David Lieu Email & Phone Number

Minneapolis, Us

Fort Washington, Pa, Us

Corporate Development Lead for US Healthcare Services Businesses – digital promotions, market research, healthcare physician recruitment and clinical trials research sites network. • Lead corporate development for North America. • 13 transactions completed representing the majority of M3 US revenues• M&A deal size of $10m to 100M• Partner with portfolio company CEO’s to strategize and execute M&A. • Full M&A process – strategy, deal sourcing, financial valuation, negotiations, due diligence and integration.• Expanded clinical research network from 12 sites to 23 sites through rollup of sites throughout the USInterim Executive • Chief Operating Officer at The Medicus Firm (2018) • Chief Operating Officer at NEPRC (2017)Oversee portfolio companies at board level – board of directors for M3 Wake Research, The Medicus Firm, PracticeMatch, Profiles Database, NAS Recruitment Innovation

Toronto, On, Ca

Managed strategy and corporate development team to drive long range planning, M&A and international expansion for an enterprise software company• Established long term growth strategy and led key strategic initiatives for pricing, bundling, business portfolio restructuring, and recurring maintenance strategy resulting in 65% topline growth over 2.5 years• Developed and executed acquisition strategy including target identification, valuation, negotiations, due diligence and integration to complete 4 acquisitions • Drove market entry into China by defining the sales, service, support and pricing models - grew business to $3M in 2 years• Managed international expansion efforts through analyzing most attractive markets and developing sales and services models to serve them• Led development for key strategic, licensing and reseller partnerships

Burbank, Ca, Us

Managed team of 7 strategy and business development professionals to drive strategy, planning, M&A and business development for interactive software business• Transformed 5 year planning process from corporate budgeting exercise to strategic planning tool that increased collaboration and accountability across functional groups• Led M&A strategy, execution and integration resulting in acquisition of leading development studio for family titles• Spearheaded restructuring for mobile business by revamping product portfolio and reducing development costs 30% improving profitability of $10M over 18 months• Initiated annual marketing analytics projects shifting marketing spend across product portfolio and among different marketing vehicles to optimize marketing ROI. • Managed business development team that negotiated key licensing and distribution agreements including Disney Interactive’s first digital distribution partnership

San Jose, Ca, Us

Managed team of 2 planning managers to lead key corporate strategic initiatives and manage customer segment councils• Developed customer centric long range planning process that focused on customer segments rather than products groups resulting in formation of 2 new product platforms that specifically targeted small and medium customers.• Selected as corporate finance representative for TelePresence Tiger Team that launched emerging technology business - led customer targeting, channel profitability and customer ROI working teams• Led due diligence team to evaluate potential acquisition target in Asia and avoided costly acquisition given questionable financial projections and challenging market and political dynamics

Munich, De

• Integrate product and services divisions of a power generation business to return company to positive EBIT and grow topline 20%. • Designed and implemented company-wide initiative to establish systematic process for developing sales force incentive plans to grow topline 10% during economic downturn

Us

• Aided embedded software company to increase penetration of customer base and grow average deals size 25% through new pricing strategy that focused on wallet share• Evaluated competitive landscape to devise acquisition strategy for pharmaceutical company to grow vaccine business 150% over 3 years

Boston, Massachusetts, Us

• Evaluated international telecom companies as potential joint venture partners for a Taiwanese telecom company’s bid for the Taiwanese fixed line network. • Designed and implemented a system to optimize client’s retail investments that resulted in annual savings of $8M. • Identified a market opportunity for locally bottled western spirits through analysis of market trends and primary research of customers. Resulted in the launch of client’s first locally bottled China product.

• Helped a medical distribution company devise a business plan for serving a new market for highly perishable biotech products.• Evaluated the overall cost of a new treatment for breast cancer and had results published in The Journal of Clinical Therapeutics and The Canadian Journal of Oncology.

Ba, Economics

Master Of Business Administration - Mba, Finance, General