Professional Experience

Notable Projects & Career Milestones

Internship

2018

Morgan Stanley

New York Headquarters

My introduction to investment banking began with a six-month internship at Morgan Stanley's New York headquarters. This experience was transformative, working on a healthcare technology cross-border financing deal in a fast-paced environment where multiple projects ran in parallel.

During this time, I learned to navigate complex financial structures and found my professional voice. One memorable moment was when I raised a question about how a target company's SaaS revenue model might affect revenue recognition—the team actually listened and incorporated my insight, marking the first time I felt my professional expertise was valued.

Investment Advisor

2018 - Present

Houlihan Lokey

10250 Constellation Blvd, Los Angeles, CA 90067

Headquarters: Los Angeles | Offices: Shanghai, Beijing, Hong Kong

M&A Advisory Capital Restructuring Valuation Services Mid-Market Focus

Joined Houlihan Lokey's Los Angeles headquarters as an Investment Advisor, specializing in healthcare and technology sectors. I focus on mid-market M&A transactions with deal sizes ranging from tens of millions to hundreds of millions of dollars.

About Houlihan Lokey: An independent investment banking firm specializing in M&A advisory, capital restructuring, financing arrangements, and valuation services. Unlike traditional investment banks, we maintain independence by not engaging in securities trading or proprietary investments, ensuring objective advice that truly represents our clients' interests.

Featured Projects

AI

AI Medical Imaging Startup

Strategic Investment & Valuation

Led the advisory for an AI medical imaging analysis startup seeking strategic investment. The buyer was a large medical device company looking to quickly enhance its AI capabilities through acquisition.

Key Contributions:

  • Restructured valuation logic and revenue models
  • Conducted competitive technology pathway research
  • Interviewed R&D teams and analyzed FDA medical device registration pathways
  • Created comprehensive market entry timeline
Result: Buyer increased offer by approximately 15% after reviewing our analysis, with the CEO noting that no one had previously combined technical understanding with M&A expertise so effectively.
HC

Remote Health Monitoring Platform

Acquisition Advisory

Advised on the acquisition of a West Coast remote health monitoring platform. The young, idealistic founder was particularly sensitive about valuation and control rights.

Key Contributions:

  • Designed transaction structure preserving founder equity
  • Developed earnout provisions and staged exit mechanisms
  • Balanced founder interests with buyer requirements
Result: Successfully structured a deal that satisfied both parties' strategic and financial objectives.
CB

Cross-Border Healthcare Software Acquisition

Cross-Border M&A

Advised a Chinese fund on acquiring a U.S. healthcare software company—a complex transaction involving significant time zone differences, language barriers, and regulatory interpretation challenges.

Key Contributions:

  • Developed financial structures accommodating cross-border requirements
  • Provided real-time translation and strategic interpretation during conference calls
  • Bridged cultural and regulatory understanding gaps
  • Coordinated between multiple stakeholders across different time zones
Result: Successfully navigated complex cross-border challenges, achieving high client satisfaction despite the demanding nature of the project.

Core Competencies

Financial Modeling

Valuation Analysis

Due Diligence

Deal Structuring

Cross-Border Transactions

Industry Analysis