John Lee

Bachelor's

Economics

Centerview Partners

Investment Banking Principal

- Assist clients ranging from - $100mm to >$15bn of enterprise value in evaluating strategic alternatives such as M&A and capital - Ranked as the best analyst in cohort and remain highly active in leading teams conducting training for 30+ summer analysts, and 30 - Select Transaction Experience - Sole advisor to one of North America's largest public packaged food companies on a Reverse Morris Trust transaction to create the largest North America-focused packaged food company with enterprise value of - $50bn (paused) - Built an RMT model to sensitize key levers impacting value creation for both client and counterparty shareholders, including relative - Analyzed pro forma leverage and go-forward dividend payout ratios using a merger model to help client's board, CEO and CFO - Sole advisor to Movado on its $100mm-$200mm acquisition of MVMT (closed - Provided client with downside protection in pursuing the largest acquisition in its history by devising a contingent payment - Conducted valuation analyses utilizing DCF models, analyzed the present value of potential tax shields that were expected to be - 15%-30% of the initial purchase price and helped present final conclusions to the board - Sole advisor to Xerox on its merger with Fuji Xerox, creating an industry leader with revenue of - $18bn (cancelled) - Designated by senior bankers to lead creation of integrated merger model robust enough to handle cross-ownership between Xerox and Fujifilm in Fuji Xerox, contemplated special cash dividend of $2.5bn to shareholders at closing and joint ownership in pro forma - Xerox by existing shareholders - Led a team of five analysts and associates and was the only one selected, in addition to a principal, to present updated analytics on - Helped draft public documents to support the transaction merits, leveraging the model to support a value creation potential of 35%+ for Xerox shareholders, driven largely by $1.25bn of identified run-rate cost synergies - Sole advisor to Centerview Capital on its - $435mm sale of Richelieu Foods to Freiberger (closed) - Led the development of a management presentation, collaborated closely with the CEO and CFO to create financial projections - Actively engaged with senior lawyers to draft transaction documentation and improved returns to shareholders, which included - $500k as a result of clarifying an ambiguity in the final draft of the contract, contributing to one - Co-advisor to Xerox on its split into two publicly traded entities with combined revenue of - $18bn (closed) - Prepared board materials, including benchmarking historical performance of Xerox against that of its peers, in order to inform goforward - Other Transactions Include: Activist defense for one of the world's largest spirits companies (completed