Executive Director | TMT Investments
2016 - 2018
HNA Group (International) Company Limited
- Served as a senior investment professional in charge of sourcing, analyzing, and executing cross-border investments focusing on the technology, tourism, and financial services industries.
- Reported directly to the HNA chief investment officer and prepared investment reports for the group chairmen and CEO.
- Completed a $1.6 billion acquisition of the world’s second-largest airline catering company—Gategroup, Switzerland.
- Sourced Series B investment opportunity for a hotel management software company in the United States.
- Submitted approximately a $1.0 billion bid for the automated storage solutions company in Switzerland.
Focus areas: Financial Modeling, Investments, Venture Capital, Financial Forecasting, Private Equity, Three-statement Modeling, Insurance, Leveraged Buyout Modeling, Equity Research, Insurance Technology (Insurtech), Budgeting, Forecasting, P&L Forecasting, Finance, Financial Data, Reporting, Mergers & Acquisitions (M&A), Investment Memoranda, Business Analysis, Fund Management, Fintech, Consumer Services, Leveraged Buyout (LBO), Cross-border M&A, Early-stage Startups, Startup Funding, M&A (Buy-side), Market Research, Business Models, Seed Fundraising, B2B, Strategy, Deal Structuring