Shiyu Zhu

Participated closely and multi-tasked in all aspects of 10+ cross-border M&A transactions including drafting of 21 pitches, 14 teasers, 8 CIM and 14 projects’ buyerlist, financial modeling, and 6 projects' DD process etc., resulted in team proceeding with projects and closed 3 deals Selected Transaction Experience: Sale of a Leading Chinese Medical Equipment Company (Closed) • Conducted industry research, strategic/financial buyerlist (200+) and successfully approached 100+ potential buyers; drafted CN/EN materials, managed Merrill VDR, updated operating model & management presentation PPT, and compiled Q&A list to prospective buyers in DD phase Sale of a High-quality Class 2A Hospital (Closed) • Assisted team leader with DD process, independently managed Intralinks VDR, compiled meeting minutes, updated DD materials & financial model, and analyzed A/R aging report upon buyers’ request, resulted in project proceeding to SPA round Sale of the Largest Chinese Dessert Chain Company • Worked closely with team on CIM drafting & DCF model, supported communication between client and 10+ prospective buyers and managed information flow, led to increased efficiency Sale of a Global Leading Printing Company (Closed) • Drafted pitchbook with responsibilities of independently analyzing valuation range with comparable companies & transactions and formulating potential buyerlist based on size and profitability with Capital IQ, resulted team to win the mandate • Created detailed IRL for teaser/IM drafting; cold-called ~100 buyers with different scripts based on buyers’ strategic fit level, successfully approached 20+ buyers and got NDAs signed • Responsible for potential buyer Q&A and updated financials/model in DD phase

• Actively cooperated with team members while completing independent tasks on 3 projects, resulted in team proceeding with projects • Selected Project Experience: o Buy-Side Cross-Border M&A Project -Assisted team to complete CN/EN meeting minutes and researched on client and target’s company information for the purpose of board meeting -Independently analyzed 6 cases of denied major asset restructuring as a reference, led team to finish the Q&A session in board meeting successfully o Financial Advisory Proposal for A-share Listing Firm -Assisted to create pitchbook in proposing market capitalization plan and A-share financing plan by conducting analysis in influencing factors of firm’s stock price and capital structure; independently translate entire pitchbook o ISOs Supporting Services for a New Prospective Client -Analyzed incentive stock options available and relevant case studies for prospective client and proposed corresponding suggestions based on time and resource considerations -Conducted deep research on client’s industry, analyzed the development opportunities of client’s products & services, and applied relative valuation based on comparable company analysis

• Researched, identified, and qualified new investment opportunities in Lingerie, Early Childhood Education, and Retirement industry based on market, competitor analysis, and investment criteria • Narrowed down potential candidates based on financial criteria such as revenue growth and EBITDA margins by using Microsoft Excel; recommended 10 best candidates in each industry to manager • Created and presented market analysis showing favorable trends in Retirement industry, leading to due diligence on 2 potential candidates • Derived and analyzed new opportunities in E-learning from Early Childhood Education based on time and resource considerations, which resulted in company proceeding with project

• Multi-tasked in a fast-paced environment to assist in routine tasks such as handling pre/post processing of import/export documents and uploading data and transactions by utilizing Microsoft Excel • Researched and reconciled account activities and actively verified with clients to maintain accuracy • Collaborated with team leader to complete the applications for overseas fund transfers on behalf of clients