Lisa Chen Email & Phone Number

California, United States

Growth equity / private debt firm providing non-dilutive growth capital for owner-operated companies in the lower middle market.

• Project Generation: Developed and took sole-ownership of projects looking at supply chain weaknesses• Cross-Functional Teamwork: Collaborated with procurement, forecasting, and operations teams to identify sourcing and geographic risks of suppliers along with cash flow flexibility• Credit Analyses: Analyzed over 75 suppliers’ leverage and liquidity profiles to determine risk level Apple would assume and level of involvement Apple would have with suppliers

Identified investment opportunities for $17Bn high yield bond fund and $2.5Bn senior loan fund by evaluating industry trends and financial statements to perform cash flow, valuation, sensitivity, and covenant analyses. Managed investments in 40 companies and deployed $500M+, 10% increase, in over 15 new deals, primarily in healthcare, chemicals, and propane industries

Advised companies across industries on strategic alternatives, business development opportunities, and financings, developed valuation analysis, performed due diligence, and prepared offering memoranda.• Intrapreneurship: Established first movie studio industry practice at firm as sole analyst in team of three by creating proprietary movie-studio valuation models and industry primers to help attract 15+ prospective clientsSelect Transaction Experience:• Defended Lionsgate against unsolicited tender offer from activist Icahn- Structured strategic defense that de-levered company and diluted equity ownership by 5% in team of four- Recommended that Board reject offer based on comparable companies, precedent transactions, and DCF analysis. Recommendation was accepted by Board and voted through by shareholders- Oversaw SEC fight letter that discredited offer and advocated for stand-alone growth opportunities• Advised Leap Wireless in $1.2Bn high yield refinancing and $400M add-on deal- Consulted closely with management team to develop financial, strategic, and competitive analysis

Los Angeles

• Aided the decision to partake in a $1.65Bn financing deal of MGM’s CityCenter

Redwood City

• Analyzed director-compensation trends and corporate governance practices by researching SEC filings• Assisted in custom projects, including tracking executive benefits and perquisites

Sunnyvale

Master Of Business Administration (Mba)

Activities and Societies: TechMedia Club, Healthcare Club, Entertainment & Media Club, Finance Club, Investment Club, Wine & Cuisine Club.

Bs, Business Administration

Activities and Societies: Phi Beta Kappa, Delta Sigma Pi, Dean's Honor List, Young Entrepreneurs at Haas, Stiles Hall, Volunteer Income.