Andre Lai Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Minnesota, United States

Conducted in-depth analysis for live deals in the Residential/C&I solar and homebuilding supplier sectors by reviewing Confidential Information Memorandums, business models, and investment scorecards. Performed comprehensive financial modeling and risk assessment, leveraging 3-statement models to evaluate firm-specific growth potential and risks. Supported due diligence with comparative analysis against public companies and industry benchmarks using targeted industry reportsUtilized valuation methods such as Public Comps and Precedent Transactions methods to determine appropriate EV/EBITDA multiple of a private companyVerified over 200 lists of business contacts to ensure data accuracy is above 90% to support deal-sourcing needs

Charlotte, North Carolina, United States

Power, Utilities & Renewables

Minneapolis, Minnesota, United States

Coordinated with Co-presidents and other directors to raise funds for the club through school grants, and secured $500 in school funding per event on average, thereby improving attendance, marketing, and operational needs. Raised about $2,000 in total funding in 3 semesters across 5 different eventsConnected 2 guest speakers that have worked in multiple countries as expats, with backgrounds including Private Equity, Corporate Development, and HR

Minneapolis, Minnesota, United States

Conducted in-depth research and pitched NextEra Energy (NYSE: NEE) and Detroit Edison (NYSE: DTE) to MBA students on the fixed-income team, analyzing financial statements, corporate structures, macroeconomic risks, and regulatory factors.Enhanced revenue forecasting accuracy by compiling and analyzing key regulatory metrics—Rate Base, Equity Ratio, and ROE—under the U.S. regulatory framework, achieving forecasts within a 1% margin of reported revenues.Built dynamic 3-statement and credit financial models for over 5 publicly traded companies in the energy and utilities sector, providing actionable insights into creditworthiness and financial performance.Leveraged advanced financial tools, including CapIQ, Bloomberg Terminal, and Excel, to assess corporate bond performance and yield spreads.

Hong Kong Sar

Assisted multiple audit teams by executing a range of annual audit procedures across various balance sheets, income statements, and analytical reviews of audit documents. Ensured adherence to fair reporting standards in compliance with firm guidance and HKFRSProvided on-site audit and client services within a diverse industry portfolio with annual revenues spanning from $30MM to $7B, including sectors such as Midstream Oil and Gas tankers transportation, Global Logistics, and Investment ManagementCollaborated with Audit Senior Management to enhance testing strategies by tailoring them to the materiality level effectivelyConducted substantive tests of details for more than 300 sales and purchase transactions, AR/AP trade settlements, and T+2 securities transaction settlements for SFC-licensed corporations holding type 1 and 7 licensesAnalyzed credit, foreign currency, interest rate, and liquidity risks of a multinational company using interest rate and tax sensitivity calculations to ensure impact is immaterialUtilized DCF models and economic research to value more than 100 Long Service Payment retirement accounts, resulting in a total valuation of $15MM, to ensure salary and compensation amounts are fairly represented

University Of Minnesota Twin Cities

Formed strategic partnerships with fellow student associations to successfully secure funding for 3 semesters, resulting in a remarkable 300% augmentation of club funding, and secured funding up to $10,000

Finance And Mis, 3.84/4.00

Activities and Societies: Carlson Funds Enterprise, Hong Kong Student Association Treasurer, Global Business Nexus Finance Director.

Alumni

Activities and Societies: National Honors Society, Varsity Boys Tennis team(2x section finalist), 2 years in Engineering Program, Chinese.

Education record

Activities and Societies: - Prefect - Solidarity Club board member - English news reporter - English and Chinese announcer