財務顧問

業務簡介
  • 提供一站式
    精品投資銀行服務
    Corporate Financial Advisory
  • 企業併購 Mergers and Acquisitions

    擔任買方財務顧問,協助制定交易策略,並以國際網絡等豐富資源,為客戶探詢潛在優質標的、評估併購效益、追求併購後最大綜效,同時以財務模型評估企業價值,協助交易過程並代表客戶進行談判。
    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.



    股權投資 Strategic Investment

    擔任投資方財務顧問,了解投資策略及未來規劃,為客戶尋找符合投資需求之潛在標的,並協助接洽投資標的、評估策略合作或財務投資效益,以加深及拓展客戶業務發展。
    We provide differentiated and tactical advice on identifying potential financial or strategic targets and assisting in negotiating the deal by leveraging our global network of prestigious partners.

    股權出售 Mergers and Acquisitions

    擔任賣方財務顧問,擬定出售策略,為標的公司完成專案簡介(Teaser)、投資備忘錄(Information Memorandum, IM)及企業評價,規劃交易架構及協尋潛在買方,並協助專業談判及協商。
    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.



    股權募資 Capital Raising

    協助客戶針對未來策略及引資偏好,訂立募資計畫,並提供專案簡介、投資備忘錄及企業評價等,為客戶協尋符合其未來發展需求之潛在財務型及策略型投資人。
    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.

    下市規劃 Privatization

    為買方或賣方客戶規劃標的公司下市策略,包括協尋國內外資本市場潛在標的、引進國際私募基金等投資人收購下市等方式,透過私有化達成企業轉型,並協助標的公司完成下市程序。
    We provide extensive resources to assist clients in executing the delisting process effectively through identifying attractive investors, constructing transaction structure, and filing regulatory documents.



    企業重整 Corporate Restructuring

    根據客戶未來業務發展策略,評估財務體質後,提出客製化之企業重整規劃建議及協助客戶執行計畫,包括出售內部非核心業務與資產,或整併集團事業群之業務,以聚焦公司資源,達持續成長之目標。
    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.



    企業諮詢 Strategic Advisory

    針對客戶所屬產業及業務內容,協助以財務觀點檢視其長期發展策略,包括提供財務穩健性診斷、敏感度分析及商業建模等服務;再根據檢視結果,提出行動方案,以進一步達成策略目標。
    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.