Allan Leung
Verified Expert in Finance
Finance Expert
Hong Kong, Hong Kong
Toptal member since December 28, 2017
Allan served as an investment banker for more than $300 million of transactions and as a CFO with experience executing financial, operation, and reporting processes. Allan empowers his clients to realize their visions by providing tactical and hands-on input on business development, fundraising, and M&A.
Career Highlights
Education Highlights
Case Studies
DCF Sensitivity Analysis
Confidential Information Memorandum
Our Winning Formula
EBITDA Bridge
Market Analysis
Competitive Advantage
Expertise
- Business Development
- CFO
- Corporate Finance
- Financial Modeling
- Fundraising
- Mergers & Acquisitions (M&A)
- Pitch Books
- Pitch Decks
Work Experience
Founder and CEO
Marinas Bio
- Built a founding team of veterinary and fish cell research experts in obtaining cultivated meat regulatory approvals and the seafood industry.
- Raised undisclosed funds for using biotechnology to cultivate caviar and roe for climate action, conservation, and animal welfare in a $2.4-billion market.
- Was responsible for investor outreach, including documentation, lead generation, and transaction execution.
Director
Mount Vantage
- Originated retained revenue streams from various corporates and family offices on business development, fundraising, and M&A projects. Raised tens of millions of dollars for several clients in spin-off transactions, private investments, and more.
- Identified potential investors, negotiated fundraising documentation, and prepared narratives for investor relations. Developed interests and competitive tension from strategic investors and financial sponsors.
- Prepared information memoranda, presentations, three-statement financial models, scenarios, and sensitivity analyses. Led due diligence, valuation negotiation, and drafting of share purchase or subscription agreements and shareholder agreements.
- Raised circa $15 million from the sale of 6.5% of a major food exporter to Mitsubishi.
- Raised circa $25 million for a food exporter from private investors in a spin-off transaction.
- Raised circa $13 million from the sale of 35% of a food exporter to private investors.
- Raised an undisclosed sum from the sale of 100% of a food importer in a series of transactions.
- Acted as the CFO and handled fundraising initiatives for technology, the Internet of things (IoT), logistics, and acquisition companies.
Interim CFO
Avant Meats
- Raised c. US$3.1m round, attracted first seafood and China investors and created competitive tension.
- Established and managed investor relationships, prepared presentations, Q&A, and transaction documentation.
- Prepared budget, CAPEX, forecast and sensitivity analysis based on various bioprocess and financial metrics.
- Managed stakeholder relationships, international expansion, and corporate restructuring matters.
- Structured and edited a wide range of investment documentation and strategic collaboration agreements.
Executive and Advisor
Binnacle Capital
- Licensed by the Securities and Futures Commission for Type 1 (dealing in securities) and Type 6 (advising on corporate finance) regulated activities.
Interim CFO
Hoi On Security
- Managed the overall finances, namely marketing, tender, quotation, and negotiation for businesses, leading to approx. USD $2.0 million in sales.
- Collected approx. USD $0.5 million of the overdue receivable by litigation and other means.
- Created standardized employment documentation and spearheaded a standardized operation procedure at HQ and over 30 other locations, leading to approx. USD $0.2 million savings in employment-related claims and insurance premiums.
- Streamlined the management structure and engineered digitalization and automation systems to reduce 40% of full-time admin headcount and circa USD $0.1 million of the annual management cost.
- Provided training to admin and operating staff and resolved six years of outstanding tax matters.
Interim CFO
Little Paris Arts
- Owned all non-educational parts of the business, including marketing, operation, and recruitment.
- Generated approx. 10x cash return from the initial investment in less than one year.
- Executed online marketing campaigns resulting in over 400 customers.
Senior Associate
BDA Partners
- Originated and executed a wide range of consumer and food production mandates leading to over USD $10 million revenue.
- Prepared documentation and financial models, identified and originated investment offers, managed due diligence, led negotiation on valuation and transaction terms, and coordinated the execution of definitive documentation.
