the successful acquisition of one of the largest companies in the industry—a landmark transaction that was the biggest of its kind at the time. My involvement spanned the full deal lifecycle, including due diligence, negotiation, closing, and post-transaction organizational restructuring and reform.