Lily Tang

Bachelor's

Finance

Opes Group

Investment Banking Intern

▪ Evaluating 2,500+ capital providers and their investment mandates based on criteria such as geography, industry focus, and minimum deal size within the middle-market; generating comprehensive Excel spreadsheets of leads for multiple live deals ▪ Managing data rooms and supporting the due diligence process; documenting meeting minutes during client & investor calls ▪ Organize and facilitate 30+ investment banking workshops, utilizing Wall Street Prep and preparing PowerPoint decks ▪ Selected Transaction Experience: o $500mm M&A Transaction of a Consumer Discretionary Company ▪ Assisting in valuation analysis and in the creation of marketing materials (including pitch decks and CIMs) o $200mm Private Credit Capital Raise ▪ Coordinating with internal and external stakeholders to streamline the investor outreach process