Sam B. Email & Phone Number

Petaling Jaya, My

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

Strategy and Transactions' Manager with around seven (7) years of combined experience in Business Valuations, Venture Capital, Equity Capital Market, Corporate Finance and Restructuring Strategy. Well-versed in advising start-up and growth stage companies from various sectors such as Technology, F&B, Retails, Fintech, and etc.Selected valuation engagements for venture capital/private equity:-Led the team of senior associates and associates in performing a valuation of a leading… Show more Strategy and Transactions' Manager with around seven (7) years of combined experience in Business Valuations, Venture Capital, Equity Capital Market, Corporate Finance and Restructuring Strategy. Well-versed in advising start-up and growth stage companies from various sectors such as Technology, F&B, Retails, Fintech, and etc.Selected valuation engagements for venture capital/private equity:-Led the team of senior associates and associates in performing a valuation of a leading fintech and digital payments start-up company in Malaysia with a valuation up to approximately RM4.0billion. Met clients' expectations and resulted in increase of advisory fees of approximately more than 50%.-Led the team of senior associates and associates in performing a valuation of a digital bank based in Philippines that provides digital banking products and services such as unsecured retail loans, deposits as well as saving accounts with a valuation exceeding RM1.0billion. -Led the team of senior associates and associates in performing valuation of a Superapp company which consists of one-stop travel, e-commerce and fintech platform business, offering consumers over 15 lines of products and services-Led the team of associates in performing a valuation of a leading retail pharmacy chain with a valuation above RM600million. Able to turnaround with a tight timeline and met the clients' expectations and objectives. -Leading technology-empowered logistics platform start-up in the South-East Asia region with a valuation more than RM100 million-Automotive and property conglomerate with a valuation above RM1.0billionSelected modeling and valuation review engagements:-Brand and trademark of the the largest low-cost airline in Malaysia-Energy company in China with solar power and coal power plants-Energy company in Malaysia with solar power plants, valuation of approximately RM100 million Show less

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

EY-Parthenon is one of the largest global strategy consulting organizations, with more than 6,500 professionals. EY-P help CEOs and business leaders design and deliver transformative strategies across the entire enterprise, to help build long-term value to all stakeholders.

A regional strategy consulting, venture capital and corporate finance advisory firm that provides critical capital and venture advisory services. It focuses mainly on risk capital investment and fund raising, Strategy consulting, corporate finance advisory, IPO, M&A advisory and investment opportunities in the region. Today Netrove has offices in Hong Kong, Guang Zhou and Kuala Lumpur.Experiences include:Portfolio Management / Management Consulting :• Portfolio management… Show more A regional strategy consulting, venture capital and corporate finance advisory firm that provides critical capital and venture advisory services. It focuses mainly on risk capital investment and fund raising, Strategy consulting, corporate finance advisory, IPO, M&A advisory and investment opportunities in the region. Today Netrove has offices in Hong Kong, Guang Zhou and Kuala Lumpur.Experiences include:Portfolio Management / Management Consulting :• Portfolio management for invested or mandated companies, covering multiple industries in Tech, F&B and etc. • Work closely with the founder and C+ senior management team on strategic level decisions such as business strategy, export strategy for F&B business, pricing strategy etc.• Provide management consulting on middle managements from strategy to operational matters covering products, services and technology, marketing & sales, business development, human resources, admin and finance.•Successfully lead a strategic change on a F&B manufacturing company and managed the whole process of exit.Corporate Finance / Deals advisory / Financial Restructuring :• Participated in fund raising which covers internal and external source of raising funds.• Involved in corporate exercise such as right-issues, share swap etc.• Participated in deal-advisory such as M&A, divestment process and advice clients on suitable/potential buyer.• Perform reviews on client's financial cash flow projections and advice clients on cash flow problems, ways to increase runway of the business, fund raising on financial restructuring etc.Deals / investment assessment :• Sourcing for investment deals by looking into various companies and startups and prepare analysis report covering different aspects (industry overview, business plan analysis, financial analysis etc) and assess the suitability to invest or provide advisory services.• Involved in meetings and pitches with entrepreneurs / founders of the companies. Show less

Malaysia

FinSpark is one of the most promising financial content providers start up among Malaysia's youth, offering access to their financial education library, which includes videos, articles and libraries. FinSpark believes that financial education and planning should be made available to everyone. FinSpark has always focused on quality, interactive and professional content to cater for local demand in Asia. Besides, FinSpark will provide quality and affordable financial planning and products to help… Show more FinSpark is one of the most promising financial content providers start up among Malaysia's youth, offering access to their financial education library, which includes videos, articles and libraries. FinSpark believes that financial education and planning should be made available to everyone. FinSpark has always focused on quality, interactive and professional content to cater for local demand in Asia. Besides, FinSpark will provide quality and affordable financial planning and products to help people in achieving their financial goal. FinSpark made their start by providing finance knowledge and managed to successfully gain 100k followers in its first 6 months, and is ready to move into the realm of paid content subscription.Responsibility :• Attend board of directors meeting every 2 weeks.• To provide Strategy / Management consulting on strategic level decisions and also operational matters covering products and services, marketing, business development, human resources, finance.• Perform reviews on the financial statements and cash flow projections to advice clients on the cost control and reduction.• Giving advise on financial restructuring, business directions and ways to seek for funding. Show less

Kuala Lumpur, Malaysia

• Managing a short term portfolio including equities and warrants in KLSE.• Conduct daily technical stock picks and fundamental report updates.• Carry out research on industry overview, business models of the listedcompany, major events and economy factors that will affect the market sentiments. • Carrying out basic technical analysis, tape reading and volume analysis.• Perform analysis of quarterly results of listed co on their financialstatements and future prospect.

Kuala Lumpur, Malaysia

• Assist senior in performing external audit on Financial Services clients such as Banks, Investment banks, Insurance and Mutual Funds.• Communicate with clients to obtain prior years accounting record during substantive testing procedure.• Perform year end audit on insurance company such as general insurance and motor insurance.• Perform statutory audit on mutual fund house and investment funds that involves equities and bonds.• Prepare… Show more • Assist senior in performing external audit on Financial Services clients such as Banks, Investment banks, Insurance and Mutual Funds.• Communicate with clients to obtain prior years accounting record during substantive testing procedure.• Perform year end audit on insurance company such as general insurance and motor insurance.• Perform statutory audit on mutual fund house and investment funds that involves equities and bonds.• Prepare audit working paper for all the investment funds.• Advise clients on misstatements and corrections. Show less

Selangor, Malaysia

• Consult parents and students that come for the open day.• Recommend undergraduate and post graduate courses based on their qualifications and ideal careers in the future.• Answer queries from students on their educations pathways.

Selangor, Malaysia

• Promote Sunway Pals Membership Cards• Explain to customers about benefits, perks, terms and conditions of Sunway Pals cards• Consult customers on the problem they facing.• Provide solutions and suggestions to the customers.

Acca Affiliate (Advanced Performance Management And Advanced Financial Management), Finance And Financial Management Services

Bsc (Hons) Applied Accounting