Hacienda Heights, **4-8856
CA 91745 plouie2@hotmail.c
om
Paul E. Louie
Summary
International Corporate Finance executive with extensive experience
in mergers and acquisition, capital raising, strategic planning and
venture capital investing. A global background of cross-border
transactions and over five years of working experience in the Greater
China region. Fluent speaker of Chinese with strong presentation,
communication and negotiation skills. Managed and executed a range
of financial advisory assignments, including buy-side and sell-side
M&A transactions, venture capital transactions, equity and debt
financings, recapitalizations and restructuring transactions, and
cross-border M&A and financings.
Experience 01/2010-Present AMERICAN BRIGHT LIGHTING, INC.
Vice President, Corporate Development and Strategy
Major responsibilities include strategizing growth opportunities,
pursuing strategic partnerships, sourcing debt and equity financing,
conducting M&A transactions and implementing best practices
Spun off company from parent organization to create stand alone
business
Entered into negotiations to acquire a LED thermal material company
in Taiwan
Sourced a publicly traded strategic partner in China to license
patented LED driver technology
Arranged an investor road show in Taiwan and China where we met with
17 institutional investors
09/2009-Present BB&T CAPITAL MARKETS, CONSUMER PRACTICE
Special Consultant
Hired as a Special Consultant by BB&T Capital Markets which is the
investment banking division of BB&T Corporation (NYSE:BBT). BB&T is
the ninth largest bank in the US with over $150B in assets
Working on a $30M M&A project for a client in the automotive
aftermarket industry. Assisted in preparing the Confidential
Information Memorandum and reaching out to over 140 target
institutional investors both in the US and Asia
Also working on the potential sale of a $140M division of a US public
apparel company to a Chinese strategic buyer
04/2007-08/2009 TAKENAKA PARTNERS LLC Los Angeles, CA
Vice President, Business Development and Greater China Region
Hired to head the Greater China Practice of a middle market
investment bank that specializes in cross-border strategic mergers
and acquisition advisory
Managed a team of three professionals that are Chinese nationals with
both MBA and either CFA or CPA designations
Retained both by non-Chinese clients (US, Korean and Japanese) and
Chinese clients to conduct cross-border transactions that included
joint ventures, M&A, strategic partnerships, technology transfer,
capital raise and exclusive licensing arrangements
Responsible for sourcing clients, managing engagements, producing
investment materials, overseeing valuation and due diligence, and
managing deal structure and negotiation
Managed the sale of a private company in Tianjin, China that provided
cell phone coating for some of the largest handset manufacturers in
the world
Hired to provide China Global Strategy consulting for a billion
dollar manufacturer of consumer electronics. Sourced and completed a
strategic partnership for this client with the largest manufacturer
of wireless routers in China
Sourced and completed a multi-million dollar software license
transaction for a GPS software client and a leading provider of
mobile software applications
Responsible for firm-wide business development initiatives by working
with attorneys, accountants, bankers, consultants, trade
associations, etc. to develop business and to promote the firms brand
and awareness within the industry
06/2005-03/2007 HOSPITALITY FOCUSED SOLUTIONS (HFS), L.L.C.
Long Beach, CA
Vice President, Strategy and Corporate Development
HFS was a $150M provider of hotel renovation services including
interior design, architecture, purchasing, project management, and
installation
Responsible for short/long term strategy planning reporting directly
to CEO and Board of Directors
Provided SWOT analysis of 4 companies involved in roll up
Managed the process for all capital raising efforts
Managed and completed the acquisition of three partner companies
including one company located in Shanghai, China
Created strategy for expansion to Asia and visited Asia on several
trips to identify, qualify and engage potential JV partners and
acquisition targets
Developed the post-merger organization chart with CEO
Managed many aspects of the post-merger integration of the newly
consolidated company
HFS was voted by Los Angeles Business Journal as #1 Fastest Growing
Private Company in 2007. In the two years I was with HFS, the
company grew from $21M to $150M in revenue.
Worked together with CEO on budgets, forecasts, key hires, legal
issues, financing, and Board presentations
2003-05/2005 FLATIRONS PARTNERS L.L.C. Boulder, CO
Managing Partner
Flatirons Partners is a boutique strategic advisory firm that
connects small and medium sized companies to capital, strategy,
management and partnerships needed to grow or exit
Responsible for cross border business development practice,
specifically between US clients and Chinese partners
Consulted to six different companies regarding their market entry
efforts in Asia
Consulted to several private equity companies regarding direct
investments in Asia
Prepared business plans with fund raise clients and raised several
rounds of funding for a range of companies
Prepared and packaged investment books for several different M&A
sell-side clients
Recruited C-level executives for client companies
2002-2003 INNOSTREAM VENTURE CAPITAL Boulder, CO
US Liaison
Served as US representative for a Taiwan based Venture Capital Fund
Provided monitoring and reporting function for most US investments
Provided due diligence activities for prospective investments in the
US
Sourced deal flow from the US based on the Fund's investment criteria
Managed the process of follow on investments for three of these
portfolios
1997-2001 ALDARE CAPITAL PARTNERS Taipei, Taiwan
General Manager, Taiwan Office
Managed a private investment fund headquartered in Taipei with
offices also in the US and Sydney, Australia
Raised a $28M fund that invested in US and Asian technology startups
Responsible for all deal sourcing, deal structuring, due diligence,
and post management of investment portfolio companies
Invested in sixteen different companies in four-year span and
provided positive IRR to limited partners that included both large
public corporations and high net worth individuals
Served on Board of Directors for three portfolio companies
Advised on merger and acquisition transactions for several of the
portfolios
1996-1997 PACIFIC CONTINENTAL SECURITIES Taipei, Taiwan
Country Manager/Taiwan Branch
Responsible for the set up of Asian HQ for US based NASD/SIPC
brokerage
Successfully recruited and brought over six Series 7 & 63 licensed
brokers from the US to the Taiwan Branch to provide financial
consulting across the Asian region
In two year's time, developed a book of over 70 high net worth
clients across the Asian region
Finalized a strategic partnership with a leading Taiwan based online
brokerage to offer US securities
1994-1995 DEAN WITTER REYNOLDS INC. La Mesa,
CA
Broker Assistant and entered broker training program
Education 1988-1994 SAN DIEGO STATE UNIVERSITY San Diego, CA
Bachelor of Science in International Business, San Diego State
University
One year of intensive language training of Mandarin Chinese at the
Mandarin Training Center in Taipei, Taiwan
Skills &
Affiliatio Fluent speaker of Mandarin Chinese
ns Intimate knowledge of business acumen of Chinese companies and
executives
Substantial experience in performing due diligence on emerging
companies from both sides of the Pacific
Strong analytical skills developed from over five years of venture
capital investing
Extremely skilled and experienced in negotiating with Chinese
companies, specifically with supplier agreements, distribution
agreements, investor term sheets, OEM/ODM agreements, bundling
agreements, and marketing alliances
Member of Association for Corporate Growth (ACG) Los Angeles Chapter
Member of Japan America Society
Member of Advisory Board and Review Panel for CTEK Angel Group.
(Largest Angel group in Colorado)
Member, Board of Advisors for Apex Advisory International Ltd. (M&A
firm located in Hong Kong)
Member, Dean Foster Associates network of executives speaking on
"Doing Business in China"
Married with two children and an avid golfer (13 handicap) and sports
aficionado
*References available upon request