中国企业并购论坛
在中国首屈一指的企业并购论坛
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Weijian Shan is the executive chairman and co-founder of PAG – an Asia-based and focused private equity firm with more than USD50 billion in capital under management.
Between 1998 and 2010, he was co-managing partner of the private equity firm Newbridge Capital (now known as TPG Asia) and a partner of TPG. Shan was a managing director of JP Morgan, where he was concurrently the chief representative for China between 1993 and 1998. He was an assistant professor at the Wharton School, the University of Pennsylvania between 1987 and 1993. He also worked at the World Bank in 1987 as a member of its Young Professionals Program.
Shan is a Trustee of the British Museum. He is also a member of the International Advisory Council of Hong Kong Exchanges and Clearing Limited, and an independent director of Alibaba Group.
Shan is the author of Out of the Gobi: My Story of China and America (2019), Money Games: The Inside Story of How American Dealmakers Saved Korea's Most Iconic Bank (2021) and Money Machine – A Trailblazing American Venture in China (February 2023). He has published commentaries in the likes of The New York Times, the Wall Street Journal, the Financial Times, the Economist and Foreign Affairs.
Shan holds an M.A. and a Ph.D. from the University of California, Berkeley, and an M.B.A. from the University of San Francisco. He graduated with a major in English from the Beijing University of International Business and Economics.
Peter Adams joined Vermilion Partners as Managing Director of the Beijing office in 2011 and has over a decade of investment banking and corporate M&A experience in the U.S. and Asia. Prior to joining Vermilion, he spent six years at Siemens, based in their regional headquarters in Beijing, where he was responsible for mergers and acquisitions across Asia. His team completed transactions in China, Japan, Korea, Malaysia and Thailand, during which period Siemens China grew its revenue base from Euro4.5bn to Euro6.4bn.
Prior to joining Siemens, Peter was based in New York, where he worked in Merrill Lynch’s financial institutions group, for whom he also served in their Beijing and Tokyo offices. He subsequently joined International Technology Investment Managers (Asia), a technology venture firm, where he managed capital raising for an Asian direct investment fund; and, Enterprise Air, a software group, where he managed capital raising and mergers and acquisitions strategies; both based in New York. Peter holds a B.A. Magna Cum Laude from Yale University in East Asian Studies and speaks fluent Mandarin and some Japanese.
Peter is based in Beijing and has lived there since 2006. He also lived in Beijing in 1985 and 1995, and in Taiwan in 1986-1987 and 1989-1990
Bagrin Angelov is an M&A Executive Director in the Investment Banking division of China International Capital Corporation Limited (CICC) based in Beijing, where he is exclusively dedicated to China cross-border M&A situations. Mr. Angelov has profound experience in supporting multinational corporations, private enterprises and state owed enterprises with their cross-border M&A undertakings. To date he has advised on 100+ M&A deals globally (both in emerging and developed markets such as USA, Germany, Korea, Japan, Israel and Australia), with a combined transaction value of some US$100bn. Prior to CICC Mr. Angelov worked in the Investment Banking divisions of Barclays, ABN AMRO, The Royal Bank of Scotland, and a Middle Eastern SWF.
Sean is currently a Managing Director at SenseTime AI Fund. Prior to his current role, he was member of executive committee and a partner of China Fusion Group and its buyout fund Boliu Capital which is a USD1.5bio investment vehicle focusing on overseas M&A and investment in IOT, fintech and asset allocation. Previously he was China head of financial sponsors at Deutsche Bank Corporate and Investment Bank where he was responsible for providing full suite of investment banking services including M&A advisory and financing solutions to strategic investor and corporate clients. Prior to that he was Greater China head of strategic equity financing at HSBC Global Banking and Markets as well as an executive director at UBS Investment Bank where he specialized in structuring and selling strategic equity financing and investment products based in Hong Kong, London and New York.
Mr Cai's professional career started at an international law firm on Wall Street as a derivatives and securities lawyer and later joined Barclays Capital around the time of its acquiring Lehman Brothers' North American business when he focused on structured equity capital markets.
Mr. Cai received his PhD in financial economics and JD degrees both from Cornell University. He also graduated first of his class from Fudan University where he got his BA in international economics.
Honghui Cao, current Deputy Director General of China Development Bank's Research & Development Department and CBD's Center for Financial Research & Development, senior expert, a professor and PhD Supervisor of Graduate School of Chinese Academy of Social Sciences, specializes in financial market, macroeconomics, payment and settlement, researches about international strategies and investment management for a long time. During his time in CDB, he hosted strategic researches on areas covering Southeast Asia, Central Asia, South Asia, Oceania and Latin America, and set cross-boundary business plans for China's peripheral areas within Asia. He participated in researches of various major projects including "Connectivity and Cooperation within Asia" and "One Belt and One Road Strategy", aiming at establishing a series of major projects in China's peripheral areas within Asia covering transportation, energy, telecommunication and industrial park.
