Thao
M&A and Startup Consultant
New York City, United States
Open for part-time and full-time projects in M&A, Private Equity and Start-up Strategy work Almost 7 years of experience developing strategic and capital solutions for clients with over $30bn of transactions executed across industries, lifecycles, and geographies at Goldman Sachs and William Blair Focused Industries: General Industrial, Industrial Tech, Energy Storage, Equipment Finance, Business Services, Tech-enabled Services COLUMBIA BUSINESS SCHOOL - MBA, Executive Program, May 2025 TEXAS CHRISTIAN UNIVERSITY - MA, Accounting, May 2012 ; BBA, Finance and Accounting, May 2011 Languages: Proficiency in Vietnamese and English. Computer: Microsoft Office, Bloomberg, Datastream, Thomson Reuters, Eikon, SDC, Delogic, Capital IQ Technicals: Equity Research, Financial Modeling, DCF, Merger Model, LBO, RMT, Due Diligence, Financial Analysis, Project Management, Strategic Advisor, Startup Advisor
Domain experience
Relevant Total Experience: 7 years
Seniority Level: Manager
Sector Experience:
Aerospace and Defense Air Freight and Logistics Airlines Auto Components Building Products Chemicals Commercial Services and Supplies Commodity Chemicals Containers and Packaging Electrical Equipment Health Care Equipment and Services Household Durables Household Products Industrial Conglomerates Machinery Paper and Forest Products Semiconductors and Semiconductor EquipmentSkills
Skilled in: Sell-side M&A, Corporate Development
Technical Skills: Microsoft Excel, PowerPoint, Bloomberg, Capital IQ
Languages: English, Vietnamese
Work Experience
Self-Employed
M&A and Startup Consultant
●1/9/2022
- Now
• Collaborate with Founders and team to develop pitch decks and marketing materials; provide coaching on presentation and communication techniques to engage investors and offer insights on investment strategies and investor expectations • Attend internal team discussions to provide strategic advice and guidance; offer valuable insights on management techniques and leadership to empower young Founders • Assist with financial analysis, forecasting, and potential valuation estimation
William Blair
Investment Banking Associate
●01/07/2020
- 01/02/2022
Corporate Advisory Group - Public M&A
Goldman Sachs
Investment Banking Associate - Industrials
●01/08/2017
- 01/07/2020
Sellside / Buyside Merger & Acquisition, and Financing activities in Industrial sector: airlines, home builders, paper & packaging Prepare RFP at bake-offs and client service work includes preparing Board meeting materials, activism materials, M&A potential target ideas: profiles of targets, high-level merger math to show accretion / dilution level _Financial Modelling Experience: LBO, Merger Math, AVP, DCF, and contribution analysis
Goldman Sachs
Investment Banking Analyst
●01/07/2015
- 01/07/2017
Goldman Sachs
Analyst - Data Resource Group
●01/06/2012
- 01/07/2015
Utilize external and internal databases to gather and prepare client-ready materials for junior bankers across industries and regions. Build public company comparison, and broker-view analysis; create company profile, and track ownership evolution of potential clients and peers Construct GS credential pages and deep dive into precedent transactions for comparable acquisition opportunities Accumulate and present current economic climate of various industries and regions. Identify pain points and increase efficiency by building dynamic excel templates. Contribute in recruiting and training effort to expand the team. SLC Shift Lead: responsible for process management, managing junior banker expectations, ensuring data quality, answering questions from team members, and liaising with the Bangalore team.
GE Capital
Sales Force Effectiveness Intern
●01/06/2011
- 01/08/2011
Identify, simplify and consolidate Sales Rep Onboarding Process across six locations and four businesses within Equipment Finance (EF) Identify pain points in Booking/Funding process within EF, gather training materials and recommend solutions Trained on GE Golden Standards for Marketing: Value Creation, Communications, Segmentation & Targeting Maintained and updated sales data using Salesforce.com
Education
Texas Christian University
Accounting
●01/01/2011
- 01/01/2012
Texas Christian University
Finance & Accounting major; Energy Technology & Management minor
●01/01/2007
- 01/01/2011
Othello High School
General Studies
●01/01/2006
- 01/01/2007
Le Hong Phong High School
01/01/2004
- 01/01/2006
Licenses / Certificates
FINRA
Series 63
FINRA
Series 79
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