Professional Highlights:

• Advised founders on exit planning, financial and operational improvements, narrative development, purchase agreement negotiation, and post close transition

• Executed 12 tuck-in acquisitions including post-close integration at a $2 billion PE-backed platform

• Partnered cross functionally to drive synergy realization through margin improvement initiatives and operational efficiency gains

• Embedded strategic partner to $900M founder-led company leading M&A strategy, pipeline development and buy side diligence for platform expansion

• Built FP&A infrastructure for board and lender reporting, strategic planning, budgeting & forecasting; implemented buyer-ready GAAP frameworks

• Fluent in Mandarin with cross border M&A and Asia sourcing capabilities

• CPA | MBA, USC Marshall | Big 4 audit (EY)

After completing 30+ M&A transactions across advisory and PE-backed platforms, I kept seeing the same pattern: deals got delayed or lost value because companies weren’t buyer ready - clean financials, defensible story, and scalable infrastructure. They needed operator-turned-advisors who could both think strategically and deliver on the messy reality.

That's why I built Era Advisory. I help founders prepare for exit and bring financial discipline to PE-backed companies scaling through M&A. From exit planning through post close integration, I build the infrastructure that creates value during transitions. The difference: I've closed deals, integrated teams, and owned the outcomes.