Jeffrey L.

Experience: ✓ Ex-Big4 M&A Advisor ✓ Hong Kong Qualified Auditor ✓ 10 years of financial modelling experience for private equity funds (e.g. KKR & Bain Capital) and big public companies (HK, Japan stock exchanges) ✓ Created / Reviewed 100+ financial models and valuation reports (DCF | Monte-Carlo Simulation | Purchase Price Allocation models | Option models | Monte-Carlo models | Equity Allocation models (P-shares)) ✓ Created 10+ buy-side financial due diligence reports ✓ Built 5+ carve-out pro-forma financial statements for the purpose of sale of business units ✓ Experienced in data analytics (See my certifications of Power BI & Alteryx) ✓ Fluent in Chinese, Japanese and English I offer consulting services and support to my clients to assist them to make business decisions. My services include: ✔️ Bookkeeping & Accounting related Consultation ✔️ Tax-filling and Audit Service (Hong Kong) ✔️ Company Secretary, Registration & Deregistration (Hong Kong) ✔️ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 ✔️ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 (Due Diligence, Equity Research, Credit Research, Industry Research) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 (Asset Valuation, Equity Valuation, Purchase Price Allocation, Option Valuation, Equity Allocation Model, Monte Carlo Simulation, etc.) ✔️ Pitchdeck Preparation (CIM, Teasers) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧 (Market Analysis, Competitor Analysis, Cash Flow Liquidity Plan) ✔️ 𝐏𝐫𝐨 𝐅𝐨𝐫𝐦𝐚 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 (Statement of Financial Position/Balance Sheet, Statement of Profit and Loss, Statement of Cash Flow, Statement of Changes in Equity) ✔️ 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 (Financial Structuring, Credit Reports, Credit enhancement, Due Diligence and Closing Assistance) ✔️ Data Analysis and Visualization using Power BI If you need some of my services, I am here to assist you. I am a good listener and always keen to give a hand. I think the quality of service is mandatory and I will make sure you are always happy with my work. Please contact me to discuss your project, and I will be very glad to work with you.