DANIEL J.

YAO
2467 Rte 10 Bldg 39-1A | Morris Plains, NJ 07950 | Phone: 860-705-3670 | Email:
jy612@stern.nyu.edu
EXPERIENCE
OBERON SECURITIES, LLC (A boutique investment bank specializes in Capital Raisi
ng and M&A)
Associate, Investment Banking
New York, NY
2008-Present
* Executed the deal process from preparing pitch book, conducting due diligence,
building financial models, pro-forma merger analysis, DCF and COMPS valuation t
o constructing deal terms
Selective deals:
* $840 million M&A transaction for Select Staffing Co. and Atlas Acquisition Hol
ding Corp. (SPAC)
* $60 million sell-side transaction for an international footwear company in sal
e to a leading private equity firm
* $25 million equity financing for a U.S. luxury brand footwear company
* $12 million PIPE transaction for a Chinese footwear company
* Evaluated start-up companies' business and marketing plans, calculated their f
inancing needs through the use of financial modeling and identified potential in
vestors or lenders; Efforts resulted in 2 successful financings to the business
clients
* Provided valuation services for hedge funds on their investments using DCF, tr
ading COMPS and Comparable Transactions methods, and CapitalIQ and other databas
e tools
* Managed and trained 3 analyst interns, oversaw their projects and daily respon
sibilities, and provided feedbacks to senior managers
CHINA CONSTRUCTION BANK
Associate Intern, Investment Banking
Liao Ning, China
Summer 2008
* Researched over 50 target companies that needed short-term debt financing usin
g internal databases and screening criteria including revenue, EBIT, interest co
verage ratio and debt ratio
* Pitched, advised and executed $350 million short-term debt financing for BenXi
Steel Co. in 4-person team
* Marketed short-term corporate bonds to both retail and institution customers,
projected to generate $5 million in sales
CHURCH HILL CLASSICS
Manager, Management Information System 2004-2008
Analyst, Management Information System 2003-2004
Monroe, CT
* Led 4 cross-functional project teams to design and implement new applications
resulting in 15% cost savings
* Created Payback and NPV models to evaluate company's Enterprise Resource Plann
ing systems project and identified the optimal investment choice
* Developed tools to forecast market size and company revenues for senior manage
ment team, reducing forecasting error from 12-15% to less than 10%
EDUCATION
LEONARD N. STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY
Master of Business Administration degree
New York, NY
2009
* Concentration in Finance and Corporate Finance
* Top 10 percent in Modeling Financial Statements, Valuation, M&A, Firm Restruct
uring and Private Equity Finance class
* Completed Financial Modeling training in "Training The Street"
WESTERN CONNECTICUT STATE UNIVERSITY
Bachelor of Arts degree
Danbury, CT
2003
* Major in Mathematics and Computer Science
* Graduated with Cum Laude; 3.7 GPA
* President of Western Connecticut State University Chinese Association
ADDITIONAL INFORMATION
* Graduate Finance Association, Stern Private Equity Club, Association of Invest
ment Management and Research
* Tennis: champion of the 2008 Western Connecticut Chinese Association Tennis To
urnament
* Badminton: second place in 2009 New York University Badminton Club Tournament
* Board Member of Western Connecticut Chinese Association, member of Connecticut
Chinese Basketball Team