Alan Peng Email & Phone Number

Sandy, UT, US

Pasadena, CA, US

San Antonio, Texas, US

• Oversee strategic financial, human resources, and legal operations for a security services company that provides physical security to public figures and ultra-high net worth individuals; revenue, EBITDA and EBITDA.
• Manage the company’s human resources function through ensuring compliance with domestic & international regulations, conducting payroll and refining processes on an ongoing basis through the COVID-19 pandemic
• Lead the formation of the Enterprise division, including the establishment of new legal entities, administration of state registrations/licensing, payroll, financial reporting, banking, benefits, insurance and.
• Drove the sale process of Enterprise division to a large international security company
• Coordinate management buyout of company from private equity owner (TPG), supporting buyer & seller sides of transactions

San Antonio, Texas, US

• Influenced key business decisions including implementation of a new financial planning & analysis (FP&A) function, restructuring of financial reporting processes, development of a new pricing model and evaluation of.
• Responsible for monthly financial reporting to private equity owner (TPG) and quarterly presentations to the Board
• Raised $20MM credit facility to fund the construction and capital costs of startup sister company The Private Suite with responsibility for designing business plan, financial & data tracking infrastructure and.
• Served as Acting CFO for The Private Suite

• Served as the M&A structuring and execution expert for a boutique investment bank with responsibility for coverage of specific sectors of the Solar industry and joint coverage of Energy Storage
• Sourced and led the execution of a $130MM sell-side transaction

Zurich, CH

• Facilitated building of the firm’s Cleantech coverage into a leading practice through active business development, transaction execution and leadership within M&A, restructuring and leveraged finance transactions.

• Developed complex financial models to analyze M&A and LBO transactions
• Conducted valuation analyses including discounted cash flow, accretion/dilution, comparable company and precedent transaction
• Drafted newsletters detailing industry trends and M&A activity in the Security industry
• Led, managed and executed all aspects of M&A process for buy-side and sell-side engagements