Adrian Mok, P.Eng., Cfa Email & Phone Number

Dallas-Fort Worth Metroplex

• Performed financial valuation and strategic analysis for acquisitions, investments, business partnerships, and strategic initiatives relating to public and privately held technology enabled SaaS companies• Collaborate with cross functional teams to build business cases, execute transactions, plan operational implementation, and lead communications, presentations, and discussions• Presented results and recommendations at a senior executives and Board level• Led communications and presentations both internally and externally• Developed and negotiate term sheets to support potential transactions

Calgary, Alberta, Canada

Developed and managed strategic business opportunities that contribute towards the development of corporate growth initiatives, concentrating on strategic planning, acquisitions & divestitures, financial modeling and valuations, and providing recommendations to the C-suite leadership team• Evaluating M&A opportunities through financial analysis, performing valuations, uncovering synergies, determining business rationale and preparing and delivering recommendations for management and Board of Director presentations• Transformed corporate modelling systems and processes, increasing visibility for executives to make informed decisions reducing analysis turnaround from 2 weeks to 2 days, enabling executives to be 2 months ahead in their strategic planning compared to prior year• Key contributor in the refinancing of term notes; Evaluated multiple alternatives of upcoming debt maturities through financial modeling, scenario analysis and sensitivity analysis to provide a recommendation which was presented to the Board of Directors• Supported the preparation of LOI and PSA documents, due diligence, and aided in integration activities; This enabled key M&A events such as the Main Line Industries acquisition and merger with Secure Energy Services• Routine forecasting of EBITDA & cash budgeting, market research & insights to determine base commodity assumptions for budget as well as 3-year plan

Calgary, Canada Area

Reporting directly to two Managing Directors with no VP intermediary, I led a team of two Analysts in executing multiple corporate M&A transaction, key liaison between transacting parties• Developed and executed transactions which included financial analysis, transaction modeling, conducting due diligence, preparation of fairness opinions, presentation materials, offering documents, and executing live financing (Wolverine Energy and Infrastructure) and M&A transactions (Blackbird Energy, Iron Bridge Resources, and Prairie Provident Resources)• Preparing pitch books and other client presentations, providing clients with strategic advice to accomplish its corporate goals• Utilized a strong understanding of fundamental valuation to conduct the analyses of energy services, domestic and international oil and gas companies

Calgary, Canada Area

Supported three Research Analysts in modeling and publishing sell-side research and providing trading recommendations to the sales desk for Oil & Gas and Energy Services companies• Wrote company specific and industry macro research publications with investment recommendations; coverage universe of ~25+ companies• Performed financial analyses and valuations, created and maintained models, comparable tables and databases, and produced institutional marketing presentation materials• Handled enquiries from institutional investors on the Analyst's behalf

Fort Mcmurray, Alberta

Upstream Chemicals, SAGD, and Oil Sands Mining• Advised upstream oil treatment processes and provided start-up support in multiple mining and SAGD facilities, including CNRL Horizon, CNRL Kirby, Suncor MacKay River, Suncor Base Plant, N-Solv, and Connachar Oil and Gas.• Managed portfolio of client accounts, ensuring needs met by estimating and forecasting revenue projections through creating and maintaining financial models.• Researched and performed financial cost benefit analysis by developing proposals and business presentations to clients on new and existing products and creating value-added initiatives, including chemical plant trials and evaluation of new chemical packages, growing revenues.• Optimized chemicals usage, increasing oil production and achieving customer Key Performance Indicators (KPI’s) while reducing OPEX.• Improved information flow by creating monthly revenue and chemical requirement forecasts and reporting for internal use, and creating monthly customer reporting.

Calgary, Alberta

Gas-Fired Power Plants & Oil Sands Upgrading Utilities• Ensured investment potential by performing technical due diligence reviews on asset acquisitions, divestitures, and RFP bids• Developed financial models that supported annual budget forecasting and economics on long-term contracts• Identified and performed financial analyses on improvement opportunities and associated impacts on earnings

Bachelor Of Engineering (B.Eng.), Electrical Engineering

Engineering Technologist, Electrical