He served as a member of China International Financial Consulting Commission, a member of China Standing Committee for Pacific Economic Cooperation Council, an expert for eastern Asian Finance Cooperation, a financial consultant for APEC and World Bank, an advisory for United Nations Development Programme, a consultant for VISA and an industrial expert to China UnionPay, and assumed roles in several companies as independent chairman. He hosted a series of major subject researches at home and abroad. Besides, he took part in expert meetings held by Central Committee, and provided advice and consultations on a variety of major issues, as a host or participant, including Reform of RMB Exchange Rate Formation Mechanism, Strategy for RMB Internationalization, Capital Market Reform and Development Plan, Asset Securitization Pilot Plan, Banking Industry Reform Plan, Global Governance Report by United Nations, Progress Report of Financial Cooperation among East Asia, Performance Report of APEC Meeting of Financial Ministers, etc.
Cliff Chau joined HOPU Investments in 2012 and serves as CFO, Co-COO and Partner in charge of healthcare investments. Cliff has over 20 years of experience in international financial industry with in-depth financial advisory and management experience in both the U.S. and China. Besides his CFO and Co-COO duties, he focuses on building a HOPU healthcare ecosystem and investing in biotech, medtech and healthcare services companies.
Cliff brings a wealth of experience in investments, risk management, operations and sales & marketing to his approach to healthcare industry. His current portfolio companies include Ambrx Inc., a biopharmaceutical company headquartered in San Diego, Mevion Medical Systems, a proton therapy system company headquartered in Massachusetts and I-Mab Biopharma, a China-based global player in innovative biologics and he sits on the boards of Ambrx and Mevion. In the early stage of his career, Cliff was responsible for the sales and marketing of clinical and laboratory products of Beckman Instruments, Bio-Rad and Merck in China.
Prior to joining HOPU, Cliff was the Managing Director and Head of Finance Department of China Investments Corporation (CIC). He was a member of CIC’s risk management committee and an observer of investment committee. He also represented CIC sitting on the boards of CITIC Capital and China Jianyin Investment Limited. Before CIC, Cliff was a Partner of KPMG’s Transaction Services Practice, where he advised numerous cross-border transactions and was deeply involved with assisting companies to implement their China strategies. He worked at KPMG’s Beijing office and Los Angeles office.
Cliff also sits on the boards of Advisory Committee for the Quantitative Finance Program of The Chinese University of Hong Kong (CUHK), Sinopec Marketing Company, and The China Tea Company.
Cliff holds an MBA from State University of New York, a BSc. in Biochemistry from CUHK and a C.P.A. State of California.
With more than 30 years of work experience, Ms. Chen has been engaged in engineering design, project management, business development and investment management. She currently serves as the senior executive of flagship subsidiary of Baowu Group and is responsible for corporate business planning and equity investment. Familiar with the M&A process, she has rich experience in participating of large-scale state-owned enterprise in market-based M&A. Given the fact that she personally led several overseas investment and M&A projects, successfully implemented three overseas and multiple domestic M&A transactions, and participated in post-investment management, therefore Ms. Chen owns more thorough understanding and comprehension over it.
Mr. Chen provides overall leadership to InterChina’s M&A advisory, corporate finance, and investment advisory practice. He is a member of the firm’s Management Committee
Mr. Chen has over 20 years cross border mergers & acquisitions, corporate finance, and strategic planning experience in the infrastructure/logistics, consumer, technology, manufacturing, retail, and financial service sectors. He led and advised over 200 M&A and divestiture transactions, with over 70 successful completions in the North America, Asia Pacific, and European regions. Transaction size range from $50M to $8 billion
Prior to InterChina, Barry worked for Price Waterhouse and UPS in the corporate finance and corporate development function. He also has long time collaboration with all leading investment banking firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, Credit Suisse, UBS, and JP Morgan. He has extensive experience in deal origination, evaluating cross border acquisitions in a strategic context, and understands the complexity in structuring, valuing, and integrating the acquired companies. He is an experienced negotiator, and has extensive senior level contacts and origination capacity.
Victor Chen is a Partner and Associate Director in BCG Greater China. He is a core member of worldwide Corporate Finance and Strategy practice area, focusing on corporate investment and transactions, and serves as the node of the corporate transaction center in Greater China.
