Reference case
Representative past projects (anonymized) of core team members
Financing
Strategic investment in a leading new-consumption enterprise
Participated in a strategic financing round for a leading new-consumption brand (women's apparel niche), partnering with prominent institutional investors to execute equity investment. Delivered industry research, valuation analysis, investment decision support, and negotiation assistance.
IPO Diagnosis, Due Diligence, and Strategic Recommendations for a Leading Consumer Enterprise
Provided pre-IPO diagnostics, financial due diligence, and listing strategy recommendations to a leading consumer company, helping streamline financial compliance, optimize governance structures, and deliver expert support for capital market planning.
Equity Repurchase by a Startup
Assisted a startup in executing an equity buyback from prominent strategic investors (including top-tier internet companies and leading VC firms), providing support in transaction structuring, valuation negotiation, and closing execution.
Assist a state-owned bank in acquiring an overseas bank subsidiary
Provided cross-border M&A advisory services to a major state-owned bank, supporting its acquisition of an overseas banking subsidiary. Services included due diligence, valuation analysis, and transaction structuring.
Assisted a state-owned bank in acquiring a South American bank.
Provided financial due diligence and negotiation support to a state-owned Chinese bank for its cross-border acquisition of a South American bank, coordinated multiple intermediaries, and ensured the successful completion of the transaction.
Real estate group acquires Hong Kong life insurance company
Provided M&A advisory services to a major real estate group for the acquisition of an Hong Kong life insurance company, including exclusive bancassurance channel rights; assisted in transaction negotiations and closing.
State-owned enterprise group bids to acquire Hong Kong Life
Provided advisory services to a state-owned enterprise group for its bid to acquire Hong Kong Life Insurance, including assessment of exclusive bancassurance channels and transaction structuring.
Anchor Investment by an Investment Firm in a State-Owned Reinsurer
Provided advisory services to a leading investment firm participating in the anchor investment for a state-owned reinsurer's IPO, assisting with investment decision-making and transaction execution.
Assist a rural commercial bank in introducing a central state-owned enterprise as a strategic investor.
Provide strategic investor onboarding services for a rural commercial bank, including financing strategy development, investor matchmaking, and transaction structure design to bring in a central state-owned enterprise as a strategic investor.
Assist a financial holding group in introducing strategic investors to its payment subsidiary.
Support for a payment subsidiary under a financial holding group in introducing strategic investors, including valuation analysis, investor matchmaking, and transaction negotiation assistance.
Audit/Finance
Annual Audit and Internal Control Audit for a Joint-Stock Bank
Led annual audit and internal control audit engagements for a joint-stock commercial bank, providing audit and consulting services.
London Lloyd's Syndicate Audit and Consulting
Provided annual audit and consulting services for Lloyd's of London Syndicate.
Annual Audit of a Joint-Venture Life Insurance Company
Provided annual audit services for a Sino-foreign joint venture life insurance company, including financial statement audits and compliance reviews.
Compliance / Internal Control
Establishing an Internal Control System for a Securities Firm
Designed and implemented a comprehensive internal control system for a securities firm and its futures subsidiary to ensure regulatory compliance.
Internal Control Development for a Hong Kong Subsidiary of a Securities Firm
Establish an internal control system for a Hong Kong subsidiary of a securities firm, coordinating regulatory requirements between mainland China and Hong Kong.
Internal Audit Consulting for a Life Insurance Company
Provided internal audit consulting services to a major life insurance company, assisting in enhancing audit processes and risk management systems.
Compliance System Development and Operations for a Leading New Media Enterprise
Established a compliance management system for a leading new media enterprise, covering content compliance, data security, and labor employment, while providing ongoing compliance operation support.
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