M A Investment Banking

William Lin CFA CPA

*************@*****.***

PROFESSIONAL EXPERIENCE

Wells Fargo Securities NYC, NY

Associate - Investment Banking (Financial Institutions Group) 2/2022 - 5/2024

Executed M&A, debt, and equity transactions in the broader FIG (spec. fin, asset management) sector

Created models (comparables, precedents & DCF) to drive strategic dialogue with clients

Oversaw development of database of financial & valuation metrics to drive business development

Developed relationships with new investment management clients to drive business expansion

Mentored junior team members & led internship recruitment process Pickwick Capital Partners NYC, NY

Associate - Investment Banking (Generalist including TMT & Healthcare) 10/2019 - 1/2022

Led and executed on M&A, equity transactions (healthcare services, cybersecurity SaaS, semiconductors)

Performed valuation, accretion/dilution analyses and presented strategic findings to key stakeholders

Independently secured funding for cybersecurity Series A from Facebook-associated VC fund

Originated mandates including fintech; secured $25M mandate for mobility SaaS company General Manager - Family Business Taipei, Taiwan 8/2016 - 9/2019 Scott-Macon NYC, NY

Associate - Investment Banking (M&A - Consumer and Retail) 7/2015 - 7/2016

Performed due-diligence and 3-statement, pro forma financial modeling & valuation analyses to evaluate M&A, including projecting financials and building cash flow models and researching trends

Supported interactions & negotiations within the M&A execution process with a focus on positioning

Prepared pitches & CIMs, prepared C-suite execs for management presentations Selected Transaction Experience:

$1B Sale of Asset Management Firm - Collaborated with CEO on entity structuring

$100M Sale of Logistics Company - Collaborated with CFO/CEO with task prioritization

$70M Cross-border sale of Sean John to Global Brands Group

$2.2B Sale of AIG’s Taiwan Life Insurance division, Nan Shan Life, to consortium (consulting project) Deloitte (Audit & Financial Advisory) NYC, NY

Engagement Manager (Financial Services [banks, insurance, alternative AM - Clients >$10T AUM]) 10/2011 - 1/2013

Built 3-statement models for $20B AUM PE fund to develop projections and to perform variance analysis

Led business development outreach to C-suite execs and including international clients

Managed $50M engagement and team of 25, negotiated contracts; Outstanding Achievement award earned EDUCATION AND OTHERS

Cornell University, NY, NY

Master of Business Administration; Investment Banking Immersion

Robert Roshirt Merit Scholar (1 out 280 students awarded); $15M Cayuga Fund Analyst & Portfolio Manager (Technology & Healthcare); VP Impact Investing Club; Selected to meet Warren Buffett) Queens College, NYC, NY

Bachelor of Arts; Economics & Accounting Major, Minor: Biology, Business Honors Program

Honors in Economics, Vallone Merit Scholar Dean’s List – multiple years; Elected to Student Government Other Information

Training: Stuyvesant High School (STEM focus), UBS PWM intern, CFA, CPA, Series 7 & 63 & 79

Languages: Proficient Mandarin/Taiwanese, Introductory Spanish

Modeling: Completed advanced modeling courses covering DCF, valuations, M&A/LBOs

Computer: Excel, PowerPoint, S&P Capital IQ, Bloomberg, FactSet

Interests: Volunteering, Baseball, NY Mets, running, Muay Thai kickboxing, Travel (15+ countries)

Civic: Board Member – N.A. Taiwanese Engineering & Science Association, CFA Society of NY, Big Sib

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