Charlie C. Kwon, MBA

Santa Clara, California, ***51 415-***-**** ad4exb@r.postjobfree.com www.linkedin.com/in/charliekwon

Financial Analysis & Modeling & Valuation Corporate Development Capital Markets Strategic Investments Negotiations M&A, VC and PE Partnerships & JVs Investor/Board Communications Board Representation Fundraiser Entrepreneur & Founder Visual Artist Volunteer

EXECUTIVE SUMMARY

Finance executive with a proven record of creativity, execution, and exits across Corporate Development, Corporate Finance, and Venture Investments. Focused on growth but with an eye on financial discipline tested through technology disruptions, business, economic, and innovation cycles. Out of the box thinking with the ability to balance short-term gains versus long-term goals, and the need for both tactical and strategic actions. Demonstrated business acumen, tough negotiator, combining idea generation with hands-on execution. Nuanced understanding of global markets, foreign companies, and market trends. Comfortable navigating complex multi-matrixed organizations as well as lean start-ups. Top Investment Banking background combined with Multi-National Corporate experience and a strong global professional network.

PROFESSIONAL HIGHLIGHTS AND EXPERIENCE

Completed the “merger” of Maxim Integrated, an S&P500 Company, with Analog Devices to form a ~$95B+ EV combined organization spanning 7+ years of financial leadership, corporate development through a combination of fiscally responsible inorganic/organic strategies. Culminating in a cash and stock deal of ~$23B at a 20%+ premium navigating hawkish regulatory hurdles domestically and internationally.

Established Maxim Ventures taking only the best practices from Intel Capital and Cisco Investments, adding a new dimension to Corporate Development responsibilities. Activities resulting in 4 Exits, contributions of $100M+ revenues through GTM partnerships, as well as access to critical IP for BU development teams.

Co-Founded a GaN semiconductor fast charging and DC-DC IC company offering ultra-power efficient, size reduction, cooler case temperature, and lower BOM cost solution. Patent pending IP for multiple vertical end markets including EV, Cloud/Data Center, and Mobile. Led all aspects of Series A Venture Financing from inception to close.

Multi-faceted Finance Leader with tangible primary experience in Operational/Business Unit Finance (e.g. Forecast, Budgeting, KPI, NPV, etc.), Corporate Development (Business Case, Deal Negotiations, CIM, 3-Statement-Models, Valuation, ROIC, Accretion/Dilution, etc.), Corporate Venture Capital (Business Case, Valuation, Cap Table Analysis, SAFE, etc.) Treasury (Corporate Cash Flow Management, Capital Investment, Hedging, FAS Compliance, FX, Fixed Income, Counterpart Credit exposure, Stock Buyback etc.), Investment Banking (IPO, Convertible offering, Structured Finance, etc.)

FINIXITY, INC., Sunnyvale, CA 9/2023 to Present

Vice President of Corporate Development, M&A, Strategy and Finance

Developer of video encoding, transcoding, and optimization software and solutions, for cloud and hybrid, catering to top-tier OTT platforms, content distributors, streaming services, video production workflows, and studios.

Lead all initiatives for partnerships, joint development and GTM efforts. Negotiate and evaluate all commercial opportunities as well as strategic alternatives.

Responsible for all financial planning, profitability, forecasting, and overall finance operations. Develop and analyze new business development initiatives with product teams to drive revenue while budgeting for cost and overhead.

Oversee the preparation and analysis of monthly financial budgeting reports including monthly P/L benchmarked against annual forecasts and cash flow projections, providing analysis and insight to senior executive leadership.

LUCID MICROSYSTEMS, PTE. LTD., Milpitas, CA & Singapore 1/2022 to Present

Co-Founder and Advisor

Developer of patent pending fast charging GaN based DC-DC IC semiconductor solutions offering ultra-power efficiency, size reduction, cooler case temperature, and lower BOM cost. Led all aspects of Series A Venture Financing from inception to close.

ANALOG DEVICES, INC. (MAXIM INTEGRATED), San Jose, CA 7/2015 to 6/2023

Executive Director of Corporate Development, M&A, and Corporate Venture Capital

Designs, manufactures, tests, and markets integrated circuits and subsystem products globally. Provider of data converter products, translating, conditioning, and amplifying real-world analog signals into digital data. Developer power management and monitoring solutions.

Completed the “merger” of Maxim Integrated with Analog Devices to form a ~$95B+ enterprise value combined organization. Provided day-to-day project management and retained for post-merger integration initiatives.

