Tom Woo Email & Phone Number

Montreal, Canada Area

• Vice President, Investment Banking GMP Capital Jan 2011-Current
• Conducting industry, financial and company due diligence analysis, participating in negotiation, providing hands-on assistance to Chinese enterprises and high networth clients in regards of equity interest in Canadian.
• Completion of financial advisory service to Nexen in terms of company valuation, strategic negotiation, shareholder wealth maximization. Conducted financial and due diligence analysis of the acquirer (CNOOC). Provided.
• Completion of acquiring of Miller Tabak Robert(New York) through strategic planning, equity valuation and deal execution(33 million USD). Successfully expanding GMP into the US and extending GMP’s Investment into fixed.
• Working with Business and Portfolio Managers to ensure Financial Models (Equities, Fixed Income, Mortgage Back Securities, Options…Etc) are created and tested correctly according to portfolio performance analysis and.
• Preparation of customized portfolio strategy recommendations for clients, including Investment Policy Statement design, portfolio/manager structure and the selection of investment managers.

Toronto, Canada Area

• Investment Banking Analyst, Shoreline Capital Management Jan2008-Jan 2011
• Analyzed and interpreted business performance indicators in the energy industry(i.e, equity asset ratios, reserves on-hand, solvency margins, credit ratings. Investment portfolio profile), using Discounted Cash Flow.
• Analyzed current economic conditions including currency, equities and commodity products to ensure that company’s assets and future profits (natural gas and crude oil) are successfully hedged.
• Developed and maintained new and existing relationships with investors, brokers and fund managers. Successfully obtained a 5 million investment from First National bank to Shoreline’s Natural Gas Facilities in Calgary.
• Participated in the acquisition deal of Thomson Captial management. Conducted industry, internal resource analysis, created business proposal, participated in deal sourcing and negotiation. Worked with COO of the.
• Engaged in several M&A and investment projects with target companies between Canada and Chinese government or state enterprises(Sector forcus: Mining and Energy). Served as a strategic advisor in the process of.