1. Wade Ye 1244 Bunker Hill Blvd. #204
Columbus, OH 43220
ye.weian2015@gmail.com (917)-689-2037
WORK EXPERIENCE
Lawrence, Evans & Co.
Investment Banking Analyst
Columbus, OH
May 2013 – Present
 Analyst on 11 transactions, including sell-side and buy-side M&A, restructuring, and debt and equity financings
 Prepared valuation analyses and built three statement financial models for use in CIMs and client presentations
Selected Transaction Experience:
Sale of $6.0MM Onsite Infusion Center
 Responsible for company valuation, CIM, and teaser in sale of privately owned specialty infusion services company
 Worked closely with management to develop materials and assess bids’ value and financing impact on seller
 Researched and contacted potential buyers (pharmaceutical companies and local hospitals) and received 5 bids
Sale of $1.8MM Mobile Ancillary Healthcare Provider (closed)
 Advised on fire sale of nursing home healthcare provider seeking funds to pay down governmental liens
 Managed due diligence process including organizing all communication and creating all marketing materials
 Analyzed marketing, customer, operating, and cost synergies with buyer (IT service company for nursing homes)
Potential $3.0MM Acquisition of a Healthcare Revenue Cycle Management Company
 Initiated contact with acquisition targets by cold calling and mailing over 160 companies based on size and geography
 Recommended 5 potential targets to client and conducted additional due diligence on 2 potential acquisitions
$1.0MM Financing for Early Stage Consumer Technology Company
 Advised consumer technology company on licensing deal of software to major home appliance company
 Built three statement financial model and scenario analysis assessing impact on revenue and earnings growth
Refinancing of $22.0MM Bond for Retirement Community (closed)
 Explored taxable and tax-exempt financing options for non-profit continuing care retirement community
 Refinanced 30-year variable rate demand revenue bond backed by letter of credit for senior bonds secured by property
AlphaMetrix360, LLC
Hedge Fund Portfolio Accountant
Columbus, OH
August 2013 – October 2013
 Monitored flow of funds within certain hedge fund and investment portfolios and reconciled cash and security positions
 Reviewed portfolio status daily and recorded accounting and transactions (equities, bonds, options, FX, and mortgages)
EDUCATION
The Ohio State University – Fisher College of Business
Bachelor of Science in Business Administration; Finance Major and Japanese Minor
Columbus, OH
May 2013
 Cumulative GPA: 3.97/4.00 | Dean’s List all quarters and semesters | Math SAT: 770
 Beta Gamma Sigma International Honor Society | Passed all three levels of CFA Program
 Relevant Coursework: Corporate Finance, Accounting, Options and Futures, Fixed Income, Global Finance, Money and
Banking, Wall Street Prep Modeling Course
LEADERSHIP
International Undergraduate Future Orientation
Event Director
Columbus, OH
November 2009 – May 2012
 Set up orientations for 200+ students to learn about the U.S. business environment and meet Columbus employers
 Mentored incoming international students during their transition into Ohio State University
 Directed cultural ceremonies for international students to celebrate their heritage
Medical College of the University of Cincinnati
Lab Volunteer
Cincinnati, OH
November 2009 – December 2009
SKILLS AND INTERESTS
Wall Street Prep: Received training in financial modeling including DCF, LBO and Accretion/Dilution analysis
Languages: Mandarin (Native), Japanese (Intermediate)
Other Technical Skills: Bloomberg, Microsoft Office
Interests: Reading, Basketball, International Travel, Music, Movies