Responsible for sourcing deals, assessing the business case, including the TAM and SAM analysis, scenario-driven valuation analysis, and business roadmap fit for all M&A targets domestic and cross-border.

Internally align stakeholders including BU GMs, internal Executive Committees, and vetting functional groups including but not limited to Legal, Tax, BU Finance etc. while maintaining confidentiality.

Engaging with the target companies, negotiating the legal docs and deal terms, leading due diligence, setting post deal milestones, while assessing the impact on cash flows, optimizing margins, ROIC, and identifying workforce efficiencies.

Lead integration as needed including Transition Service Agreement (TSA) to ensure business continuity which vary greatly from deal type (e.g., software, w/ or w/o manufacturing, number of parts, supply chain etc.).

Reestablished ADI Ventures (e.g., process, governance, etc.) with CTO and CFO organizations. Establishing the strategic execution and alignment of LP investments, Analog Garage, while managing the legacy Maxim Ventures Portfolio.

Transaction highlights (Deal List available upon request):

Renegotiated a 40% discount on initial purchase price amidst 2022 market re-valuation post-ZIRP. Restructuring an existing transaction while signing and closing the deal per initial timeline.

Achieved 2x of internal valuation expectations while preserving relationship with key strategic customer in Asia while closing ahead of time sensitive merger synergy milestones.

Led all deal aspects of running a complete sales process of a data center product/business carveout while negotiating future potential for royalty bearing cash flows.

Led start to finish sell-side process of Smart Metering business at ~25% higher valuation above internal “execute” case of business line comprised of 200+ parts including de-integration and TSA.

Investment and ~6x returns in a subthreshold low power micros developer, highly synergistic to overall corporate Microcontroller and Software roadmaps across multiple BU verticals.

Co-invested with a strategic GTM partner contributing to $50M+ in revenues for the BU. Target acquired by Baxter in 2019 yielding 4x returns.

TE CONNECTIVITY LTD., San Jose, CA 6/2014 to 4/2015

Director of Strategy, Business Development, and Strategic Investments

Broadband Network BU, announced in January 2015. Sale to CommScope for ~$3B USD, reflecting ~10x EBITDA at the time of sale. Transaction expanded buyer’s communications infrastructure footprint with pro forma ~$6B in revenues.

CISCO SYSTEMS, INC., Singapore 3/2012 to 6/2014

Director of Strategy, Business Development, and Strategic Investments APJC

Global technology conglomerate specializing in networking hardware, software, and services, providing IT products and services across networking, security, collaboration, data center, and IoT.

Planning and developing sustainable growth strategies for Cisco’s BUs through a combination of PE, CVC, M&A, and JVs. Responsible for sourcing and executing investments, M&A opportunities pursuant to Cisco’s technology and GTM roadmaps with emphasis on emerging technologies.

Transaction highlights (Deal List available upon request):

Acquired a European developer of enterprise IoT SaaS energy management solutions that monitors, analyzes, and controls energy usage for all network-connected devices. ROFR triggered by bona fide competitor bid.

Co-development investment with strategic technology partner in the development of V2X dedicated short range communications, a precursor to ADAS, for Connected Vehicles. Acquired by Danlaw Technologies.

Investment in a Cloud based SDP provider that integrates software into a services layer across an IP network for Managed Facilities for ~3x returns post IPO on the ASX.

CJ GROUP - ENTERTAINMENT & MEDIA, Seoul, S Korea 3/2009 to 2/2012

Senior Vice President (상무) of Cross-border Corporate Strategy and M&A

Formerly a Samsung Group Company and Korea’s largest Entertainment & Media (E&M) conglomerate with ~$12B in annual sales with businesses in Consumer Products, F&B, Omni-channel Retail and Logistics across traditional and new technology platforms. Best known for producing and distributing Award winning films including Parasite, Oldboy, and Snowpiercer.

Drive annual planning, KPI, and ensuring strategic alignment amongst subsidiaries, recognizing functional and financial interdependencies and cross-silo redundancies common amongst Korean Chaebols.

Managed an internal team of consultants executing special projects and implementing strategies for globalization of K-Pop, K-Drama through organic and inorganic growth and partnerships at the Chairman and Vice Chairperson’s request.

Transaction highlights (Deal List available upon request):

Acquired a majority stake in largest exhibitor in Vietnam, acquiring distribution rights for most Hollywood studios within a strategic geography exhibiting ~20% 5-year CAGR, establishing a platform to expand CJ’s ancillary businesses from entertainment to food.

