Corporate Investment Advisory

We provide value-for-money corporate finance advisory services to technology startups and pre-IPO growth companies. Our solutions are designed to meet global standards, combining strategic insight, financial expertise, and cross-border execution to help businesses scale and globalize.
A laptop and smartphone are placed on a wooden table. Both devices display financial charts and data, suggesting involvement in stock trading or market analysis. The setting appears to be indoors with natural light coming through a window.
A laptop and smartphone are placed on a wooden table. Both devices display financial charts and data, suggesting involvement in stock trading or market analysis. The setting appears to be indoors with natural light coming through a window.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Buy-side and sell-side M&A and Equity Investment Deal Making

  • Key terms negotiation

  • Valuation and modeling

  • Finance due dilligence

  • Post-investment portfolio

Capital Raising & Structuring

  • Equity financing (A to Pre-IPO round fund raising)

  • Debt financing (loans, structured credit)

  • Offshore fund setup and operation

  • Optimal capital structure advisory

Business Globalisation Advisory

Your trusted finance partner for global growth — bringing world-class standards, strengthening resilience, and enabling confident global investment.

Cross-boarder Investment

Globalized Standard Finance Management
  • Strategies for international business expansion

  • Legal entity planning and setup

  • Tax advisory

Cross-boarder Setup

  • Offshore fund investment

  • Minority equity investment

  • Joint venture and strategic alliance

  • Finance Planning and Analysis

  • Internal control and corporate governance

  • Fraction CFO service

IPO and Debt Advisory

Your partner in navigating IPOs and corporate debt markets for optimal growth.

Pre-IPO Readiness

Ensuring compliance with IFRS/GAAP and internal controls for successful IPOs.

Exchange Listing Advisory

Expert guidance for listings on HKEX, SGX, NASDAQ, and SPAC structures.

Corporate Debt Solutions

Connecting your business ambitions with capital market expectations in Hong Kong and Singapore.

FAQ

Tell me an example of equity investment deal making advisory service.

For instance, should a publicly listed company express interest in acquiring your organization, we are equipped to assist you as a financial advisor. Our services include negotiating key terms and conditions, determining valuation, establishing a selling price, and managing post-acquisition retention strategies and stock options until the completion of the deal. We are committed to providing exceptional value for your investment and ensuring a mutually beneficial agreement is reached.

I am a CEO of a A-round tech startup. How can you help me ?
What is your team’s background?
I hope to bring my company for IPO. But I do not know where to start and how to make a successful IPO ?
I want to expand my business globally, how can you help me ?

We are a team of finance experts with over 20 years of corporate finance experience acquired from leading Fortune 100 companies and financial institutions. Our professionals possess extensive knowledge and practical experience, enabling us to assist SMEs in growth and facilitate their transition to IPO or global expansion.

We are equipped to assist you in structuring your business value chain for expansion, including optimal locations for intellectual property, human resources, and sales entities, as well as planning for government incentives. Our goal is to ensure your expansion is strategically planned and cost-effective.

We provide comprehensive support in fundraising as a full-service finance advisor, not merely an intermediary agency. Our focus is on ensuring that your intrinsic value is clearly presented to potential investors and accurately reflected in pricing strategies. Additionally, we offer fractional CFO services to enhance your investors' confidence in your financial management practices.

We are here to serve as your foremost IPO ambition advisor. Our expertise can guide you in navigating the IPO journey and initiating the planning process as soon as you conceive your vision. Following a comprehensive evaluation, we will provide strategic recommendations regarding the path forward, associated costs & benefits. At the appropriate time, we will partner with you throughout the IPO process to ensure your preparedness. Furthermore, we will assist you in selecting the most suitable sponsor, underwriter, legal counsel, and other service providers. Our focus is to facilitate effective risk management, optimize your value and interests, and ensure successful execution. We are committed to helping you allocate resources effectively, ensuring that funds are utilized at the optimal moment and with the right stakeholders.