Mr. Chen was a Director of Interpublic Group (NYSE:IPG) a global leading marketing communications consultancy, with strong client experience in consumer retail and sporting goods sectors in Asia-Pacific.
He received his MBA from the University of Chicago Graduate School of Business with concentration in strategic management and marketing management.
He is fluent in English and Mandarin.
Charles Ching is a partner in the Corporate Department and the Managing Partner of Weil’s China offices. He regularly represents international and China-based private equity sponsors and corporate clients in mergers and acquisitions, minority investments, PIPEs and other investment transactions, particularly those with a China focus. He has also acted on some of the most prominent cross-border M&A transactions involving China in recent years.
Ranked as a leading lawyer by Chambers, The Legal 500 and IFLR1000, Charles is also named in The Best Lawyers™ in China 2020 and further earned the distinction of 2020 Private Equity and Venture Capital “Lawyer of the Year” in Shanghai. In addition, he is included in China Business Law Journal’s annual “A-List” for 2019 and 2018 as one of the leading lawyers in foreign firms in China.
Charles received his JD from Yale Law School and BA from Columbia University. He is a native Mandarin and English speaker and is qualified as an attorney in New York and a solicitor in Hong Kong.
Sailing Capital is one of the largest cross-border private equity investment funds in China. Prior to joining Sailing Capital, Catherine held positions at Pacific Asset Management (with AUM of US$120 billion) and McKinsey & Company, and had been engaged in global mergers and acquisitions, equity investment and asset management in New York.
Catherine has over 15 years’ experience in the investment and finance sector. She has solid track records in investments related to technology, new economy, consumer and financial services, and has lead the investments of Mobileye (“The Award of China M&A, 2014”), DiDi (“The Best Private Equity Investments of 2015, China Venture”), Qihoo360, SenseTime (“One of The Best AI Companies in China, 2018”), etc.
Catherine holds an MBA degree from Cornell University, and is a board member of Asia Financial Society.
Ms Shengyan Fan joined China Everbright Limited in 2009 and is a Managing Director of the Merger & Acquisition Department. She also serves as a Managing Partner of the CEL Catalyst China Israel Fund and a member of the investment committee of the CEL Global Investment Fund and the CEL Catalyst China Israel Fund.
Ms. Fan has 20 years’ experience in direct investment, capital raising and investment banking businesses. Prior to joining CEL, Ms. Fan has held various positions with increasing responsibility at multinational investment banks.
Ms. Fan holds a BA and a BS from Tsinghua University and an MA from the University of Oxford.
Raymond is the General Counsel, International, of China Travel Service (Holdings) Hong Kong Limited with oversight of the legal, regulatory and enterprise risk management aspects of the Group’s international operations, principal investments and strategic initiatives around the world.
He has received various industry awards over the years, and was recently recognized as one of the most influential corporate counsels in The Legal 500’s GC Powerlist for China and Hong Kong in 2017.
Prior to joining CTS, he spent more than 18 years in various senior management, corporate development and legal and compliance roles with leading diversified conglomerates, a bulge bracket investment bank, and in private practice with Wall Street and Magic Circle law firms where he focused on capital markets transactions, cross-border mergers and acquisitions, technology and telecommunications, strategic initiatives and principal investments across North America, Europe, Asia and Australia.
Raymond is a graduate of Columbia Law School, New York and The Wharton School’s Advanced Management Program for Senior Executives.
Herry is Founding Partner of Lightspeed China Partners (LCP), a leading China-focused early-stage venture capital firm with investments in mobile Internet, consumer services, and enterprise IT. LCP manages around $1B assets through three USD funds and one RMB fund. Previously, Herry was an Executive Director with Lightspeed Venture Partners (LSVP), and joined the Shanghai office in 2008. Headquarted in the Silicon Valley, LSVP manages over $4B assets and has offices globally.
Herry’s investments at LCP and LSVP include Tujia, Full Truck Alliance (Yun Man Man), Fang Duo Duo, Xing Bian Li, Trusted Doctors, Ifchange, PPDai (NYSE:PPDF), LianLuo Interactive (SHE: 002280) and MediaV (acquired by Qihoo), etc.
Herry was on the 2018 Top 100 VC in China by China Venture. Herry was on the 2017 Top 50 VC Investors in China by Jiemian, Toutiao and Golden Rolls. Herry was on the Cyzone.cn's list of “China Top 40 Investors under 40" for year 2014, 2015, 2016, 2017 and 2018.