Created global GTM strategies across subsidiaries spanning business verticals in Retail, eCommerce, F&B, E&M and logistics including Madang in Los Angeles, CGV Megastar Vietnam, DongFong CJ JV with Shanghai Media Group, developing short and long-term expansion strategies, directing all financial projections, feasibility, and business case.

Led the successful introduction of cross-border partnerships to the Korean market (e.g., Beats - Acquired by Apple, The Wonderful Company, 1942 Pictures), leveraging CJ’s cross-promotional and omnichannel capabilities.

HSBC HOLDINGS PLC, Seoul, S Korea 5/2008 to 2/2009

Vice President (Associate Director) of Investment Banking and M&A Advisory

Recruited to the core team tasked to establish HSBC Korea’s investment banking advisory business post signing of Korea Exchange Bank acquisition. Global recession contributed to failed closing and re-negotiation of M&A terms leading to a material adverse shift in HSBC Hong Kong’s regional strategy.

Transaction highlights (Deal List available upon request):

Served as sell-side advisor to the Daewoo consortium to divest its 50% stake in Delphi Automotive Systems business, GM’s auto parts supplier in South Korea; acquired by Daewoo International for $210M.

Advised Orion Group’s, maker of Choco Pie, consolidation of its Chinese subsidiaries into Pan Orion, a Hong Kong entity, and positioning the entity for public listing on the Hang Seng Exchange.

MERRILL LYNCH & CO., Palo Alto, CA 8/2006 to 5/2008

Technology Investment Banking Group Associate

Responsible for coverage of over 50 companies providing advisory services for M&A, LBO, IPO, debt/equity financing, capital structure analysis, activist shareholder defense across all technology verticals including Semiconductors, Internet, and Software.

Transaction highlights (Deal List available upon request):

Lead manager of MercadoLibre’s (MELI) $333M IPO on the NASDAQ. The “AMZN of South America,” priced at the high end of the range, reflecting ~37x forward P/E, 12x oversubscribed offering.

Lead-left on IPO bake-off, managing day to day of dual track process pre-emptive M&A to IPO. Advisor to Postini, acquired by GOOG for $625M. Company is a SaaS provider of electronic security, compliance, and archiving software solutions.

Sole manager to Coherent’s (COHR) modified “Dutch Auction” tender offer to repurchase ~24.2% of its float. Repurchased ~8M shares to distribute shareholder base and provide an exit for activist shareholder.

Advised SPSS, sole managed $150M 144A 2.50% Convertible Debt. Proceeds were used to fund a simultaneous $50M share repurchase and raised funds for future M&A war chest.

ADDITIONAL PROFESSIONAL EXPERIENCE

BLUE OCEAN TECHNOLOGIES, LLC, New York, NY

Independent Advisor and Consultant

Financial data and trade technology solutions provider, pioneering access to US equities filling the 8-hour time gap in the US equity trading period. Company’s software platform enables overseas investors to continuously trade beyond extended trading hours. Advised and completed multiple Overseas Partnerships and Seed Venture Financing from Robinhood.

INTEL CAPITAL AND INTEL CORPORATION, Santa Clara, CA

Senior Manager of Treasury, Corporate Development, M&A, and Venture Capital (Various Positions)

Treasury team Responsible for managing and executing all activities including investments, buybacks, and capital market transactions in support of the Company’s global operational and strategic objectives.

Senior member of a team of 4 Portfolio Managers responsible for making day-to-day capital allocation decisions, overseeing a portfolio of ~$8B USD AUM of domestic and offshore assets.

Sourced, evaluated, and executed strategic equity investments and acquisitions. Performed market, valuation analysis, due diligence, negotiate deal terms, monitor company performance, and integration.

THE GOLDMAN SACHS GROUP, New York, NY

Investment Banking Analyst Program

Recruited into the Analyst Program through on-campus recruiting at the University of Chicago.

EDUCATION

UNIVERSITY OF CALIFORNIA BERKELEY, THE HAAS SCHOOL OF BUSINESS, Berkeley, CA

Master of Business Administration (MBA); Focus on Finance and International Business.

THE UNIVERSITY OF CHICAGO, Chicago, IL

Bachelor’s Degree (BA); Dual Concentrations in Economics and Visual Arts; Dean’s List, Graduated with Honors.

SCHOOL OF THE ART INSTITUTE OF CHICAGO (SAIC)

Credited coursework from SAIC for Visual Arts Degree from the University of Chicago.

YONSEI UNIVERSITY

Study abroad program with coursework in Social Sciences including Economics and Anthropology.

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