Investment Banking Analyst

Charlotte Liu

*** **** **** ******, *** York, NY, 10019 201-***-**** ***************@*****.*** https://www.linkedin.com/in/qiuchen-liu-abc/

PROFESSIONAL EXPERIENCE

TIGRESS FINANCIAL PARNERS New York, NY

Investment Banking Analyst Jun 2018 - Present

• Conduct valuation analysis using methodologies such as discounted cash flow and comparable company analysis, among others

• Draft pitch books, Teaser and Confidential Information Memorandum (“CIM”) incorporating Company, Industry and Transaction Overview, Investment Considerations, Future Growth Strategies and Financials, etc.

• Coordinate operational, financial and accounting due diligence efforts to identify unique value proposition

• Manage data room presentations and liaise between clients and corporate acquisition teams during post-data room diligence efforts Selected Transaction Experience:

Acquisition of £150 million for an internationally recognized manufacturer and seller of inter and intra city buses

• Created Teaser and CIM covering Company, Industry and Transaction Overview, Investment Considerations and Future Growth Strategies

• Constructed operating model complete with monthly detailed P&L, Cash Flow Statement, Pro-Forma Balance Sheet and supporting schedules Series B financing of $40 million for an enterprise software-as-a-service (SaaS) company focused on Healthcare Sectors

• Valued target at $190 - $250 million using DCF and Comparable Series B analysis based on 20 - 26% Discount Rate

• Developed detailed industry and competition analyses for Global Bioinformatics Market; created management deck and compiled a list of 300+ VCs in the Life Science and SaaS Sector

PRINCETON GROWTH VENTURES – WARBURG PINCUS PARTNERSHIP New York, NY Private Equity Analyst Jun 2017 - May 2018

• Performed financial analysis on target companies, created pitch presentations covering industry and financial overviews, competitive landscape, investment highlights and value creation plans, and also presented reports to internal investment committee

• Constructed full-scale three statement and valuation models using Discounted Cash Flow and Comparable Company Analyses Selected Transaction Experience:

Acquisition of a ~$800 million US-based Data Center and Internet Infrastructure Company

• Assessed 50+ potential acquisition of growth equity targets, focused on undervalued public company, non-core business segments with revenues between $100mm and $500mm and Y/Y revenue growth rate below 10 percent

• Valuation results in a target range between $694 - $990 mm based on 10.0 -14.0x EBITDA Multiple and 7.6%-9.6% Discount Rate

• Analyzed revenue quality by decomposing segment growth drivers and trends in COGS, SG&A and CapEx Efficiency CASTLE PLACEMENT New York, NY

Investment Banking Analyst Intern Dec 2016 – Apr 2017

• Supported investor relationships by implementing a propriety tracking system to shorten the response time for investor inquiries

• Increased efficiency by 200% by using Microsoft Mail Merge to send customized emails for investor outreach

• Drafted pitch books and management presentations and presented detailed analyses to board of directors and financial sponsors STEPSTONE GROUP Beijing, China

Private Equity Research Intern May 2016 – Aug 2016

• Completed 27 fund summaries for investment committee using the proprietary private markets database and validated quarterly reports, financial statements, and cash flow activity of monitored funds to prepare client reports

• Drafted investment memoranda for client company subscribers, including organizational overview and performance assessment EDUCATION

Baruch College, Zicklin School of Business New York, NY Master of Science in CPA Accounting GPA: 3.7 / 4.0 Aug 2016 – Aug 2018 Nankai University Tianjin, China

Bachelor of International Business Chartered Financial Analyst Level II Candidate GPA: 3.5 / 4.0 Aug 2012 – Jun 2016 LEADERSHIP

Vice President of Information Technology ZICKLIN GRADUATE ACCOUNTING SOCIETY New York, NY

• Managed and created events through Career Link Portal and updated for ZGAS website and social media presence

• Implemented interactive round table discussions with students, Baker Tilly, Big Four, Grant Thornton and local accounting firms CERTIFICATIONS, SKILLS & INTERESTS

Certification: Bloomberg Market Concept CFA Level 1 Languages: English (Fluent) Mandarin (Native)

Technical: Bloomberg Salesforce Capital IQ Pitchbook Factset Microsoft Office Suite Interests: Yoga Culinary Arts Travel

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