Mr. Lo leads M&A strategy engagements across the deal lifecycle, including operational due diligence, transaction (integration/separation) execution, and performance improvement (PI). He also focuses on standalone cost and synergy assessments for complex transactions and carve-outs and leads execution and PI-related engagements, including sign-to-close and integration planning, organizational design and restructuring, margin expansion improvement, SG&A cost reduction, and supply chain operational performance improvement in procurement (strategic sourcing), logistics, and distribution.

Mr. Lo’s recent operational due diligence engagements include managing the standalone and performance improvement take-private assessment for a $500 million publicly traded American cybersecurity firm; the carve-out/standalone assessment of a $1 billion leading global cybersecurity company focused on detecting cyberattacks; and the carve-out and synergy assessment of the enterprise products business of a $2.9 billion global security software company.

Mr. Lo managed the carve-out/standalone assessment of a $1.4 billion technology provider of U.S., State, and local health and human services, delivering business technology enabled solutions for Medicaid related health programs and supporting separation activities for Day 1 readiness during sign-to-close period. Mr. Lo also led a standalone take-private and carve-out assessment of a $2.3 billion publicly traded global technology and services firm focused on technologies and services across commercial, defense and security markets.

Prior to joining A&M, Mr. Lo spent twelve years with KPMG and EY in San Francisco in their Strategy and M&A Services groups, focusing on transaction advisory, supply chain and operations performance improvement. He began his career in software development and implementation at IBM and Manhattan Associates.

Mr. Lo earned a bachelor’s degree in industrial and systems engineering from Georgia Institute of Technology and an MBA from Georgia State University.