About
Susy Xu is a Vice President at Bregal Milestone focused on growth equity investment. She has worked across financial services with expertise in investment banking, ESOP and ERISA transactions, business valuation, corporate finance, and accounting.
Experience
- Bregal MilestoneVice Presidentcurrent2025 — presentGreater London, England, United Kingdom
- Bregal MilestoneInvestment Associate2022 — 2024Greater London, England, United Kingdom
- AllsharesBoard Membercurrent2025 — present
- Morgan StanleyInvestment Banking Associate2020 — 2022London, England, United Kingdom
- Morgan StanleyInvestment Banking Summer Associate2019
- Stout Risius RossAssociate - ESOP & ERISA Advisory Services2017 — 2018Greater Chicago Area
- Stout Risius RossAnalyst - ESOP & ERISA Advisory Services2015 — 2016Greater Chicago Area
- Stout Risius RossAnalyst - Valuation Advisory2014 — 2015Greater Chicago Area
- EYSenior Assurance Associate2011 — 2013Greater Chicago Area
- EYAssurance Intern2010Greater Los Angeles Area
- China Central TelevisionTelevision Production Intern2009Beijing City, China
- Merrill LynchGlobal Wealth Management Intern2009Greater Los Angeles Area
- AIAField Coach, Bank Assurance Department2008Beijing City, China
Education
- IESE Business SchoolMaster of Business Administration - MBA2018 — 2020
- University of Southern CaliforniaBachelor of Science (BS), Accounting2007 — 2011
Skills & more
External Audit3US GAAP4Financial Accounting4CPA3SOX 4042Sarbanes-Oxley Act3Internal Controls2Valuation2Business Valuation3Financial Analysis3Corporate Finance1DCF3
+1 more
Microsoft ExcelLanguages Chinese · English · French
From Susy's professional profile.
Same school
Also attended IESE Business School153
Carlos ContiManaging Partner at Inveready Technology Investment GroupRobin LiInvestor at GGV CapitalDan LupuInvestor at Earlybird Venture CapitalSamuel GilCEO & General Partner at JME VenturesRiley RodgersVenture Partner at Valia VenturesPablo VenturaInvestor at Kfund
+ 147 more
Also attended University of Southern California343
Shaun MaguirePartner at Sequoia CapitalDamir BecirovicInvestor at Index VenturesVojtech HornaInvestor at Index VenturesNatalie VaisInvestor at Spark CapitalErica BresciaManaging Director at Redpoint VenturesDylan PearcePartner at Greycroft
+ 337 more
Shared employers
Also worked at Bregal Milestone7
Terkel DouglasPrincipal at Scale CapitalOliver T. BussmannBoard Advisor at Blockchain Valley Ventures, LlcSebastian CharpentierPrincipal at Bregal MilestoneEmmanuel de CroÿManaging Director, Milestone Performance Partners at Bregal MilestoneRob HetheringtonPartner & Head of Milestone Performance Partners at Bregal MilestoneIan KwokPartner at Bregal Milestone
+ 1 more
Also worked at Stout Risius Ross7
Nansi NistorovaManaging Director at GP BullhoundChris StallmanManaging Partner at Fontinalis PartnersFarah DaouPrincipal at Moonshots CapitalMaggie McKennaInvestor at Friends Family CapitalMichael GerszonoviczAssociate at FrontenacMichael GrossManaging Partner at Beringea
+ 1 more
Also worked at EY981
Tyler WilsonSenior Accountant at Felicis VenturesSandra SchwarzerInvestor at Index VenturesLinn Hege AuneInvestor at InvestinorTorjusInvestor at InvestinorAngela ToyPartner & COO at Golden Gate VenturesMahesha SubramaniamHead of Client Relations at Golden Gate Ventures
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+ 975 more
Also worked at Merrill Lynch398
Hans TungManaging Partner at Notable CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalNoorPartner at Clear VenturesKesha CashFounder & General Partner at Impact America FundAftab MathurManaging Director at Temasek at Golden Gate VenturesAndrew WallaceVice President, Revolution Growth at Revolution
+ 392 more
Colleagues at Bregal Milestone
Cyrus Shey
Managing Partner at Bregal Milestone
Emmanuel de Croÿ
Managing Director, Milestone Performance Partners at Bregal Milestone
Ian Kwok
Partner at Bregal Milestone
Rob Hetherington
Partner & Head of Milestone Performance Partners at Bregal Milestone
Sebastian Charpentier
Principal at Bregal Milestone