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Carmen Chan

Carmen Chan

Associate Director, Investment Banking

UBS Investment Bank

Associate Director, Global Consumer Products & Retail, UBS Investment Bank





UBS Investment Bank

Associate Director, Investment Banking

Client coverage banker for Consumer Products & Retail companies in the EMEA region with a focus on Luxury, Retail and eCommerce.

I am responsible for:
* Transaction execution (M&A, capital markets): day-to-day project management, support due diligence processes, document preparation, transaction negotiations and liaising with relevant counterparts at the client / other advisers (accounting, legal, consultants, public relations)
* Understanding my client base and identifying investment and strategic opportunities for them
* Staying-up-to-date on key market developments and relevant market dynamics for the broader sector
* Completion of valuation models on companies/investment opportunities, and analytical / benchmarking exercises on the sector
* Preparation of presentation books, management presentations, Board materials, Memorandums, and other presentation materials for use in strategic client dialogue, M&A or capital markets transactions
* Supervision of analysts and interns on projects
* Training, coaching and mentoring of junior bankers

Career medium 06
Career medium 01

UBS Investment Bank

Investment Banking Analyst

Client coverage banker across the Australasia and Asia-Pacific regions with a focus on Media, Entertainment and Technology.

*Telecommunications, Media & Technology, Sydney (2012 - 2013)
*Consumer Products & Retail, Melbourne (2011 - 2012)

I completed 6 landmark transactions across Asia Pacific with cumulative value in excess of US$5.0bn:

* Advised CHAMP Private Equity on the sale of a 75% stake in Manassen Foods to Chinese SOE, Bright Food (2011)
* Advised Wilmar on its 10% on-market acquisition of shares in Goodman Fielder (2011)
* Advised CVC on the sale of Ticketek and Allphones Arena during the Nine Entertainment Co debt restructure process (2012 - withdrawn)
* Advised Fairfax Media on its $700m block trade of its 67% stake in New Zealand online marketplaces company, TradeMe Ltd (2012)
* Advised casinos and integrated resorts operator, Crown Ltd, on its $500m subordinated debt issuance (2012)
* Takeover defence advisor to Consolidated Media Holdings on its acquisition by News Corporation (2012)
* Advised Nine Entertainment Co on securing its international cricket rights with Cricket Australia and associated affiliation agreements with WIN (2013)


Adelaide Business School

Graduate Teaching Assistant

*Assisted the Head of Finance as a graduate teaching assistant. I was responsible for teaching tutorials and administering / grading exams and other assessments to graduate and undergraduate students in Finance subjects.

Career medium 05

Mallesons Stephen Jaques

Summer Associate, Mergers & Acquisitions

Completed a legal clerkship in the Hong Kong practice of a leading international corporate law firm


Investment Banking Summer Analyst

Completed a 10-week internship in the Mergers & Acquisitions division

South Australian Parliament

Energy Policy Intern to Hon. Michael O'Brien, MP

Conducted research on geothermal energy with responsibility for educating the Minister on energy-related policy matters

Beijing Language and Culture University

Summer School, Mandarin

University of Adelaide

Bachelor of Laws with Honours (LLB.)

University of Adelaide

Honours in Bachelor of Commerce (Hons.B.Com.), Finance

University of Adelaide

Bachelor of Arts (B.A.), Political Science and Government

University of Adelaide

Diploma of Languages, Mandarin Chinese

Pembroke School

International Baccalaureate