Allan Leung, Finance Expert in Hong Kong, Hong Kong
Allan Leung

Finance Expert in Hong Kong, Hong Kong

Member since December 22, 2017
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.
Allan is now available for hire

Career Highlights

Education

Expertise

Employment

  • Director

    2015 - PRESENT
    Mount-Vantage.com
    • 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)
  • Interim CFO

    2020 - 2021
    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.
    Focus areas: Commercialization, Mergers & Acquisitions (M&A), Fundraising
  • Executive and Advisor

    2018 - 2019
    Binnacle Capital
    • 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
  • Interim CFO

    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
  • Interim 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
  • Senior Associate

    2011 - 2015
    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.
    Focus areas: Fundraising, Mergers & Acquisitions (M&A)
  • Analyst

    2011 - 2011
    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.
    Focus areas: Coordination, Sponsorship
  • Analyst

    2009 - 2011
    Polarwide
    • Advised China National Chemical Corporation (ChemChina) on its global acquisition strategy.
    Focus areas: Mergers & Acquisitions (M&A)
  • Intern Analyst | Metals and Mining

    2008 - 2009
    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.
    Focus areas: Financial Restructuring, Mergers & Acquisitions (M&A)
  • Risk Analyst

    2008 - 2008
    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.
    Focus areas: Risk, Excel Macros, Excel VBA

Education

  • Progress toward an Executive MBA in Business Administration
    2019 - 2021
    University of Chicago - Chicago, IL
  • Bachelor of Science degree in Biochemistry with a minor in Social Sciences
    2004 - 2007
    Hong Kong University of Science and Technology - Hong Kong
  • Exchange Program in Biology
    2005 - 2006
    University of Waterloo - Canada

To view more profiles

Join Toptal
Share it with others