Bio
Kelvin has 15 years of experience, predominantly across global asset management, buy-side equity research and investment banking platforms. He also has experience in a climate technology startup leading the Series B fundraising round with global and corporate VC investors. His journey within financial services has taken him across highly matrixed MNC banks and Chinese asset management platforms as an investment banker within the former and a DM Equities Portfolio Manager/Analyst for the latter.
M&A Experience
Active Since
2007
No. of M&A Deals
10
Total Deal Value
$7B+ USD
Deal Life Cycle
- Due Diligence
- Valuation
- Strategy
Functional Expertise
- Corporate Finance
- Investment Banking
Industry Experience(s)
- Aerospace & Defence
- Consumer Goods
- Technology
Academic Background
Executive MBA (Kellogg-HKUST) (2020)
BSc International Relations (London School of Economics) (2006)