Previously, Herry was a consultant with McKinsey & Company, assisting clients in hi-tech, telecom, media, automotive, and energy industries. He worked closely with board members at Fortune 500 and domestic clients. Additionally, he interacted closely with various domestic government bodies and on NGO projects.
Prior to McKinsey, Herry worked as an engineer at Microsoft China. He is the founder of a McKinsey alumni investors' group, ExMcK@Investment, which has more than 200 VC and PE members across China.
Violet Ho is senior managing director and head of the Greater China Business Intelligence and Investigations practice of Kroll, a division of Duff & Phelps. With over 19 years of professional experience in investigations, and an in-depth understanding of China’s business environment, Violet has successfully advised on numerous highly complex investigative projects in China and beyond.
Violet has led a wide range of risk consulting projects across Greater China, ranging from fraud prevention to investigating instances of white collar crime and distribution scams. She also manages investigative due diligence inquiries and assignments regarding business controls, intellectual property protection, employee risks, corporate security and crisis management.
Violet is a Certified Fraud Examiner (CFE) and member of the Association of Certified Fraud Examiners (ACFE), the world’s leading anti-fraud educator and association for anti-fraud professionals. She has published a number of articles on the topic of managing business risks in China and is frequently quoted by international and Chinese media on related issues.
Professional Experience
Investigative Due Intelligence
Violet has managed and executed hundreds of large-scale investigative due diligence assignments for international financial institutions and multinational corporations. Her experience covers a wide range of industries, such as real estate, energy, pharmaceuticals, manufacturing and distribution. She has accumulated an extensive network of professional contacts and has been able to effectively leverage on such resources to perform discreet reputation inquiries in emerging markets.
Internal Fraud
Violet assisted a multinational electronics manufacturer uncover complex frauds systematically committed by its former country manager throughout his six-year tenure. The quantified financial damage totaled US$15 million. Work performed by the Kroll team enabled the client to activate its existing fidelity insurance policy and provided the client with strong evidence to support its litigation efforts.
Employee and Vendor Integrity Programs
Violet has designed and implemented comprehensive employee and vendor integrity programs for a number of Fortune 500 clients.
Market Entry Study
Violet assisted a publicly listed UK company with a comprehensive market entry study, competitor analysis and regulatory environment research before it entered China.
2022 to now
FountainVest Partners (Asia) Limited (Managing Director, Head of Cross-Border Investment / M&A, Head of Tech Growth Investment)
2017 to 2022
FountainVest Partners (Asia) Limited (Managing Director, Co-Head of Consumer, Media & Technology)
2007 to 2017
Goldman Sachs (Asia) L.L.C. (Head of China M&A, Investment Banking Division, Managing Director)
2003 to 2005
Pan Media Corporation (Chief Financial Officer)
2000 to 2003
Goldman, Sachs & Co. (Financial Analyst, Global Investment Research)
MBA in Finance, The Wharton School; MA in International Studies, The Lauder Institute, University of Pennsylvania; Bachelor of Arts, Dual Majors in Economics and Political Science in Columbia University
Hanji Huang is the founding member of L Capital Asia (which merged with Catterton and was renamed as L Catterton Asia in late 2016), an Investment Committee member, and the Partner in charge of the Greater China region. During his 10 years with L Capital & L Catterton, Mr Huang has been leading his team in the investments in various retail / consumer / fitness brands such as Marubi (IPO in Shanghai Stock Exchange – 603983), GXG (IPO in HK - 1817.HK), Sasseur (REIT in Singapore Exchange – CRPU), Trendy, and Will’s Fitness. Prior to 2010, Mr. Huang was with D.E. Shaw & Co, Affinity Equity Partners and Intel Capital. He has an MBA from the University of San Francisco.
Frank Jin is a Managing Director within Morgan Stanley’s Mergers & Acquisitions Department based in Hong Kong. He is currently the M&A Operations Officer for Asia Pacific.
Frank has over 13 years of experience practicing M&A. Prior to joining Morgan Stanley, Frank worked in the Mergers & Acquisitions group at Standard Chartered and the law firm of Sullivan & Cromwell focusing on M&A transactions and leveraged finance in New York and Hong Kong. Frank is dual qualified as a New York lawyer and Hong Kong solicitor.
Frank received a B.Sc. from the University of Toronto, in Biology and Commerce, and a J.D. from Harvard Law School.
Frank’s M&A practice focuses on China-related transactions as well as those involving listed companies in Hong Kong and other venues.
Mr. Lee joined BPEA in 2007. Mr. Lee leads buyout investments as part of the Greater China Investment Team. Prior to joining the firm, Mr. Lee was an Associate with private equity firm Tullis-Dickerson based in Greenwich, Connecticut. He began his career in the investment banking division of Goldman Sachs.
