Corporate Finance & Fundraising

A decade of financial advisory — M&A due diligence at KPMG, Series C fundraising for Pharmacity, investment feasibility modeling, and financial planning across Vietnam and the US.

Over a decade in financial services across Vietnam and the US, I’ve led equity-funding and M&A transactions, structured over $50M in capital raises, and delivered financial models that drove real investment decisions.

Chicken Farm Lease-Back — Investment Feasibility

Client: Retail investor group     Type: Freelance

A group of retail investors needed a feasibility analysis for a build-and-lease poultry farm initiative — estimating total investment costs, financing options, and project IRR.

What I did:

  • Gathered and quantified financial and non-financial viability factors
  • Built a financial model to visualize cash flows and capital requirements
  • Conducted stakeholder interviews to validate assumptions and risk factors

Result: Client committed to the investment. By end of 2024, $1.8M deployed across two farm projects.

View Financial Model

Pharmacity Series C Fundraising Advisory

Employer: LMCapital     Type: Sell-side advisory

Built a 10-year financial forecast and unit-economics framework to support Pharmacity’s Series C fundraising pitch.

What I did:

  • Partnered with CFO to map revenue streams, cost structures, and funding requirements
  • Built an Excel forecast linking capital inflows to growth initiatives and valuation outcomes
  • Designed store-level unit economics (transactions, revenue, margin, operating costs)
  • Developed a cohort model segmenting stores into growing (0–3 mo), emerging (4–12 mo), and established (>12 mo) groups
  • Formulated a KPI adoption plan with board-approved metrics

Result: Board approval for all model assumptions and KPIs within two weeks. Forecast integrated into Pharmacity’s management dashboards for the Series C pitch.

Financial Planning & Budgeting — Kindergarten Chain

Employer: Vietnam Investment Group (VIG)     Scope: 8 locations

Developed an Excel-based budgeting dashboard to secure Investment Committee funding for an 8-location kindergarten chain.

What I did:

  • Analyzed historical financials: cost per student, gross margin, opex ratio, ROI per program
  • Performed cost-variance, contribution margin, and break-even analyses
  • Designed a budget allocation model based on enrollment trends, faculty ratios, and capex projections
  • Collaborated with principals to establish KPIs: retention rate, cost per teaching hour, net revenue per student
  • Implemented a performance review framework tying KPIs to staff incentives

Result: $2M Investment Committee drawdown approved for new campus acquisitions. Teacher retention improved from 65% → 85%.

Financial Due Diligence & Audit — KPMG

Type: Buy-side & sell-side M&A Statutory audits Financial services sector

Led financial due diligence and statutory audits for banks, insurers, asset managers, and fintech firms across IFRS and Vietnam Accounting Standards.

Due Diligence highlights:

  • Normalized EBITDA, assessed quality of earnings, reviewed working capital trends
  • Evaluated debt structure, off-balance-sheet liabilities, and liquidity risks
  • Assisted in structuring purchase price adjustments and earn-out mechanics

Selected transactions:

Audit highlights:

  • Planned and executed substantive procedures on revenue, expenses, assets, and liabilities
  • Validated complex valuations: derivatives, loans, investment securities, fair-value measurements
  • Zero significant findings across all engagements; recommended controls adopted by clients

Tools & Skills

Excel Financial Modeling DCF & IRR Analysis Unit Economics M&A Due Diligence IFRS Stakeholder Management

Cover image: Illustration by VectorElements on Unsplash