Provide full-cycle cross-border capital services, empowering enterprises to achieve value escalation and global expansion via global capital markets.
Committed to building a leading one-stop cross-border capital investment institution in the Asia-Pacific region.
Leveraging licensed Hong Kong corporations within our group holding SFC Type 1, 4, 6 and 9 regulated licenses, we establish a full-cycle standardized capital service system for Hong Kong-listed market. Our business scope covers listing advisory and institutional financing consultancy, placement and rights issues, refinancing, industrial M&A and restructuring, as well as post-listing capital market value management. We also provide regular compliance-based investor relations operation and maintenance, together with medium-to-long term corporate capital planning. Adhering strictly to the regulatory requirements of Hong Kong’s capital market throughout all procedures, we professionally empower enterprises to enhance capital value and achieve long-term sustainable development.
Service List：
Listing Preparation & Institutional Financing Advisory Secondary Market Placement & Seasoned Equity Offerings M&A and Restructuring Financial Advisory Investor Relations Management & Value Communication Compliant Investor Relations Operation & Maintenance Corporate Capital Planning Cross-border Financing Advisory Special Guidance on Suspension and Resumption of Trading Others.
We hold the compliant qualification as an SEC Registered Investment Advisor (RIA) and provide compliance consulting for IPOs on the New York Stock Exchange and Nasdaq. Our offerings include SPAC merger listing matchmaking, SEC compliance advisory, special advisory services for cross-border M&A, and US securities investment consultation. Supported by licensed and compliant asset management services, we connect with overseas institutional investor resources to smooth the compliance pipeline for Chinese enterprises seeking listings in the United States. All services are implemented in full compliance with the regulatory requirements of the US capital market.
Service List：
NASDAQ / NYSE Listing Advisory SPAC Listing Structure Consultation & Resource Referral SEC Compliance Consulting Special Advisory for Cross-border M&A AUM-based Compliant Asset Management US Securities Investment Advisory US Stock Market Capitalization Management Services Global Institutional Capital Matching US Listing Advisory US OTC Listing Services Others
Backed by SFC Type 9 Asset Management License in Hong Kong, private fund manager qualification and US RIA license, we have established a global investment research and screening system to prudently select overseas hedge funds, private credit, private equity and compliant alternative assets. We construct cross-regional, multi-strategy diversified investment portfolios tailored to clients’ risk appetite. Within the dual compliance frameworks covering mainland China and overseas jurisdictions, we achieve balanced allocation of diversified assets and continuously control portfolio volatility risks.
Service List:
Global Hedge Fund Selection Private Equity & Private Credit Fund Selection Diversified Alternative Asset Allocation Cross-border Multi-strategy Asset Portfolios Assistance with preparation of QFLP/QDIE/ODI filing documents and process coordination Others.
Leveraging the financing service capabilities under Hong Kong Type‑6 License and the cross‑border tax compliance team, we provide registration and establishment of offshore entities in the Cayman Islands, BVI and Hong Kong, and professionally design Red‑chip and multi‑layer SPV holding structures. In compliance with domestic and overseas fiscal‑tax and foreign exchange regulatory rules, we customise top‑level structural solutions for enterprises going global, and deliver end‑to‑end support ranging from entity setup to daily compliance operation and maintenance, enabling compliant and well‑organized operation of cross‑border structures.
Service List:
Red-chip Structure Establishment Cross-border Compliance & Tax Planning Registration & Establishment of Offshore Entities Multi-layer SPV Structure Design Top-level Structure Planning for Global-oriented Enterprises Others.
Drawing on trust licenses, Hong Kong SFC Type‑9 Asset Management License and global compliance service network, we provide high‑net‑worth clients with offshore family trust establishment, asset segregation and inter‑generational inheritance planning, alongside turn‑key setup services for single‑family offices. We integrate services including global asset allocation, cross‑border tax planning and family governance structure design, and build a global family wealth management system with risk‑isolation planning pathways for sustainable operation under compliant mechanisms.
Service List:
Offshore Family Trust Establishment Single Family Office Services Family Asset Segregation & Succession Planning Global Diversified Asset Allocation Comprehensive Development of Family Governance Framework High-net-worth Community Resource Integration & Empowerment Others.
By leveraging the group’s licensed Hong Kong corporations holding SFC Type 1 and Type 6 regulated licenses, we deliver cross-border investment and financing advisory services for real economy enterprises. Our scope covers offshore US dollar bond issuance, financial advisory for cross-border M&A, and fund matching for cross-border syndicated loans. We connect diversified funding channels including domestic and overseas banks, industrial funds and institutional investors to meet enterprises’ capital demands for global expansion, cross-border acquisitions and overseas project investments, and deliver compliant and executable financing solutions.
Service List:
Offshore US Dollar Bond Issuance Cross-border M&A Advisory Cross-border Syndicated Loan Matching Global Diversified Capital Sourcing Corporate Cross-border Capital Operations Others
Holding the SFC Type 9 Asset Management License of Hong Kong and private fund manager qualification, we compliantly conduct multi-currency private equity fund raising and lifecycle management for qualified investors. Our business covers cross-border direct investment in growth-stage tech enterprises, industrial M&A of listed companies, cross-border co-investment, as well as coordination on industrial investment cooperation projects with local governments. We strictly comply with cross-border capital regulatory requirements, and leverage advantages in QFLP resources and in-depth investment research capabilities to realize industrial value realization.
Service List:
Multi-currency Private Equity Fund Raising & Management Cross-border Direct Investment in Growth-stage Enterprises Industrial Investment and M&A for Listed Companies Cross-border Capital Operations and ABS Framework Establishment Compliant Operation & Management of US Dollar Funds Cooperation with Government Industrial Funds and Local Industrial Investment Industrial CVC Connection and Synergy Implementation Others.
The firm builds a bridge connecting domestic and overseas capital markets, delivering one-stop solutions to meet clients’ diverse cross-border investment and financing needs.