Mr. Lee graduated magna cum laude with a B.A. in Economics and East Asian Studies from Columbia University and an M.B.A. from Stanford Graduate School of Business. He is fluent in English, Mandarin and Taiwanese.
Stanford Lin is Vice President & Head of Strategy & Business Development for Nestlé Greater China Region, based in Beijing.
Stanford has nearly 20 years of experience in consumer-facing businesses. Prior to joining Nestlé in 2017, Stanford was Head of Products at Visa China, responsible for Visa’s consumer and commercial card solutions. He also served as chief operating officer for Visa China.
Prior to joining Visa, Stanford worked at Walmart China in a variety of executive roles, including Head of Financial Services and Head of Strategy & Innovation.
Before joining Walmart, Stanford was a management consultant at McKinsey & Company. Early in his career, Stanford practiced corporate and securities law at Davis Polk & Wardwell and served as in-house counsel at Reuters.
Born in the U.S., Stanford holds a BA from Duke University, a JD from Harvard Law School and an MBA from MIT Sloan.
Alastair is co-head of the firm’s Asia competition practice. He has 20 years of practical experience including four years at the UK’s competition authority, the Office of Fair Trading, which included a stint as Director of its mergers division.
He specialises in international cross-border merger review and foreign investment related work, and co-heads the firm’s foreign investment review group.
He is currently a Non-Governmental Adviser to the Hong Kong Competition Commission. Alastair is ranked as a leading lawyer in Chambers 2019 who note “Alastair Mordaunt is regarded by a client as a "top-notch lawyer" and is recognised for his extensive experience in advising leading corporate clients on the full range of competition law mandates, including investigations and merger reviews”.
Raghu Narain brings over 20 years of experience in investment banking, corporate finance and economic policy advisory. Currently, Mr. Narain is Head of Investment Banking for Natixis, APAC with the responsibility to deliver M&A, Acquisition Financing, Strategic Equity, and DCM solutions. Prior to Natixis, Mr. Narain was the Head of Sector Advisory and Global Industrials Group in RBS Asia. In his career, he has undertaken over 100 transactions by financing and advising US$100+ billion in completed deals for global companies. He has advised major global entities including Eurazeo, Sanyuan, Tsinghua, Continental Airlines, Fosun, GVK, Lafarge, MISC, MGM, Reliance, Shanghai Electric, Vedanta and UPS. Prior to working in Asia, he was at Bank of America in New York where he was a Director responsible for M&A and capital raising activities for the Global Transportation and Logistics Group. Mr. Narain began his investment banking career with Salomon Smith Barney / Citigroup in New York.
Mr. Narain has also worked at Bridgewater Associates as an Investment Associate and in the field of development finance at the Harvard Institute for International Development (HIID). He completed his Masters degree from Harvard University. He holds MPA, MBA and BA degrees from the United States. He is a member of the International Honor Society of Beta Gamma Sigma. He has often been highlighted in leading industry media CNBC Squawk Box, Institutional Investors, The Asset, IFR, Marine Money, Drillers and Dealers Digest and The Daily Deal for his achievements in the field of financial services.
Mr. Carl Peng joined Fosun Pharma in 2014. He is currently Assistant to President and General Manager of International Department of the company, mainly responsible for cross boarder M&A and equity investments. Mr. Peng previously worked for GSK China in various functions such as Marketing, Sales, Market Access. Prior to that, Mr. Peng worked for Foxconn Technology Group in supply chain management.
Henriette Peucker works out of the Berlin and Brussels offices in the Corporate Affairs & Public Strategies Practice of Hering Schuppener/Finsbury. She focuses on advising companies in strategic stakeholder communications, especially on how to position themselves and advocate their interests in the political sphere. Among her clients are various global B2B and B2C companies that are invested in Europe and rely on handling complex regulatory matters. These includes merger analysis, state aid, trade disputes and cartels – the result of competition procedures by both the EU Commission and national competition authorities. Henriette joined the firm in 2010 from Deutsche Boerse Group where she was Head of European Public Affairs. Prior, she worked in investment banking in London and in public affairs in Paris and Brussels.
Kelly Pu is a Partner in our Private Equity practice and serves as the APAC co-head of our technology and cloud services businesses for financial investors. Based in Hong Kong, Kelly is also an expert in our digital capability, ESG, and retail practices.
With over 10 years of consulting experience, Kelly has supported global and regional asset managers in sector scans and commercial due diligences across industries such as technology and cloud services, business services, and retail. Furthermore, Kelly leads extensive work with private equity portfolio companies and Bain’s corporate clients, focusing on strategy, digital transformation, ESG, and overseas expansion opportunities.
