Andy Lin Email & Phone Number

SPV for Acquisitions

East Norriton, Pa

Sourced and identified undervalued opportunities based on Sum-of-Parts and Comparables analyses. Was solely responsible for increasing sales by 82% YOY as results of superior client relationships and effective marketing. Led entire business and provided tactical guidance for ten employees – streamlining workflows to maximize efficiencies.• Synthesized tactics to persuade sellers to lower purchase price by 60% and landlord to reduced NNN lease by 20%. Negotiated aggressively with vendors to obtain the most favorable terms as much as 52% below market • Leveraged mixed sources of funding and actively managed cash flows and to best match operating needs while minimizing funding costs to as low as 3%. Drastically improved EBITDA from net outflow to positive inflow • Actively recruited to turn this distressed investment around and exited at 3.8x initial investment in 18 months

New York & New Jersey

Directed sales & profitability of a full service restaurant with annual revenue in excess of $1MM and a motel that was sold & realized 280% ROI; Managed as many as 13 employees and provided friendly working environment to motivate workers and to prevent conflicts that resulted in lower employee turnover; Executed strategic plannings & business acquisitions• Increased restaurant revenue by as much as 38% in first year as results of superior customer service, high quality control on food, and streamlined advertising plans • Negotiated effectively with various vendors to cut operating costs by as much as 36% with a recent contract negotiation that reduced NNN lease from $25 to $16

New York, Ny

Conducted research on covered companies in the healthcare, biotech, and clean-techs sectors through Top-Down analyses. Participated in investor summits and conferences to gained valuable insights. Summarized research finding into comprehensive equity reports for the management team. • Management recognized for ability to collaborate with geographically diverse teams in qualitative and quantitative analysis to provide fact-based equity valuations and Led all aspects of preparation for detailed research reports• Evaluated and recommended investment themes directly to the Head of Research

New York, Ny

Responsible for trade support and settlement of both Fixed Incomes and Equities with extensive product knowledge regarding Muni, Money Market, High Yield, Structured Products, FX, MBS, Sec Lending, and Repo. Collaborated with Client Service Group, Prime Brokerage, and Trading Desks (Rates & Credits) to quickly resolve clients concerns. • Monitored positions and applied risk management to minimize trade failures. Initiated creative solutions to settle outstanding fails as old as seven years and reduced outstanding fails by as much as 35% to avoid adverse impact • Fostered relationships that saved the firm from financial losses by persuaded counterparties to return as much as $1MM in unsecured fund and $50MM in unsecured transaction during the financial crisis • Selected by management as the key contact and led the team effort in successful completions of eight highly sensitive transactions with notional values exceeded $55 Billions during the crisis that earned senior management and counterparties recognition

Actively participated and interacted with Managing Director on an advisory assignment for a Fortune 100 client. Developed financial models and collaborated in preparation of presentations for a potential $5 Billion divestiture • Designed integrated financial models to forecast financial growth, analyzed Accretion & Dilution effects of M&A activities, and define capital raising scenarios • Performed valuation based on DCF, LBO, Trading Comparables, and Precedent Transactions analyses

Assisted Senior Vice President in client solicitation and managed client accounts with AUM over $80 millions; Prepared marketing and presentation materials for the financial advisers• Researched and analyzed macro economy & equities; Prepared reports & provide recommendations • Took initiative to resolve client concerns which resulted in high client satisfaction

Cfa, Cfa

Activities and Societies: CFA Level I candidate

Certificate In Financial Modeling, Financial Modeling & Valuation

Advance Financial Modeling

Certificate, Financial Modeling & Valuation

Activities and Societies: Advance Financial Modeling

Master Of Business Administration (M.B.A.), Finance, 3.88/4.0

Bachelor Of Arts (B.A.), Economics, 3.64/4.0

Activities and Societies: Co-Founder and Director: Alpha Kappa Psi Professional Business Fraternity, UB Chapter Executive-Board.