Robert Lung, Cfa Email & Phone Number

Melbourne, Victoria, AU

• Corporate development and M&A advisory
• Linktree - Link in bio unicorn (Creator economy, Martech)
• Series A Case Management SaaS company (Legaltech)

Andover, Massachusetts, US

• Executive leader of two-person M&A team for GI Partners-backed, high growth enterprise SaaS company. Segments covered include Industrial Software, Product Lifecycle Management and Low Code Development Platforms.
• Led all phases of M&A process, from sourcing through transaction execution and integration.
• Defined inorganic strategy, in partnership with investors, strategy, and product leadership, to support a selective acquisition cadence.
• Established internal processes and developed key supporting documents to ensure efficient communications, transaction execution and reporting to stakeholders.
• Led the divestiture of Impresa, a maintenance, repair, and overhaul (MRO) software business.

Burlington, Massachusetts, US

• Part of two-person corporate development team responsible for M&A pipeline development and transaction execution. Segments covered include Data Management, Data Integration, Data Quality, Data Governance, Location.
• Partnered with product management on inorganic strategy and target identification to build pipeline in support of a rapid acquisition cadence.
• Managed all phases of transaction execution through integration planning.
• Refined due diligence process and transaction approval materials to drive greater efficiency.
• Transactions include the divestiture of Confirm; the sale of Precisely to new investors Clearlake and TA Associates; and the acquisitions of Infogix, Winshuttle, Anchor Point, Cedar CX and PlaceIQ.

San Jose, California, US

• Led corporate development and M&A efforts for multiple business units, with activities ranging from initial target identification through post-close deal tracking. Business units supported include Agile Operations.
• Partnered with general managers, business unit strategists and product managers on inorganic strategy development and target identification.
• Evaluated potential acquisitions and divestitures targets for alignment with business unit and corporate strategic and financial goals.
• Maintained deal pipeline and relationships with target companies, investors and investment bankers.
• Led transaction execution, including deal structuring and transaction document negotiations.
• Developed preliminary integration plans and participated in post-close deal tracking.

San Jose, California, US

• Managed corporate messaging and information flow with the investment community and other stakeholders.
• Maintained company relationships with stakeholders including sellside and buyside analysts, portfolio managers, and other shareholders.
• Prepared quarterly earnings materials including CEO and CFO statements, press releases, and Q&A documents, and assisted in preparation of related regulatory filings (8K, 10Q, 10K).
• Provided competitive intelligence to executive team including industry benchmarking.
• Developed presentation materials for investor conferences and meetings.
• Participated in process improvement projects across the finance organization.

San Jose, California, US

• Finance partner to Corporate Development, leading due diligence and business case development in support of M&A execution.
• Developed detailed business cases, inclusive of financial model and valuation, with input from business unit leaders and various corporate teams.
• Managed large cross-functional teams through due diligence, verifying key business case assumptions, and identifying issues requiring mitigation, and preparing post-close integration plans.
• Supported negotiations of the financial aspects of M&A transaction documentation.
• Prepared acquisition budgets and operating plans for FP&A.
• Monitored financial performance and key performance indicators of acquisitions post-close.

• Completed 28 M&A transactions, including buyside and sellside strategic acquisitions, divestitures, private placements, cross-border transactions, fairness opinions and strategic advisory.
• Sector experience in Software, SaaS, Security, Tech-Enabled Services, Two-Sided Marketplaces, Fintech, Ecommerce and Digital Media.
• Supported origination and led transaction execution for Security and Emerging Growth groups.
• Created all work product for prospective and engaged clients including market landscapes, new business presentations, financial and valuation models, and information memoranda.
• Led sellside marketing efforts to potential strategic acquirers and financial sponsors, and buyside outreaches to acquisition targets.
• Supervised client management teams through due diligence and assisted senior bankers in deal structuring and negotiation of transaction documentation.

Master Of Business Administration - Mba

Master Of Business Administration - Mba

Bachelor Of Arts - Ba, Economics

Master Of Science - Ms, Quantitative Methods And Modeling