- Raised circa USD $30 million from the sale of 100% of an animal nutrition company to Aboitiz in a spin-off transaction.
- Raised circa USD $42 million for a newly established JV invested by Standard Chartered Private Equity and an electronics import-export company which injected a 60-store electronic retailer into the JV.
- Raised circa USD $90 million from the sale of 36% of a crop chemicals/rice company engaged in manufacturing, import and export to Standard Chartered Private Equity.
- Raised circa USD $96 million from the sale of 40% of a major animal nutrition company by Prudential to Masan.
Analyst
DBS
- Contributed to the joint sponsorship, global coordination, and bookrunning of the USD $148 million IPO of Hongguo on the main board of the Stock Exchange of Hong Kong and Rule 144A/Regulation S Global Offering.
Analyst
Polarwide
- Advised China National Chemical Corporation (ChemChina) on its global acquisition strategy.
Intern Analyst | Metals and Mining
Rothschild
- Advised UC Rusal, Russia’s largest aluminum company, on the restructuring of its USD $17 billion of debt from more than ten banks.
- Counseled Rio Tinto (LSE: RIO; ASX: RIO) on its defense from BHP Billiton’s (LSE: BLT; ASX: BHP) USD $147 billion hostile offer, the largest hostile merger in corporate history.
Risk Analyst
UBS Wealth Management
- Compiled various risk reports using Excel VBA.
- Presented major transaction errors to desk and risk department heads.
- Conducted investigations and suggested preventative measures.
- Coordinated with legal, compliance, anti-money laundering, and other desks concerning operational risk matters.
Education
Progress Toward an Executive MBA in Business Administration
University of Chicago - Chicago, IL, USA
Bachelor of Science Degree in Biochemistry with a Minor in Social Sciences
Hong Kong University of Science and Technology - Clear Water Bay Peninsula, New Territories, Hong Kong
Exchange Program in Biology
University of Waterloo - Waterloo, Ontario, Canada
Skills
Finance
Financial Modeling, Mergers & Acquisitions (M&A), CFO, Fundraising, M&A (Sell-side), Equity Research, Revenue & Expense Projections, Three-statement Modeling, Due Diligence, Leveraged Buyout Modeling, Seed Fundraising, Trade Finance, Startup Funding, Private Equity, Market Research, Venture Funding, Equity Research Analysis, Stock Trading, Financial Restructuring, Risk, Forecasting, M&A (Buy-side), Debt Structuring, Debt Raises, Financial Planning & Analysis (FP&A), Valuation, Corporate Finance, Project Finance
Output Software
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Data & Analysis Software
Capital IQ, Bloomberg, Thomson Reuters
Industry Expertise
Food Production, Chemicals, Consumer Products, Agriculture, Capital Markets, Professional Services, Building Materials, Agribusiness, Food, Ecology, Nutraceuticals, Technology, Public Companies, Renewable Energy, Confidential Information Memorandum (CIM), Real Estate, Financial Services, Venture Capital, Water Industry
Geographic Expertise
China, Hong Kong, Asia, Southeast Asia, Vietnam, United Kingdom, United States
Other
Financial Analysis, Pitch Decks, Business Development, Pitch Books, Business Strategy, Business Analysis, Business Planning, Interim Management, Restructuring, Leveraged Finance, Leveraged Buyout (LBO), Market Research & Analysis, B2B Sales Pipeline, Data Analytics, Database Research, Databases, Alternative Investments, Business Processes, Family Office, Financing, High Net Worth Individuals (HNWI), Limited Partnerships, Deal Structuring, Research, Social Impact, Stock Analysis, Stock Market, Finance, Virtual CFO, Commercialization, Sponsorship, Coordination, Sales Pipelines, Strategy, Excel VBA, Excel Macros, Foodtech, Spinoffs, Business Models, Internet of Things (IoT), Managed Services, Business Services, Manufacturing, Investment Banking, Startups, Business Plan Consulting, Investments, Social Sciences, Biology, Business Administration
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