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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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