Allan served as an investment banker for more than USD $300 million of transactions and as a CFO with experience in 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.
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 USD $15 million from the sale of 6.5% of a major food exporter to Mitsubishi.
Raised circa USD $25 million for a food exporter from private investors in a spin-off transaction.
Raised circa USD $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, internet of things (IoT), logistics, and acquisition companies.
Focus areas: Business Development, Fundraising, Mergers & Acquisitions (M&A)
2020 - 2021
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.
Licensed by the Securities and Futures Commission for Type 1 (dealing in securities) and Type 6 (advising on corporate finance) regulated activities.
Focus areas: Corporate Finance
2016 - 2018
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.
Focus areas: Business Development, CFO
2015 - 2018
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.
Focus areas: Business Development, CFO
2011 - 2015
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.
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.
Focus areas: Coordination, Sponsorship
2009 - 2011
Advised China National Chemical Corporation (ChemChina) on its global acquisition strategy.
Focus areas: Mergers & Acquisitions (M&A)
Intern Analyst | Metals and Mining
2008 - 2009
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.