Before joining Bain, Kelly held a position at Anheuser-Busch InBev’s APAC regional team. Kelly is an alumna of Tsinghua University, where she majored in Chemical Engineering.
Hong Qiu is Managing Director and Chief Operating Officer of Lazard Greater China. Ms. Qiu has over 20 years of experience in investment banking and private equity investment in Asia.
Ms. Qiu has advised on numerous cross-border M&A transactions involving Chinese companies, particularly in the power, energy and infrastructure sector. She is well-versed in China’s outbound M&A regulatory landscape, having close relationships with central and provincial SOEs and financing banks. She also represents international companies in their acquisition, strategic cooperation and divestment vis-à-vis Chinese parties.
Prior to joining Lazard, Ms. Qiu was a Managing Director at Morgan Stanley. Prior to that she worked at Citi as a Director. She also served as Senior Investment Officer at EMP Global managing the AIG Asian Infrastructure Fund.
Ms. Qiu is a CFA Charter holder, a member of Thunderbird Finance Advisory Committee. Ms. Qiu received a Master of Business Administration degree with Honors from Thunderbird, the American Graduate School of International Management.
Bin Shen is a Managing Director at Lunar and has been with Lunar for nearly a decade. Today, Lunar owns majority controlling stakes in numerous well-known apparel, food, beverage, lifestyle and entertainment businesses. Bin has more than a decade of private equity and M&A experience. Prior to Lunar, Bin worked across various roles at Guo Tai Jun An Securities and Capital One. He received a Bachelor’s degree from University of Toronto and Master of Finance degree at Stanford University.
LLM, with over 17-year multinational legal affairs management experiences, Victor used to work in a Hong Kong red-chip mobile communication company, a multi-national cosmetics company, and a world-class retail conglomerate. His extensive experience has equipped him with rich business knowledge of various industries, a sharp sense of different industry sectors and legal practice experiences. Victor has worked at Henkel for over 10 years, during which he has led his team handled numerous and complicated legal affairs and projects in the areas of international & domestic restructuring, divesture, mergers & acquisitions, labor, anti-trust, tax, customs, dispute resolution, government affairs, compliance and corporate governance. Victor’s performances has won him a high recognition from the Headquarters’ management, and he was elected as one of the Top General Counsel in 2015 by Asia Legal Business of Thomson Reuters. Victor’s current practices and study interests concentrate on the legal systems of foreign direct investment, anti-trust, mergers & acquisitions, tax law and corporate law. Victor was also invited from time to time by professional forums as the guest speaker on the above mentioned areas.
Simon Tsang is a managing director in the Valuation Advisory Services practice, and is based in the firm’s Shanghai office. Simon has more than 18 years of valuation, private equity investment and tax advisory experience in China and Hong Kong.
Simon is experienced in providing valuation advice and deliverables for private equity clients, for merger and acquisition transactions, and for financial reporting and initial public offerings (IPO) purposes. Simon has extensive experience in valuation, including purchase price allocation analysis, intangible asset valuation, financial derivatives valuation, financial modeling, business and equity interest valuation for acquisitions, divestitures, joint ventures, financing, restructuring, IPO, tax, go-private transactions and financial reporting.
Simon has advised clients in a wide variety of industries, including consumer products, life sciences and health care, manufacturing, technology and telecommunication, media and real estate. He has particular expertise in private equity portfolio valuation and has previously worked for a private equity firm, where he was responsible for deal execution and investment analysis. He has delivered presentations and training on valuation topics at various professional events. Before joining Duff & Phelps, Simon was a Partner in Deloitte Financial Advisory Services in China. Earlier in his career, he worked for a private equity firm as well as an international appraisal firm.
October 12, 2020 (Shanghai, China) – Cedarlake Capital is pleased to announce the appointment of Ms. Wang Zheng as Chief Investment Officer and Managing Partner, effective November, 2020. Ms. Wang will take charge of Cedarlake’s private equity investment and fundraising activities.
Ms. Wang owns nearly 20 years of experience in the field of private equity investment and management consulting. Prior to Cedarlake, Ms. Wang was Partner at Cathay Capital responsible for private equity investment activities in China. She participated in the formation of several new funds and led multiple investments in the field of industrial technology, consumer technology, supply chain management and logistic services.
Ms. Wang also worked as the Partner for AGIC Capital and as Director in The Carlyle Group in her earlier investment career.
Ms. Wang holds an MBA degree from Kellogg School of Management and a bachelor’s degree from Fudan University.
