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Investment banking associate

Location:
Fresh Meadows, NY
Posted:
August 31, 2017

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Resume:

WILLIAM LIN, CPA **-** ***th Street

Fresh Meadows, NY 11365

ac13qp@r.postjobfree.com 718-***-****

WORK EXPERIENCE

Tyton Partners

Associate – Investment Banking (M&A - Education (Consumer/Technology)) Stamford, CT

Sep 2016 – Dec 2016

Led all aspects of transactions including initial due diligence, preparation of the CIM, financial modeling, and presentations

Performed comparable companies, precedent transaction, and segment-level granular DCF analyses in Excel Selected Transaction Experience:

$20 MM Sell-Side M&A Transaction for Textbook Publisher (potential) – Responsibilities included detailed analysis of cash flows with guidance from CEO; coordinated outreach to 100 potential investors Scott-Macon

Associate – Investment Banking (M&A - Consumer and Retail) New York, NY

Aug 2015 – Jun 2016

Built and maintained complex DCF/earnings models, analyzed financial statements, and performed in-depth fundamental and on-site analysis to identify potential ideas and opportunities for Consumer and Retail transactions

Aided in generating $2.0 MM in revenue via detailed analyses of merger and credit agreements for ongoing transactions Selected Transaction Experience:

$30 MM Sell-Side M&A Transaction for 3PL Company (closed) – Collaborated with CFO and CEO with task prioritization and preparation of 5-year proformas for potential buyer meetings; facilitated on-site due diligence to develop investment thesis and time horizon for potential investors; performed forensic accounting analysis while preparing financial statements, leading to $50 K increase in reported quarterly EBITDA and $300 K in corrected discrepancies

$20 MM Buy-Side M&A Transaction for Brewing Company (potential) – Responsibilities included specialization in ownership of legal due diligence, discovering expiring brewery contracts which led to renegotiations in the course of earnings quality assessment, and performing strategic analysis of beer/wine industry growth in China to assess attractiveness of market entry concurrent with fund capital raising initiative CIT

Intern – Maritime Finance (Leveraged Finance)

New York, NY

May 2014 – Aug 2014

Built DCF/LBO models with highly complex debt schedules / covenant analyses; tracked ABLs and wrote investment theses Deloitte

Associate; Senior Associate; Manager (Financial Institutions Group) New York, NY

Sep 2006 – Jan 2013

Managed key client engagement P&L and generated new revenue streams; evaluated risk factors and prepared internal and client briefings with information gleaned from management interviews, due diligence and earnings quality analysis; garnered Outstanding Achievement Awards for performance and highest engagement ratings possible

Prepared financial models based on client financial and operational diligence, informing highly subsector-specific valuations

Earned unique highest rating as head of 25-associate team on engagement for $17 B PE fund, delivering 92 separate items

Highlighted critical $2 MM discrepancy in course of due diligence on $200 MM divestiture as part of M&A deal

Mentored 50 subordinates through financial services industry training and report writing standards EDUCATION

Cornell University

Master of Business Administration; Investment Banking Immersion Ithaca, NY

Class of 2015

Cumulative GPA: 3.4/4.0; Major GPA: 3.6/4.0; GMAT: 720; Roshirt Merit Scholar (1 out 280 students awarded)

Awards and Activities: VPs of Asia and Impact Clubs, Old Ezra Finance Club, Hi-Tech Club, Analyst on $5M L/S Fund

Relevant Coursework: Advanced Financial Statement Analysis, Corporate Finance, Strategy, M&A, Options, Futures & Derivatives, International M&A, Financial Modeling, Marketing, Valuation, Financial Policy Queens College (QC)

Bachelor of Arts; Economics and Accounting Major

New York, NY

Class of 2006

Cumulative GPA: 3.5/4.0; Major GPA: 3.7/4.0; Honors in Liberal Arts & Honors in Economics

Awards and Activities: Vallone Merit Scholar, QC Chairman, QC Journalist, selected to speak at graduate center OTHER INFORMATION

Languages:

Modeling:

Computer:

Certifications:

Interests:

Proficient Mandarin and Taiwanese, Fluent English, Introductory Spanish Completed modeling programs run by TTS/BIWS covering DCF and multiples valuation, M&A, LBOs, and FIG Expert in Excel, PowerPoint, S&P CapitalIQ, Bloomberg, FactSet Stuyvesant High School 3.5/4.0, 1420 SAT, CPA, CFA Level II passed Sports statistics, fencing, weightlifting, Big Brothers Big Sisters, iMentor, travel, NY Mets and Giants fan



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