財務諮詢 | 企業上市 | 併購交易 | 投融服務

Our Services

We proudly offer a wide range of financial, corporate strategy, listing and transaction services to our clients from various sectors in the lower-to-middle market. In a nutshell, we are your right hand to take care of various work tasks in:

  • financial accounting and reporting
  • going public and staying public
  • merger and acquisition transactions
  • capital fundraising supports

Financial Reporting Services

Our team are here to lift the weight from your shoulders on those financial reporting tasks.

Talk to us if you are looking for extra hands to handle any of these for you:
- a bookkeeper to look after compiling your accounting records;
- a controller to ensure all your accounting cycles are on track;
- a CFO to manage the whole accounting function including regulatory reporting;
- prepare accounting supporting schedules, working papers and draft financial statements;
- tackle through complex accounting issues and compile required analysis, schedule and/or memorandum as needed;
- review your financial records and disclosures and prepare required adjustments to ensure they are in compliance with applicable standards;
- conduct conversion of your financial record between different accounting standards such as ASPE, IFRS and US GAAP, etc.

We are right beside you to provide you a complete peace of mind on these financial reporting matters.

Public Company Services

We understand the extra heavy loads that you have to take on when your company is going public, or simply just staying public.

On this part of journey you can count on us to take care of these for you:
- prepare your accounting records or enhance their quality, so they comply with the required accounting standards and be audit-ready;
- manage the audit assistance project and coordinate with the auditor throughout the whole audit process on behalf of you;
- prepare regulatory disclosure filing packages including full financial statements (with note disclosures), management discussion and analysis ("MD&A") ;
- prepare other management documents as required for regulatory filing;
- act as Chief Financial Officer, either official, interim or in-title;
- coordinate correspondences and comment communication with security commission;
- assist in other corporate and governance matters such as setting up internal control system, liaison with board/audit committee, etc.

Merger & Acquisition Transaction Services

Whether you are buying or selling a business, there is a lot to plan, strategize and get done.

We are ready to join you and help, from the very first step before the deal, to the follow-up arrangements after the deal-closing, or just a part in between:
- develop deal plan, strategies and structure according to your objectives and goals
- negotiate key terms and arrangements for the letter of intent and the definitive agreement
- identify, build and coordinate among a solid working group (lawyer, auditor, tax, investment leads, etc);
- act as key contact person and project manager to move the process and manager the delivery
- conduct or facilitate financial due diligence, develop financial modeling, valuation analysis, business plan, etc
- any other document compilation and general supports as may be needed.
- conduct post-closing follow-up and assessment, assist in financial, operational and governance transitions after deal closing.

As always, we put the success of your deal as our top priority, no matter which part we are giving a hand.

Capital Fundraising Services

Capital funding plays a very critical part for almost all businesses when they start, grow, expand and succeed. The need for capital funding is even much enhanced when your business is in the midst of a M&A transaction or in the process to go public.

We stand by to help and support in every possible instance, to make sure your capital fundraising will be a success. To that goal we offer the following, and so much more:
- work with management to create and maintain proper financial budget and forecast models;
- provide strategic advice and guide on structure, pattern and terms of the instruments (debt, equity, hybrid or mix) being issued;
- prepare and develop fundraising materials such as investor pitch deck, investment brochure, business plan, storyline strategies, etc;
- identify, connect, introduce and present to potential investors or bankers;
- conduct or coordinate the financial due diligence process;
- coordinate the closing procedures and assist in prepare maintenance documents such as compliance certificate that may be required by banks.