James Meng

• Sourced and screened over 1,000 companies in the education sector based on EV of ₤10-25m, EBITDA margin thresholds (20%+), cap table (majority promoter owned) and identifying proprietary investment opportunities • Led market and competitor benchmarking for a yacht brokerage firm with £64m revenue (15% CAGR FY22- 25), £1.6m EBITDA, 16% GM to support the investment diligence and valuation guidance of 6x EV/EBITDA

• Constructed valuation models for a sell-side hospital client; analyzed 3 historical deals of a Private Equity firm specializing in healthcare acquisitions; built a waterfall DCF model to better understand their IRR requirements • Researched 4 funding solutions for a Southeast Asian e-commerce company with >$50M Revenue and ~$4mm in EBITDA; built DCF and sensitivity analyses, considering various capital structures and investment vehicles • Developed sell-side M&A teaser for a cloud computing company offering Nvidia GPU computing power to customers; created a buyers list targeting sale of a company with >$300M of Revenue and >$30M in Net Income

• Constructed detailed operational and financial database of 80+ Chinese property insurance companies, and analyzed recent policies’ influence towards insurance industry • Drafted a 20+ pages IPO pitching deck for a Hong Kong natural resource company with estimate EV of $10b • Advised a buy-side acquisition for a China EV leader, built valuation model (DCF, Comparable) and recommended a 30%-40% premium based on synergies and technology integration

• Involved in the due diligence process for a potential buyout of a lower middle-market supply chain management platform, and spearheaded the sourcing and outreach efforts for 100+ cold storage and recycling services targets • Analyzed the target’s historical financials, evaluated top-line growth and margin improvement opportunities, and utilized public comps for preliminary valuation; prepared due diligence questions for management meetings

• Engaged in 3 potential acquisitions in the logistics industry, conducted research on the global logistics industry to identify growth drivers, macroeconomic trends, and major players; compiled a list of precedent transactions • Constructed operating and LBO models for potential investments; calculated potential MOIC and IRR

• Researched competitive landscape & industry development in the retail and catering industries, evaluated site selection for the target acquisition and selected ten acquisition targets into the investment pipeline • Conducted 10+ owner outreach interviews over the phone to organize primarily screening for the target business and reviewed management presentations & business model to support the acquisition process • Assisted in building financial projection to determine post-money valuation for the target businesses

• Constructed official website using Webflow for the company and communicated with the senior management team to determine the design and content; launched the online nursing platform with over 100 registrations • Reviewed historical financial statements to prepare financial models for the seed round fundraising

• Assisted in team's research on Southern China's college application agency market; issued 500+ surveys to target customer groups, interviewed 20+ parents to develop insights into their decision-making process • Drafted a 20-page marketing plan based on research results, identified customers' pain points, and reduced customer acquisition cost by 30% through targeted advertisements and optimized search engine results • Analyzed competitors' course offerings and approaches to remote learning during the pandemic, developed a detailed plan for hybrid learning, and collaborated with engineers to build a student management platform