William Zheng Email & Phone Number

•Evaluated and recommended long-short equity investments for $4.7bn multi-strategy hedge fund•Developed investment theses through fundamental analysis of company performance, industry due diligence, managementmeetings, research analyst calls, financial modeling, and other forms of primary research•Created investment memorandums and presented ideas to portfolio manager

Associate – Private Equity Evaluated, structured, and monitored investments for Lehman Brothers Merchant Banking Partners, a private equity fund with$4.5bn in committed capital focused on leveraged buyouts, recapitalizations, and growth capital investments•Due Diligence: led strategic, operational, industry, and financial due diligence on potential targets•Financial Analysis: developed detailed financial/operating models to determine valuation, optimal capital structure, and returns•Transaction Structuring: managed attorneys and accountants in the structuring and legal documentation of investments•Portfolio Monitoring: worked closely with management teams to explore and execute business development opportunities, salesand marketing strategies, fiscal budgeting, mergers and acquisitions, and capital raising•Trained incoming analysts in modeling and due diligence procedures; managed junior staff throughout transaction processSelect Transaction Experience:•Phoenix Brands, LLC: aggregator of home-care consumer product brands; participated in turnaround and restructuring effortsand had a significant operational / finance role during transitioning of new management team. Helped structure and negotiatefollow-on investment, credit agreements, management contracts, and supply services agreements•SCP Worldwide: assisted in the evaluation and negotiation of several investments in sports, media, and entertainment franchises•Project Galileo: acquisition of $150mm publicly traded education publishing company; subsequently outbid•Project Goodwood: take private of $1bn laundry detergent business; subsequently outbid by strategic investor•Project Cowboy: conducted four months of diligence for investment in BPO company catering to healthcare systems

Master Of Business Administration (Mba), Member Of Investment Management

Bachelor Of Science (B.S.), Rutgers College, Rutgers University