Mr. Wang is a Managing Director of CITIC Capital Partners and has been with the Firm since 2007. Previously, Mr. Wang was an investment banker in the Shanghai office of Piper Jaffray, a leading U.S. middle-market investment banking firm. Prior to that, Mr. Wang worked in the Corporate Advisory division of PricewaterhouseCoopers. Mr. Wang earned a M.S. from Nanyang Technology University in Singapore and a B.S. from the Central University of Finance and Economics.
Yiqing Wang is Managing Editor of Mergermarket’s Asia-Pacific M&A and ECM editorial team, which specializes in breaking news on private and public M&A transactions and delivering forward-looking intelligence on corporate strategy. Yiqing spearheads the editorial strategy and oversees day-to-day operations, to deliver timely, actionable insights and analysis to help clients make better deal-making and investment decisions. Additionally, she frequently moderates panels and chairs conferences at ION Analytics events, bringing industry insights to the forefront.
She has been an investigative M&A reporter and editor since 2009, writing news ranging from healthcare, renewable energy and financial service, etc.
Yiqing achieved her master's degree of multilingual multicultural studies from New York University.
Gian-Marc Widmer is Director and Head of International M&A at CITIC Securities. He joined the firm in 2014 and is focusing on sourcing and execution of cross-border transactions involving Chinese investors/targets.
Based in Beijing, he has been focusing on M&A, restructuring and corporate development since 2001 with a track record of more than US$15bn of transactions executed in Europe, Asia, North+South America.
Completed transactions include USD 400m sale of Brazilian telecom operator Embratel, USD 1.2bn restructuring of Canadian media group Hollinger, USD 10bn restructuring of Eurotunnel, sale of EUR 200m Inner Mongolian wind projects to China Guangdong Nuclear, EUR 1.3bn public takeover of Biotest by Creat, EUR 120m acquisition of German Duerr Ecoclean by Shenyang SBS, sale by Publicis of China subsidiary Genedigi, acquisition of Yinlu from Nestle etc.
Mr. Widmer has previously worked at Lazard in London and New York focusing on transactions including M&A and debt restructuring as well as at Altira Group in their renewable energy fund as head of the China investment team.
Mr. Widmer has been based in China since 2005, holds an MBA from INSEAD and speaks Chinese.
Extensive experience with cross-border M&A and overseas investment, with a particular emphasis on value discovering, design of cross-border transaction and financing structure
Prior to leading International Investment Business in Huatai, Mr. Yang was the partner at Huatai Ruilian Fund Management. Before joining Huatai, Mr. Yang worked as a core team member at CICC Investment Banking M&A team. Active involvement with the operation of portfolio company, business model refinements and synergy generation in China.
2018 Best Cross-Border Investor and 2018 Best Cross-Border Investment Team awarded at China Asset Management Summit by The Time Weekly; 2017 Best Investment Bank for Overseas Market by 10th New Fortune; 2015 Best Investment Bank for M&A (Cross-border) Market by China Venture Awards
Selected investment cases of industrial integration
- Co-invest with Qumei Furniture on its $750million voluntary tender offer to acquire Ekornes ASA
(2018 Best 10 Cross-Border Transaction and Most Influence Transaction in Consumer awarded by The Time Weekly; ranked 2nd in 2019 Best Overseas Transaction by 12th New Fortune)
- Co-invest with Yoke Technology on its acquisition of UP Chemical, a semiconductor material company (2018 Best 10 Cross-Border Transaction and Most Influence Transaction in Semiconductor awarded by The Time Weekly)
Selected going-private transactions of China Concept Stock
- $9.3 billion privatization of QIHOO 360 from NYSE and its A share backdoor listing
(Ranked 1st in 2017 Best Overseas Transaction and 2017 Best 10 Innovation Transaction awarded by 10th New Fortune)
- $1.7 billion BTG Hotels’ Privatization of Homeinn Hotel Group
(Ranked 3rd in 2017 Best Overseas Transaction and 2017 Best 10 Innovation Transaction awarded by 10th New Fortune)
Selected cross-border M&A and investment experience
- Xiwang Food’s $580 million acquisition of IOVATE
(Ranked 6st in 2017 Best Overseas Transaction by 10th New Fortune)
- JSTI’s $166million acquisition of Test-America, the largest environmental testing company in US
- Genimous Investment's $250million acquisition of Spigot
- Nanjing Cenbest’s £450million acquisition of 89% equity stake in House of Fraser
- Chinese Capital Union IC’s $640million acquisition of ISSI First International
- Aotecar’s $130million acquisition of Air International
Mr. Nathan Yu has over 25 years of experience in global automotive and automotive parts enterprises. He currently is a managing partner of NIO Capital, an investment committee member, and is responsible for automotive industry fund investment and post-investment management. In addition, Mr. Yu is also responsible for overall investment strategy and supervision of day-to-day operations of the fund.
