Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tzu-Ting "Ting" Liao

Atlanta,GA

Overview

10
10
years of professional experience
1
1
Certification

Work History

Investment Banking Associate

Rabobank
Atlanta, GA
07.2023 - Current
  • Execution and origination of M&A deals
  • Analyzed market trends to pinpoint avenues for growth in existing and new markets
  • Cultivated relationships with key/new clients through proactive communication and engagement
  • Conducted financial modeling and valuation analyses for public and private companies
  • Hired, trained, and mentored staff members to enhance team performance

Part-Time Investment Associate (In-Semester Internship)

Maxim Partners
Chicago, IL
12.2022 - 03.2023
  • Screened investment opportunities in nutrition, vitamin supplements, and pet food sectors.
  • Developed presentation decks for investment committee discussions.

Summer Buy-Side Equity Research (Summer Internship)

William Blair
Chicago, IL
06.2022 - 08.2022
  • Presented stock analysis and two 'buy' recommendations to portfolio managers: a vertically integrated Chinese electric vehicle and battery producer, and the largest private Greek oil refinery; recommendations adopted by portfolio managers
  • Developed a thesis on energy transition by interviewing management, former GM and Ford battery specialists, and brokers

Investment Banking Associate; Senior Analyst

Rabobank
New York, NY
09.2019 - 06.2021
  • Selected transaction experience:
  • Project Crush – Worked with buy-side management and Bain & Co. to construct detailed operating and valuation models for the target and created 4 valuation scenarios with various sensitivities to arrive at the target bid price.
  • US-based DTC wine startup’s potential sale – Worked with the CEO, CFO and lead investor to develop projections and the confidential information memorandum. Created teaser for distribution to 87 buyers in the alcoholic beverage industry.
  • Arcadia Biosciences’ (NASDAQ: RKDA) sale of Verdeca to Bioceres (NYSE: BIOX) - Led the Verdeca management team located across the US and Argentina to generate financial projections.
  • Collaborated directly with the CEO and CFO of Arcadia Biosciences to create the Verdeca marketing deck.
  • Lineage Logistics’ acquisition of cold storage facilities in Scandinavia – Managed lawyers, accountants, and specialists in insurance, human resources, and environmental due diligence throughout 2 acquisitions in Denmark.
  • Investment Banking – M&A

Investment Banking Senior Analyst

Nomura Securities
New York, NY
01.2018 - 04.2019
  • Selected transactions include:
  • L Catterton’s $900MM sale of ELEMIS to Groupe L’Occitane – Collaborated with management to design company teasers and the 90+ page confidential information memorandum for socialization with 20+ prospective buyers.
  • Investment Banking – Consumer & Retail

Senior Associate; Assurance Staff

EY
New York, NY
08.2015 - 12.2017
  • Company Overview: Assurance
  • Annual audit of Sculptor Capital Management (AUM >$30B) – Directed 5-person team to audit assumptions underlying 15+ valuation models prepared by the private equity deal team.
  • First time audit of JD Power’s financial statements used as basis for $1.1B sale – Led the offshore team to discover a ~$200,000 misstatement in prior year’s revenue, which was corrected by management.
  • Assurance

Education

Master of Business Administration - MBA

THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS
05-2023

Master of Science - Accounting, Concentration in Financial Assurance

UNIVERSITY OF VIRGINIA, MCINTIRE SCHOOL OF COMMERCE
Charlottesville, VA

Bachelor of Science - Commerce, Concentrations in Accounting and Marketing

UNIVERSITY OF VIRGINIA, MCINTIRE SCHOOL OF COMMERCE
Charlottesville, VA
05.2014

Skills

  • Financial modeling
  • Valuation analysis
  • M&A execution
  • Market analysis
  • Client relationship management
  • Presentation development

Certification

  • CPA
  • FINRA Series 63
  • FINRA Series 79

Timeline

Investment Banking Associate

Rabobank
07.2023 - Current

Part-Time Investment Associate (In-Semester Internship)

Maxim Partners
12.2022 - 03.2023

Summer Buy-Side Equity Research (Summer Internship)

William Blair
06.2022 - 08.2022

Investment Banking Associate; Senior Analyst

Rabobank
09.2019 - 06.2021

Investment Banking Senior Analyst

Nomura Securities
01.2018 - 04.2019

Senior Associate; Assurance Staff

EY
08.2015 - 12.2017

Master of Business Administration - MBA

THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS

Master of Science - Accounting, Concentration in Financial Assurance

UNIVERSITY OF VIRGINIA, MCINTIRE SCHOOL OF COMMERCE

Bachelor of Science - Commerce, Concentrations in Accounting and Marketing

UNIVERSITY OF VIRGINIA, MCINTIRE SCHOOL OF COMMERCE

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Tzu-Ting "Ting" Liao