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Andy Li

Andy Li

New York, NY, United States
Member since April 10, 2019
Andy is a seasoned finance executive who has completed over $50 billion of venture capital, private equity, and M&A transactions for leading Wall Street firms (KKR and Centerview). He has worked on landmark transactions in the consumer, TMT, and healthcare sectors such as News Corp's spin-off of Fox. He is passionate about helping clients achieve their full potential and enjoys freelancing on fundraising, M&A, and corporate finance projects.
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Career Highlights
Education
Industry Expertise
  • Consumer Products
  • Healthcare
  • Hotels & Lodging
  • Industrials
Other Expertise
  • Corporate Finance
  • Investment Analysis
  • Mergers & Acquisitions (M&A)
  • Strategic Planning & Execution
Employment
  • Interim CFO
    2019 - PRESENT
    Fixt
    • Led all finance-related functions for Fixt, a leading SaaS provider of device repair services to enterprise customers.
    • Created annual and long-term board-approved budgets and forecasts.
    • Oversaw the M&A, equity fundraising, and debt financing activities.
    • Worked closely with key functional leaders to create and maintain accurate accounts of key operating metrics that drove business performance.
    • Managed the equity option program, and was responsible for the equity capitalization table.
    Focus areas: Financial Planning & Analysis (FP&A)
  • Investor
    2015 - 2019
    Cider Mill Investments
    • Led investment research efforts in the industrial, healthcare, real estate and hospitality verticals.
    • Built detailed financial models, spoke to management teams, channel partners, and competitors to conduct deep bottoms-up research for a $250 million investment portfolio.
    • Held direct P&L responsibility for $100 million of investments.
    • Invested in companies such as Hilton Worldwide, D.R. Horton, United Healthcare, Berry Global, and Apollo Global Management.
    Focus areas: Equity Research, Financial Planning & Analysis (FP&A), Financial Modeling, Value Investing, Investment Thesis
  • Private Equity Investor
    2013 - 2015
    KKR
    • Evaluated new investment opportunities and managed portfolio company performance in the consumer and business services sectors.
    • Led all aspects of the investment process, including discussions with management, building detailed operating and return models, presenting investment thesis to investment committees, managing accounting, tax, and legal workstreams, and facilitating the financing process.
    • Actively worked with CEOs and CFOs of portfolio companies to address operational opportunities, and challenges.
    • Built, and maintained transaction models, prepared internal investment committee memorandums, and drafted marketing documents on the $1.6 billion leveraged buyouts of the Brickman Group.
    • Prepared board presentation materials and led reverse due diligence on the $5.3 billion sale of Big Heart Pet Brands to Smuckers.
    Focus areas: Value Investing, Financial Modeling, Debt Structuring, Investment Thesis
  • Mergers and Acquisitions Analyst
    2010 - 2013
    Centerview Partners
    • Worked on advisory projects across buy-side and sell-side M&A, spin-offs, joint ventures, and activist shareholder situations.
    • Led key workstreams such as merger modeling, drafting of confidential information memorandum, and buy-side due diligence.
    • Built the transaction model of 21st Century Fox on its separation from News Corporation.
    • Conducted industry diligence, prepared board materials, and led M&A modeling for ConAgra Foods on several acquisitions, and divestitures.
    • Advised DreamWorks Animation on the formation of its China JV.
    Focus areas: Mergers & Acquisitions (M&A), Finance Strategy
Education
  • Bachelor's degree in Applied Economics and Management
    2006 - 2010
    Cornell University - Ithaca, New York

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