Aug 2018 – Dec 2021 · 3 yrs 4 mos · Redmond, WA

• Integration Management within Microsoft’s M&A practice leads cross functional teams in confirmatory due diligence and integration planning through post close integration. We are responsible for delivering insight, clarity, and execution to all of Microsoft's M&A transactions. I led acquisitions across our ecosystem, including cloud enabling technologies, healthcare, education, and professional services.
• In addition to driving M&A diligence and integrations, I led our Strategy & Operations team which focuses on cross practice initiatives. These include our M&A scorecard governance process, revision of our M&A playbook and our ongoing digital transformation to support better use of data in decision making. In addition to the honor of managing a team of amazing professionals, this puts me at the center of our efforts to drive continuous improvement in our M&A practice.

Jan 2015 – Aug 2018 · 3 yrs 7 mos · Greater Seattle Area

• Responsible for driving Aeolus’ North American business across truck & bus tire and OTR tire product lines, managing channel partners and strategic customer relationships.
• Guided Aeolus' corporate executives on global corporate development / strategic initiatives, including partnerships, M&A and integration of the acquired Pirelli commercial business.
• This role allowed me to gain a deeper insight on how Chinese enterprises operate and how they view outbound investment & growth.

Jul 2014 – Aug 2018 · 4 yrs 1 mo · United States

• Investor and advisor on partner development and investor relations.

Mar 2011 – Jun 2014 · 3 yrs 3 mos · Shanghai, China

• Evaluated possible acquisition/Joint Venture targets, and divestitures; managed initial contact and ongoing relationship with potential targets/buyers.
• Led negotiations with acquisition targets / JV partners on valuation & terms; managed cross functional teams through all due diligence activities.
• Responsible for internal stakeholder management and alignment with HQ; direct interaction with C-level execs; drove collaboration across divisions around investment/divestment decisions relating to M&A projects in Asia Pacific.

Jun 2009 – Nov 2010 · 1 yr 5 mos · Singapore

• Responsible for a combination of private equity investment evaluation, transaction and asset management activities at privately owned principal investment and advisory firm headquartered in Germany.
• Identified a local partner, negotiated an MOU for a joint venture and sourced financing for a China-based project, establishing the China presence for one of the firm’s Australia-based portfolio companies.
• Solicited Asia-based investors for an Australian coal mining portfolio company, leading to 3 parties running full due diligence on the asset with target valuations between US$250-400 million.

Dec 2006 – Mar 2009 · 2 yrs 3 mos · Shanghai / Singapore

• Originated, evaluated, structured, negotiated and completed direct investments across the infrastructure and renewable energy sectors. Initially based in Singapore working in the Macquarie International Infrastructure Fund focused on investments across Asia, then based in Shanghai focused primarily on Greater China opportunities in the environmental services and renewable energy sectors.
• Roles I have played include: structuring, analyzing viability of investments, obtaining investment committee approvals, negotiating term sheets and SPA/SHA, setting up corporate structures, managing transitions/integrations, and monitoring assets post acquisition.
• I was the transaction manager or significant contributor on seven completed transactions with total investments worth >$800million. I also managed another six transactions that went through DD, but did not complete (target investment value totaling ~630 million). The completed transactions spanned infrastructure sub-sectors including toll roads, airports, renewable energy, oil tank storage, aged care facilities, cable television, and broadcast towers.

Apr 2004 – Nov 2006 · 2 yrs 7 mos · Shanghai, China

• As the first employee for the company in Shanghai, responsible for setting up Goodyear’s Asia Pacific regional headquarters in China. Established legal entities, selected office location and oversaw its design and construction, and negotiated tax incentives and support from the local government – all in compliance with global policies of the parent company. Interviewed/hired various levels of staff, with the office growing from 1 person to 80 in nine months. Supported Goodyear’s Asia Pacific President with strategic projects and preparation of Board presentations.
• Then moved to Singapore as General Manager of the domestic tire business, leading a team of four. Managed P&L, increasing both product mix and pricing, leading to 20% increase in revenue to US$12 million within one year. Refined strategy and drove initiatives resulting in improved revenue and EBIT, while creating programs for future growth.

Jul 2000 – Apr 2001 · 9 mos · Hong Kong

• I evaluated incoming business proposals and supported due diligence – including financial assessment, management interviews, and market and competitive research – at this seed-stage emerging technology focused Venture Capital firm in Hong Kong.

Jan 1999 – Jun 2000 · 1 yr 5 mos · San Francisco Bay Area

• One of five founding team members of a networked kiosk and location-based marketing retail solution -- growing the company to 30 employees over the first year.
• Led fund-raising efforts – creating investor communications, driving VC investment, resulting in $5 million raised.
• Directed business development activities -- drafted, presented and negotiated proposals for two strategic partnerships.

Aug 1997 – Jan 1999 · 1 yr 5 mos · San Francisco Bay Area

• Responsible for budgeting & planning for the Sales and Marketing organization with focus on Internet Marketing & E-commerce groups.
• Collected and analyzed monthly compilation of performance indicators for the Internet Marketing Group; developed resulting strategies with the business owners and determined allocation of funds.