Rick Chen Cfa Email & Phone Number

Hangzhou, Zhejiang, China

•Deal sourcing • Fund raising, including documents preparation, negotaion with potential LPs, LP agreement review, etc•Deal structuring, term sheet drafting and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, and final investment report•Due diligence management – Due diligence scope of work and professional engagement, time schedule arrangement, daily update and proposed solution on key findings… Show more •Deal sourcing • Fund raising, including documents preparation, negotaion with potential LPs, LP agreement review, etc•Deal structuring, term sheet drafting and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, and final investment report•Due diligence management – Due diligence scope of work and professional engagement, time schedule arrangement, daily update and proposed solution on key findings from due diligence, due diligence report review and revision, and coordination with legal, accounting and tax professionals•Due diligence participation – commercial due diligence (customer visit, market analysis, competition analysis, reference check, call memo, and related documentation) •Deal closing management – coordinate with lawyers to review, revise and finalize legal documents, and prepare and update closing checklist (CS, CP, and etc) •Team Management – offer guidance and supervision to subordinates •Post-deal management –management account review, monitor report, board meeting arrangement, etcMainly focus in environmental sanitation and hazardous waste fileds Show less

Shanghai City, China

•Resturcturing plan for GCL Power Group's different business sectors, including PV solar, gas, etc• Market capitalization managfement• Fund raisng, including documents preparation, negotiation with potential LPs, LP agreement review ,etc•Deal structuring, term sheet drafting and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, and final investment report•Due diligence management – Due… Show more •Resturcturing plan for GCL Power Group's different business sectors, including PV solar, gas, etc• Market capitalization managfement• Fund raisng, including documents preparation, negotiation with potential LPs, LP agreement review ,etc•Deal structuring, term sheet drafting and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, and final investment report•Due diligence management – Due diligence scope of work and professional engagement, time schedule arrangement, daily update and proposed solution on key findings from due diligence, due diligence report review and revision, and coordination with legal, accounting and tax professionals•Due diligence participation – commercial due diligence (customer visit, market analysis, competition analysis, reference check, call memo, and related documentation) •Deal closing management – coordinate with lawyers to review, revise and finalize legal documents, and prepare and update closing checklist (CS, CP, and etc) •Team Management – offer guidance and supervision to subordinates •Post-deal management –management account review, monitor report, board meeting arrangement, etc Show less

Nanjing, Jiangsu, China

•Deal sourcing •Deal structuring, term sheet drafting and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, and final investment report•Due diligence management – Due diligence scope of work and professional engagement, time schedule arrangement, daily update and proposed solution on key findings from due diligence, due diligence report review and revision, and coordination with legal, accounting and… Show more •Deal sourcing •Deal structuring, term sheet drafting and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, and final investment report•Due diligence management – Due diligence scope of work and professional engagement, time schedule arrangement, daily update and proposed solution on key findings from due diligence, due diligence report review and revision, and coordination with legal, accounting and tax professionals•Due diligence participation – commercial due diligence (customer visit, market analysis, competition analysis, reference check, call memo, and related documentation) •Deal closing management – coordinate with lawyers to review, revise and finalize legal documents, and prepare and update closing checklist (CS, CP, and etc) •Team Management – offer guidance and supervision to subordinates •Post-deal management –management account review, monitor report, board meeting arrangement, etc Deals mainly covered B2B platform (commercial goods, travelling, refresh goods, used construction machines), O2O, B2C platform (refresh goods, oversea sales), automobile aftermarket, online wealth management and last mile delivery. An investment of Sanchao Advanced Material has been exited by IPO with 7x return Show less

Shanghai City, China

•Deal sourcing •Deal structure, term sheet and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, final investment report, and industry research•Due diligence management – Due diligence scope of work and professional engagement, time schedule arrangement, daily update and proposed solution on key findings from due diligence, due diligence report review and revision, and coordination with legal… Show more •Deal sourcing •Deal structure, term sheet and deal negotiation•Business plan review, target screening, and client contact•Financial modelling, preliminary investment report, final investment report, and industry research•Due diligence management – Due diligence scope of work and professional engagement, time schedule arrangement, daily update and proposed solution on key findings from due diligence, due diligence report review and revision, and coordination with legal, accounting and tax professionals•Due diligence participation – commercial due diligence (customer visit, reference check, call memo, and related documentation) •Deal closing management – coordinate with lawyers to review, revise and finalize legal documents, and prepare and update closing checklist (CS, CP, and etc) •Post-deal management – joint account control, management account review, monitor report, board meeting arrangement, etcDeals mainly covered consumer goods, advanced manufacturing, cable Tv solution Selected deal: $35 million convertible bond of NGTV, a cable TV solution provider, has exited at IRR 32% Show less

Mba, Finance

Bachelor'S Degree, Economics