Jiaxi F.

Experience

• 

  BlackRock

  Sept 2008 - Mar 2009

  Business Development Co-op

  - Supported portfolio management group, cash management group and equity traders on various projects- Generated Liquidity Projection reports and Top Ten Most and Least Profitable Positions report to assist senior management in managing liquidity risk

• 

  Hirtle, Callaghan & Co.

  Sept 2010 - Mar 2011

  Private Equity Research Co-op

  - Screened and performed due diligence on over 70 private equity funds- Analyzed industry trends using business publications, annual reports and financial filings- Monitored portfolios through investor calls, quarterly reports and annual meetings

• 

  Hamilton Lane

  Mar 2011 - Sept 2011

  Investment Team Co-op

  - Screened and wrote investment memorandums of over 100 private equity investment funds including buyout, real estate, venture, debt, energy and infrastructure - Regularly attended meetings with General Partners for screening and portfolio monitoring- Conducted qualitative and performance analysis using financial models, internal databases and benchmarking tools

• 

  William Yetke Real Estate Consultants & Appraisers

  Sept 2011 - Feb 2013

  Commercial Real Estate Appraiser

  - Valued retail, office, industrial, land, and special purpose properties for financing, investment decisions, litigation, risk analysis, portfolio allocation, tax appeal, and lease negotiations- Utilized Income Approach, Sales Comparison Approach, and Cost Approach- Wrote Uniform Standard of Professional Appraisal Practice (USPAP) compliant appraisal reports- Involved in business development, writing bid proposals, and managing client relationships

• 

  KPMG

  Feb 2013 - Nov 2014

  Senior Associate, Valuation & Corporate Development

  - Performed financial modeling and analysis of KPMG LLP’s potential acquisition targets- Worked with target’s management team, Executive Team, Corporate Development Team, and Finance and Accounting Team to develop various valuation inputs and assumptions- Developed presentation for review by the acquisition committee - Performed valuation of companies for ASC 805 Business Combinations in relation to M&A - Responsible for writing valuation reports, review memorandums and final client deliverables- Reviewed various companies’ valuation models and third party appraisals for fair value measurement Show less

• 

  Tyco

  Nov 2014 - Jan 2017

  - Selected to be part of the integration management office (IMO) responsible for real estate integration of Johnson Controls and Tyco International (combined revenue of $30 billion)- Developed of three-year real estate strategic roadmap for merger with Johnson Controls with ~2,000 locations globally- Oversaw various work streams and held weekly meetings to ensure initiatives are on track and issues are resolved quickly- Built model for analyzing consolidation options, synergy estimates and P&L impact for integration and restructuring costs- Worked closely with HR, legal, marketing, IT, finance, compliance, manufacturing distribution, and tax to identify and resolve interdependencies- Led global initiative of rebranding ~50,000 Tyco employee ID/access badges to Johnson Controls standards Show less - Performed financial analysis and modeling of potential acquisitions and strategic divestituresEvaluated strategic fit and identify risks, opportunities, revenue, and cost synergies/ dis-synergies- Performed sensitivity analysis, scenario analysis, and various return metrics including IRR, cash-on-cash, accretion/dilution- Evaluated and completed acquisitions and divestitures in U.S., Middle East, South America, and APAC - Worked closely with legal, accounting, tax, HR, and external advisors on due diligence activities and post-acquisition integration planning- Created presentation and approval packages for executive team and quarterly Board of Directors meeting Show less

  • Program Manager, Johnson Controls/ Tyco Integration

    Apr 2016 - Jan 2017

  • Senior Analyst, Mergers & Acquisitions

    Nov 2014 - Jan 2017
• 

  Ascensus

  Jan 2017 - May 2021

  Manager, Corporate Development & M&A

  - Core member of a small, newly formed three-member M&A team that executed over 36 deals in 34 months- Led strategic initiatives including working with outside consultants and internal teams to articulate the strategy and operationalize its execution and track performance- Advanced thought leadership by developing strategy for potential market adjacencies and product expansions- Built out and institutionalized M&A process by standardizing valuation model and due diligence requests, implementing a data room/ integration project management solution, and improved various internal processes for M&A acceleration- Responsible for all aspects of M&A including deal sourcing, valuation, LOI, due diligence, negotiations/structuring, close, and Day 1 planning - Oversaw deals database and responsible for consistent pipeline growth by attending industry conferences, sending outreach e-mails and leveraging advisor relationships- Responsible for deal approval documents and quarterly board meeting presentations Show less

• 

  Independence Blue Cross

  May 2021 - Sept 2022

  Director, Corporate Development & Strategic Investments

  - Lead corporate development and strategic investing activities - Identify, analyze, recommend and execute mergers, acquisitions, strategic partnerships to optimize IHG’s financial & market strength - Lead strategic investing by identifying focus areas, sourcing, due diligence, and negotiation of potential strategic investments in early-stage healthcare startups- Support capital planning and capital allocations decisions

• 

  Duck Creek Technologies

  Sept 2022 - now

  Sr. Director & Head of Corporate Development

  In my role at Duck Creek Technologies, I led the corporate development team, focusing on strategy, mergers and acquisitions (M&A), and driving continuous improvement. I played a key role in guiding M&A activities and integration achievements. Collaborating closely with the product strategy team, we developed a growth strategy that enhanced market competitiveness and diversified revenue sources.Key Achievements:- Developed and executed a comprehensive M&A strategy, introducing efficient processes and enabling swift acquisition execution post-LOI.- Successfully managed the integration of a French acquisition, optimizing workstreams and renegotiating transition service agreements, resulting in completion within six months while retaining key customers and employees.- Led a 5-member team, providing strategic direction and mentorship to align with and achieve key business goals. Show less