Build new relationships for Cooley in the life sciences ecosystem and facilitate introductions for emerging growth companies that catalyze strategic growth.

Successfully engaged US donors and investors to secure essential resources for Vallarta Botanical Garden’s conservation initiatives. Achieved national recognition with the 2022 Garden of Excellence award from the American Public Gardens Association. Enhanced the Garden’s profile through collaboration and a sustainability-focused presentation at the Association’s annual conference. Demonstrated strategic vision by launching the 83-hectare Santuario de los Ocelotes sanctuary. Developed and implemented effective social media strategies, leveraging data-driven insights to boost content engagement and attract new visitors.

Helped to build and manage a US healthcare investment banking platform for a Beijing-based financial advisory firm, overseeing the banking team and executing business development strategies. Created marketing materials to differentiate services and engaged key companies and investors in the life sciences and medical device sectors. Developed and marketed cross-border financing and M&A opportunities to investors in China, AsiaPac, and the US. Targeted investors and strategic partners to understand the Chinese market, collaborating with international colleagues to identify novel transaction opportunities.

Developed and marketed a specialized investment fund strategy targeting small-cap, event-driven biotechnology stocks for family offices and high-net-worth individuals. Produced comprehensive marketing materials and regulatory filings for the pre-launch of Lassen Capital, L.P. Created proprietary models to identify undervalued opportunities within the small-cap biotechnology sector. Adapted marketing strategy in response to changing risk profiles of cornerstone investors due to the shifting political landscape.

Successfully maintained relationships with key healthcare investors and collaborated with client CEOs and CFOs to develop custom strategies for non-deal roadshows (NDRs) and target appropriate investors. Partnered with management and IR to refine messaging through creative data analysis and presentations, continuously updating corporate slides. Expertly managed investor communication, due diligence requests, and confidential information. Created an internal biotech-focused investor tracking system and frequently collaborated with investors for feedback. Led team members in updating market slides, creating studies on recent equity offerings, and drafting internal memos.

Dedicated to private equity placements, M&A, and strategic partnership advisory for biotech and medical technology companies. Contributed to all aspects of the transaction process, including prospect identification, marketing materials creation, relationship management, due diligence, valuation, negotiation, and closing. Developed sector-specific business development plans for new private placement opportunities and managed outreach to the VC and investor community. Managed partnership advisory assignments for U.S. companies seeking relationships with Japanese pharmaceutical firms and led sponsorship of the BioAsia conference. Ensured compliance with FINRA and SEC regulations as a licensed Chief Compliance Officer.

Successfully managed private and public equity offerings, mergers and acquisitions and product licensing and commercialization agreements for emerging biotechnology and medical technology companies.

Identified unique public and private investment opportunities for $600MM L/S hedge fund.Generated leads for diligence by creating and analyzing screens of market data and financial performance.Refined investment theses based on extensive primary scientific due diligence and communication with management teams, analysts and industry experts.