ALICE LIU

• Conducted analysis for capital allocation decisions, strategic initiatives, and capital raising
• Oversaw and implemented various small/medium scale M&A projects alongside key responsibilities within larger transactions
• Actively maintained a list of potential acquisition targets and stayed up-to-date on industry trends through regular meetings with industry-related professionals; prepared investment memos and presentations of findings and analysis to the senior management team
• Conducted market research and collected data to support M&A opportunities and operational initiatives

• Worked directly with CEOs and CFOs throughout deal processes to develop go-to-market strategies, build financial models, and create marketing materials
• Reviewed analyst reports and financial disclosures, and conduct detailed company and industry research to maximize transaction potential and reduce undue risk
• Extensive experience in equity and debt deal cycles, including, but not limited to reviewing and negotiating legal and financial documents, performing due diligence, and establish long-term relationships with stakeholders
• Select deal experiences:

Sell-side M&A transaction for a wealth management company – est. CA$100m

• Collaborated with client to enhance internal operations and drive profitability in preparation for the go-to-market strategy, optimizing and maximizing valuation

Capital raise for an Indigenous-focused independent renewable power developer – CA$50m

• Provided advice to the client on strategic and financial matters to drive business growth in a niche and heavily regulated market
• Built a DCF model with detailed capex and revenue drivers with achievable aspirations

Capital raise for a maritime AI software solution - CA$15m

• Worked with the client to develop strategies, forecasts, and marketing materials due to their early stage nature.

• Recruited and trained candidates to establish the newly established Business Intelligence team; spearheaded the initiative to oversee the fund’s key investment performances and establish partnership with international partners
• Leveraged domain knowledge in public and private markets to build complex models supporting fund-level strategic decisions.

• Created investment-driven analytics with big data and cloud technology, which was then adopted throughout the firm in various departments for analysis and forecasting purposes

• Member of the MindMatters, Inclusion & Diversity Council and OUT initiative groups

• Worked with various investment departments and external vendors to identify key data points in daily and long-term movements of the market to mirror the fund’s active portfolios
• Self-taught Tableau to design and create the Market Overview Dashboard to support the fund’s short-term, mid-term and long-term investments
• Led the climate change initiative in researching and developing a public sentiment-based signpost to be used in the signpost framework and Climate Change Dashboard
• Created advanced computations for the real estate sector, government bonds, commodities, ESG indices and policies with PySpark, which provided useful insights for the Research Team and the Economics Forecast Team
• Worked with AWS applications to automate the extensive pipeline of the company-wide Quarterly Economic Forecast; enhanced the data and information coverage with in-depth analyses of equity and fixed income indices