Zachary. G

• Conducts research on industries/companies on assigned topics.
• Prepares presentation material and reports for both internal and external use.
• Attend meetings with customers to exchange information and discuss their strategic/financial needs, managerial challeges, possible solutions, including M&A, minority investment, and busines alliance.
• Support Associate/VP/Director to conduct research and prepare materials.
• Covers specific industries/costomers to originate business opportunites for SMBC Group.

• Working on sell-side, buy-side and capital raising deals in all stages of execution.
• Performing valuation of businesses, investment funds’ portfolios, for mergers and acquisitions(M&A), restructuring and financial advisory.
• Producing and analysing financial models and assessing commercial data and assumptions Supporting business development initiatives, including the proposals, market research, industry & company profiles.
• Building and maintaining client relationships before, during and after engagements.
• Working closely with Partners and Managers on client management and business development

• Analyze and evaluate financial statements, calculate the cycle of capital operation, analyze and investigate operations, risk control.
• Conduct structural analysis and sensitivity analysis to determine the trend and reason of business development and its changes.
• Comparing similar company transactions, conducting DCF valuation, collaborative team analysis and competitor analysis
• Check the financial data disclosed in management discussion and analysis, profit report
• Analyze relevant financial ratios, and analyze changes in important financial data of customer

• Perform due diligence for corporate clients Work with deal teams with bankers and experts from other areas of the firm
• Conduct complex financial analysis and related industry research.
• Assist in data mining, benchmarking, etc.
• Prepare client presentations and marketing materials.

Relevant Coursework: Principle of Accounting, Mathematics 1, Microeconomics, Macroeconomics Principle of Banking and Finance,Elements of Social Psychology, Audit and Assurance, Financial Reporting, Management

• The merger is expected to create significant synergies, as the consultancy firm can provide expertise in project management and cost optimization, the construction firm can provide engineering and construction services, and the oil firm can provide access to energy resources.
• The new entity will have a diversified portfolio, with operations in multiple sectors and geographies, providing stability and growth opportunities.
• The merger is expected to result in cost savings of $200 million per year, due to the elimination of duplicate functions and improved operational efficiency.