Matthew Lo, Finance Expert in New York, NY, United States
Matthew Lo

Finance Expert in New York, NY, United States

Member since July 13, 2020
An MIT and UPenn alumnus, Matthew has 15 years of experience at top finance firms and startups (Credit Suisse, Morgan Stanley Capital Partners, etc.), working on over $10 billion of capital-raising, M&A, and investment projects. He has worked with clients such as PE firms KKR and The Carlyle Group and worked at three startups, including a unicorn funded by Softbank. He is currently working on a new startup and is always eager to help fellow entrepreneurs and small business owners.
Matthew is now available for hire

Career Highlights

Education

Industry Expertise

  • Investment Banking
  • Venture Capital & Private Equity
  • Insurance
  • Financial Modeling
  • Startups
  • Engineering

Employment

  • Part-time Instructor

    2020 - PRESENT
    Wall Street Prep
    • Taught undergraduates, MBA students, and working professionals financial modeling and valuation skills at the largest financial modeling training firm in the United States. Clients included Wharton, Harvard Business School, Princeton, etc.
    • Assisted with updating and revising a guide to investment banking and financial service industry interviews.
    • Prepared content for an online certification program covering financial modeling and valuation.
    Focus areas: Financial Modeling, Three Statement Operating Model, Leveraged Buyout Modeling, Private Equity, Valuation, Comparable Company Analysis, Transaction Comparables, Excel Expert
  • Founder

    2019 - PRESENT
    The Emperor Card Group
    • Founded a travel startup helping tourists have fantastic trips.
    • Researched and created the business model and company strategy.
    • Built financial models to project needed funds, profitability, and valuation.
    • Created marketing materials for investors and partners.
    • Pitched potential employees, partners, and investors.
    Focus areas: Fundraising, Financial Modeling, Pitch Decks, Financial Forecasting, Financial Planning & Analysis (FP&A), Venture Capital, Startups, Interim CFO
  • Business Development & Head of Research, Business Strategy

    2018 - 2019
    HI Inc. (formerly Tink Labs)
    • Served as a member of the leadership team of a unicorn travel technology startup with 600 employees, funded by Softbank.
    • Sourced and negotiated with potential partners and customers, and assisted with fundraising.
    • Provided research and analysis on the travel industry and potential new products and business lines.
    Focus areas: Financial Forecasting, Fundraising, Pitch Decks, Financial Planning & Analysis (FP&A), Venture Capital, Startups
  • Executive Director - TMT Investments

    2016 - 2018
    HNA Group (International) Company Limited
    • Served as a senior investment professional responsible for sourcing, analyzing, and executing cross-border investments focusing on the technology, tourism, and financial services industries.
    • Reported directly to HNA chief investment officer and prepared investment reports for the group chairmen and CEO.
    • Completed US$1.6 billion acquisition of the world’s second-largest airline catering company. (Gategroup (Switzerland)).
    • Sourced Series B investment opportunity. (Hotel Management Software Company (US)).
    • Submitted approx. US$1.0 billion bid for the company. (Automated Storage Solutions Company (Switzerland)).
    Focus areas: Financial Modeling, Investments, Venture Capital, Financial Forecasting, Private Equity, Three Statement Operating Model, Insurance, Leveraged Buyout Modeling, Equity Research, Insurance Technology (Insurtech)
  • Co-founder, Corporate Development and Finance

    2013 - 2015
    Fast Gourmet Group (East China Franchisee for Dunkin’ Donuts)
    • Performed multiple roles involving strategy, finance, location evaluation, and data analysis as a member of the management team for this startup food and beverage company. Funded by Valor Equity (Tesla, SpaceX).
    • Evaluated and sourced all potential store locations, developed all store financial models, and prepared investment memoranda for investors and the parent company.
    • Oversaw the entire company's capital budgeting plans, covering over 100 staff (growing to over 300 by year-end 2015) and an annual budget of approximately RMB 26 million.
    Focus areas: Financial Forecasting, Financial Planning & Analysis (FP&A), Pitch Decks, Three Statement Operating Model, Valuation, Startups, Financial Reporting, Excel Expert, Interim CFO
  • Investment Analyst (Summer)

    2011 - 2011
    Pine River Capital Management
    • Interned for a hedge fund with US$16.0 billion of assets, which has won numerous awards, including Relative Value Hedge Fund Manager of the Year for 2012 and 2013 by Institutional Investor and many others.
    • Focused on fundamental business analysis for Pan-Asian public equity opportunities; received a full-time offer as an investment analyst.
    • Prepared investment memorandum, conducted due diligence, and directly reported to portfolio managers (ex-SAC and ex-Highbridge).
    • Completed detailed financial models and company valuations for opportunities in the technology and consumer sectors.
    Focus areas: Equity Research, Financial Modeling, Three Statement Operating Model, Financial Analysis, Valuation
  • Investment Associate

    2006 - 2008
    Metalmark Capital
    • Evaluated and executed investments for a private equity firm with US$4 billion of AUM, focusing on healthcare, financial services, and natural resources formerly known as Morgan Stanley Capital Partners (rebranded as Metalmark Capital).
    • Handled all financial modeling of potential transactions for respective deal teams, including detailed bottoms-up models with five-year forecasted financial statements.
    • Prepared and assisted in presenting investment memoranda and analysis to the internal investment committee and firm CEO.
    • Collaborated with numerous chief financial officers, finance managers, lawyers, and accountants while performing acquisition due diligence and monitoring portfolio company performance.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Valuation, Pitch Decks, Private Equity, Leveraged Buyout Modeling, Three Statement Operating Model, Excel Expert, Equity Research
  • Investment Banking Analyst

    2003 - 2006
    Credit Suisse
    • Ranked top-tier among analysts globally and offered an early direct promotion (pre-MBA) to Associate.
    • Handled all financial modeling of potential transactions for respective deal teams.
    • Prepared memoranda to internal committees and presentations to clients for financing and M&A transactions.
    Focus areas: Financial Modeling, Valuation, Financial Planning & Analysis (FP&A), Pitch Decks, Leveraged Buyout Modeling, Private Equity, Three Statement Operating Model, Excel Expert, Equity Research

Education

  • Master's Degree in Management
    2011 - 2012
    MIT Sloan - Boston, MA
  • MBA in Business Administration
    2009 - 2010
    Tsinghua University - Beijing, China
  • Bachelor's Degree in Electrical Engineering
    1998 - 2002
    University of Pennsylvania - Philadelphia, PA

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