Brian Lau Email & Phone Number

Boston, MA, US

Boston, MA, US

TMT Investment Grade Credit across both Public/Private Placements

New York, NY, US

• Project Experience Highlights:
• Performed projections due diligence for a F100 technology client acquiring a $380M ARR SaaS company by stress-testing management projections through forecasting P&L with historical financial performance, sales.
• Executed operational due diligence for a F100 aerospace and defense company to divest its semiconductor chiller business, analyzing incremental headcount and real estate cost while reconciling trial balance to census.
• Conducted entanglements analysis, standalone costing, TSA scheduling, and processed over 2500 diligence requests from financial buyers for a F500 financial data services company divesture leading up to a ~$1B deal
• Supported a F10 oil & gas company to transition its gas station loyalty program from a third-party vendor to in-house, identifying all potential risks and impacts, creating the target operating model, and transforming.
• Investigated a video game and media company’s M&A pipeline and deal activity to evaluate value creation potential for back-office transformation work as additional M&A complexity is added

Finpod is an integrated, comprehensive, and mobile-app-driven platform that includes a combination of FinTech, EdTech and Edutainment features. Joined as an intern pre-launch of FinPod during the UAT and product development stage.

Boston, MA, US

ICED-T Team - Industrial, Consumer, Entertainment, Defense, & TransportationCredit Research, Internal Credit Ratings, Due Diligence

Worldwide, OO

• Co-authored a 24-page whitepaper on how healthcare providers can implement digital workplace transformation utilizing artificial intelligence to improve emergency room patient intake efficiency and assist doctors’.
• Built an AI chatbot prototype that could be integrated with electronic health record systems to enable doctors to monitor waiting room status, access patient’s medical history, and diagnose patients
• Presented findings on artificial intelligence trends, healthcare industry pain points, and healthcare providers’ digital workplace implementation framework to Deloitte Consulting analysts, managers, and managing.

Hong Kong, Hong Kong, HK

• Asia Property Acquisition, Due Diligence, New Market Research, Financial Modeling
• Performed due diligence on a $250M – $500M USD new market development PropCo joint venture by benchmarking competitors’ financial performance and analyzing revenue stream to help senior management make informed decisions
• Constructed a tenant rollover analysis financial model for a target property acquisition by analyzing 200+ tenants’ rent roll and providing appropriate rental growth and reversion rate assumptions to forecast future.

San Francisco, CA, US

• Business Development, Deal Sourcing, Marketing Content
• Implemented an Apollo CRM system with 700+ accounts and executed two business development campaign to banks and equipment leasing brokers, sourced potential deals in enterprise software, retail vending machine, and.
• Launched a 600+ contacts email marketing campaign of Fountain Partners to venture capitalist, potential clients, and equipment leasing companies to seek new business opportunities with over 40% open rate
• Organized a database of 140+ portfolio companies in Excel using Index/Match to analyze equipment cost and cash outlay on each investment and sourced their equity investors for future business development campaigns and.

Hong Kong, Hong Kong, HK

• Proposed and presented to C-suites on how to strategically enhance interactions between Hong Kong and Chinese F&B brands to help diversify Link's current tenant mix through identifying problems and providing a feasible.
• Reinforce in the proposal of a $5,500,000 HKD (~$700,000 USD) Hong Kong and China shopping mall exhibition tour by researching competitors' exhibition artist and constructed a twenty slide PowerPoint based on five.
• Supervise and communicate with three parties including creative media agency and production vendors to ensure quality and effectiveness of poster designs and written content
• Researched over 70 greenery quotes and drafted 15 copywriting quotes for promoting sustainability and tenants’ marketing campaign

Taikoo Place, Quarry Bay, HK

• Collected over 230 rowing clubs contact information and now it is often used by the Hong Kong China Rowing Association and Taiwan dragon race competitions
• Translated English promotion video script to Chinese to expand customer base from China and Taiwan
• Orchestrated weekly marketing meetings on how to engage with new demographics and improve customer services

Bachelor Of Science - Bs, Economics-Finance

Education record