Highlights:

Skills:

M&A associate 09/2022 - 12/2023
CITICS Securities Co., Ltd, Shanghai, Shanghai China
Industry: Investment Banking
?Engaged in executing 3 Initial public offerings, responsible for drafting the IPO prospectus, conducting interviews suppliers and customers of the issuer, creating memos, collecting legal documents, analyze the financial statements etc ?Engaged in executing 4+ M&A transactions, as buy-side advisory, responsible for performing due diligence of the target, drafting term sheets, analyzing comparable information and building valuation model etc ?Constructed 10+ pitch books and teaser tailored for potential clients needs to IPO, Secondary offering or M&A
Selected Project Experiences: ?CITIC Dicastal IPO (Pending) –Conducted 30+ interviews with the suppliers and customers of Dicastal to develop a detail report of operation procurement, credit policy, products, market share and compliance to fulfil the requirement of CSRC –Analyzed the shareholder structure of Dicastal and conducted the interviews with shareholders and management team –Built comparable company analysis to indicate issuer relative position within aluminum wheels industry –Collaborated with issuers’ cross-border team (US, German, Morocco) to initiate detailed analysis of bill of materials, and inventory re-engineering, which verified the income and fulfil the requirement of compliance ? Acquisition of XYZ by ABC for $1.5 billion: exclusive buy-side advisor to ABC (Pending) –Drafted the NBO letter by emphasizing retaining the XYZ’s chairman position to ensure that progress to next round –Analyzed the acquisition’s impact on the ABC’s EPS through an accretion/dilution model incorporating potential synergies –Constructed Information Memo to attract other financial investors to participate in co-investment in the transaction and weekly updated the Contact List to report to the acquirer--
Financial Accountant 06/2019 - 12/2019
Sappi North America, Boston, Ma United States
Industry: Manufacturer
?Reconciled balance sheet accounts by troubleshooting and correcting any discrepancies, and reporting those account reconciliations to financial manager ?Communicated with associates in Hong Kong and Europe to approve payments and confirm sales
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Northeastern University 09/2017 - 05/2021
Boston, MA, United States
Degree: Bachelor's Degree
Major:Finance
Minor:Accounting
B.S. in Business Administration; Finance and Accounting Concentration

Haobin Wang