Sara Wang, Mfin, Cfa, Frm Email & Phone Number

Missisauga

• Established shortlist of potential investment opportunities in various industries by conducting thorough market research and evaluations
• Conducted due diligence and identified financing needs board of directors and senior management of target company
• Analyzed target financing needs, valuation, and investment amount to determine optimal combination of debt, equity, and convertible vehicles
• Formulated investment proposal including recommendations on deal structure and risk assessment of target company
• Prepare periodic fund performance report to investors and maintained compliance with regulatory disclosure guidelines
• Maintained communication and due diligence post-investment as well as advising exit strategy to senior management

• Conducted market research and analysis on medical equipment and renewable energy industry to build a comprehensive database of potential acquirers and target company
• Performed due diligence on target companies regarding its products and services, financial, competitive environment, and risk factors
• Built customized financial models to analyze and review target companies leading to more accurate valuations
• Controlled deal flow between target company and acquirers to achieve mutually beneficial financing structure
• Reviewed regulatory guidelines pertaining to deals and ensuring timely notification to all stakeholders in case of noncompliance

• Conducted due diligence investigation on Wuhan Huazhong Numeric Control Corporation (HNC) M&A project.
• Collaborated with multi-departmental task force including auditors, lawyers, and appraisers to gather financial, legal and valuation-related information on the target company, in order to compose M&A documentation and.
• Performed the investigation on HNC about the management of funds raised by its IPO, formulated verification report.