Corporate Financial Advisory & Underwriting

What We Do

  • 1Buy-Side Financial Advisory
    • Mergers and Acquisitions

      We identify attractive targets, evaluate synergies, perform valuation analyses, propose transaction structure, and assist in negotiating the deal by leveraging our global network of prestigious partners.

    • Strategic Investment

      We advise clients on optimizing capital structure for long-term sustainable growth, offering hands-on assistance from determining fundraising objectives to executing the transaction successfully

  • 2Sell-Side Financial Advisory
    • Mergers and Acquisitions

      We identify and evaluate potential buyers, prepare marketing materials, perform valuation analyses, and propose transaction structure. We also assist in negotiating and closing the deal.

    • Capital Raising

      We advise clients on optimizing capital structure for long-term sustainable growth, offering hands-on assistance from determining fundraising objectives to executing the transaction successfully

  • 3Other Financial Advisory
    • Privatization

      We provide extensive resources to assist clients in executing the delisting process effectively through identifying attractive investors, constructing transaction structure, and filing regulatory documents.

    • Corporate Restructuring

      We deliver reorganization advice tailored to each clients on prioritizing the issues of distressed assets and/or businesses. Our goal is to help clients focus on the right growth path.

    • Strategic Advisory

      We advice clients on strategic objectives and offer customized financial solutions to enable clients to accelerate growth, based on careful assessment of the business plan and long-term goals.

  • 4Underwriting
    • IPO

      Initial public offerings on TWSE/ TPEx.

    • SPO

      Domestic/ foreign convertible bonds, overseas depositary receipt and capital raising.

Why Us — Demonstrated Leadership

  • 1Cathay Platform
    • As the largest financial holding company in Taiwan, we provide unrivalled range of solutions tailored to each client.

    • We offer clients access to financing in the private and public capital markets.

  • 2Global Network
    • We work closely with prestigious partners to build a global M&A network and facilitate cross-border transactions.

    • We have strong connections with top private equity firms and other distinguished financial institutions.

  • 3Regional Footprint
    • APAC focused, with cross-border transactions across Europe and North America.

Get In Touch

Bernard Tsai

Head of M&A

Larisa Shih

Vice President
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