Kathy Lai, Finance Expert in Chicago, IL, United States
Kathy Lai

Finance Expert in Chicago, IL, United States

Member since December 3, 2016
Prior to freelancing, Kathy was a director at a middle market investment bank where she spent six years advising companies on M&A transactions. Her responsibilities included preparing companies for sale, drafting investor materials, conducting financial analyses, contacting potential acquirers, facilitating due diligence, and negotiating deal terms. Kathy became a freelancer to obtain greater flexibility and work-life balance.
Kathy is now available for hire

Career Highlights


Case studies

Industry Expertise

  • Automotive
  • Manufacturing

Software Expertise

Other Expertise


  • Director

    2011 - 2017
    Lincoln International LLC
    • Executed 12 sell-side assignments for privately owned and private equity-held companies spanning the industrial, automotive, electronics, and consumer-end markets.
    • Built complex and dynamic financial projections and valuation models to help sell-side and buy-side clients evaluate various financial scenarios and cases.
    • Drafted marketing materials for sell-side clients including teasers, confidential information memorandums and management presentations—to enable potential acquirers to assess the opportunity.
    • Negotiated initial offers, final offers and transaction documents—including valuation and key contract terms—with multiple counterparties.
    • Facilitated extensive business and transaction due diligence for sell-side clients—including synthesizing company data, leading diligence calls/meetings, and organizing virtual data rooms.
    • Managed multiple cross-office and cross-border deal teams each comprised of 2-4 junior bankers and served as a formal mentor to 10+ junior bankers.
    Focus areas: Valuation, Financial Modeling, Mergers & Acquisitions (M&A)
  • Summer Associate

    2009 - 2009
    The Blackstone Group
    • Evaluated, structured, and negotiated financial and strategic alternatives for 3 distressed company clients.
    • Built dynamic financial models and 13-week cash flow models to assess restructuring solutions.
    Focus areas: Valuation, Financial Modeling, Restructuring
  • Associate

    2004 - 2008
    JPMorgan Chase & Co.
    • Closed 10 transactions totaling $130 million in mezzanine debt and private equity investments.
    • Evaluated potential mezzanine debt and private equity investment opportunities.
    • Presented opportunities to investment committee for approval.
    • Conducted business due diligence on potential acquisition targets.
    • Developed detailed financial projections and valuation models.
    • Negotiated transaction terms and documentation.
    Focus areas: Valuation, Financial Modeling, Private Equity, Debt, Mezzanine


  • Master's in Business Administration (MBA) in Finance; Entrepreneurship
    2008 - 2010
    The Kellogg School of Management - Evanston, IL, USA
  • Bachelor's degree in Mathematical Methods in the Social Sciences; Economics
    2000 - 2004
    Northwestern University - Evanston, IL, USA

To view more profiles

Join Toptal
Share it with others