BRIAN SONG

Bachelor's

Finance

Statistics

VMG PARTNERS

Associate

1. Manage portfolio investments by monitoring financial performance and collaborate with C-Suite to implement strategic initiatives • 2. Screen potential investment opportunities by conducting preliminary analyses and dialogue with entrepreneurs and banks • 3. Selected Transaction Experience: • 3.a) Portfolio Management of Humm Kombucha LLC, a leading manufacturer and seller of Kombucha products • 3.a.1) Build operating model with bottoms-up by SKUs and key accounts to evaluate capital needs under different scenarios • 3.a.2) Spearhead transition of the finance team and support management team with ad-hoc analyses and reporting requirements • 3.a.3) Prepare materials for investment committee focusing on evaluating different financing alternatives and strategic paths • 3.b) Acquisition of Popchips, Inc. and Launch of Velocity Snack Brands, a snacking platform • 3.b.1) Manage cross-functional due diligence process and directly engage with seller, target's management, and legal counsels • 3.b.2) Assist current sales team in conducting sell-through analysis for category review and promotional programs • 3.b.3) Support newly appointed CEO throughout the deal process to ensure successful transitioning and structural changes