Before joining NIO Capital, he served as a Vice President of Zhejiang Geely Holding Group, in charge of four business segments including international M&A, Geely’s Volvo alliance, new energy vehicles, and the Lynk & Co (Taizhou) manufacturing base. In addition, he led or assisted in the acquisitions of Malaysia Proton, Terrafugia (a U.S. based flying-car developer), VIA new energy trucks in the United States. He participated in the purchase of shares from Daimler-Benz AG. Moreover, He led or assisted the cooperative negotiations held, and agreements signed, between Volvo and Geely on joint development of the Lynk & Co brand and between Volvo and London Taxi Company (LTC) on joint development of range-extended electric vehicles (REEV). He guided the Volvo-Geely NEV joint purchasing team in participating and leading the development and launch of Emgrand BEV, while leading the development of various NEV parts suppliers in China, such as Jing-Jin Electric (JJE), CATL, UAES and others.
Mr. Yu has rich experience in management of large-scale enterprises. He formerly assumed office as a Vice President of Zhejiang Geely Holding Group, a President for Asia-Pacific region at FPT Industrial, a Director of Global Supplier Development at General Dynamics, International Engineering Project Manager at DCAG, an Engineer at Mechatronics Institute: China National Ministry of Mechanical Industry and various other positions. In addition, he served as the Chairman of Terrafugia, Chairman of Viridi E-Mobility Technology (Suzhou) Co., Ltd, a Director of Malaysia Proton, a Director of Lotus Cars, the Chairman of Asia-pacific region at FPT Industrial and other positions.
Mr. Yu Ning graduated from the University of Windsor in Canada with a master’s degree in industrial engineering. Before that, he obtained his bachelor of engineering from Taiyuan University of Science and Technology (TYUST) and has been awarded honorable master’s and doctor’s degree in vehicle engineering from China Agricultural University. Mr. Yu placed second in the State Scientific and Technological Progress Awards, along with the first prize awarded by the Chinese National Machinery Ministry for Scientific and Technological Progress, and an Excellent Operator award in Jiading District, Shanghai.
Michael Zhang has 30 years of extended experience in investing and managing industrial and high-tech business cross continents. He has proven track record in growing diversified industrial business with P&L responsibilities and experienced in investment, M&A and business consolidation.
Now with SBCVC as managing partner mainly looking at Industrial sector, including AIoT, robotics and smart manufacturing since Mar 2019, before joining SBCVC as managing partner, He was the Asia-Pacific President of Dover Corporation (Symbol DOV, US public company) based in Shanghai. Michael joined Dover Corporation and established its China headquarter in 2009. He has been leading Dover’s acquisition and investment team in the region, closed multiple deals. Under his leadership, Dover’s business has shown strong growth both in size, profitability, talent bench, brand recognition and employee confidence.
Typical M&A projects participated in like:
1. Sound solution Electronics, Dover acquired from NXP and integrated into Knowles Electronics for about 800m dollar, later the combined business listed in NY stock exchange after spun off from Dover.
2. French Tokheim and US Wayne, gas station solution provider, Dover acquired for aggregated 900m dollar.
3. Germany Maag plastic processing solution provider, acquired by Dover, aggregated 500m dollar.
4. Italian and French based textile printing solution provider, acquired by Dover, for aggregated 500m dollar deal.
Before Joining Dover, he has worked for ABB since 1996, served as ABB China VP, ABB Singapore VP, and global head of ABB control product’s channel business based out in ABB US.
Serves as current Co-chair of Amcham Shanghai Manufacture's Business Counsel;
Serves as current president of Shanghai Pudong Foreign Investment Enterprise Association.
Xiaolin is a Partner in CE Innovation Capital, An Asian Growth Capital Fund with focus on Fintech, Enterprise Tech and Consumer Platforms.
Before joining CEIC, Xiaolin was a director in JD’s Strategic Investment team, and was responsible for developing and implementing the group strategy of JD via investments and M&A, focusing on investment opportunities in consumer, technology and logistics sectors.
Prior to JD, Xiaolin co-founded and held the title of Head of Business Development at YouJieYouHuan, a China fintech start up company
Xiaolin started her career as an investment banker at Merrill Lynch in 2009, and was an associate in Deutsche Bank’s Technology, Media, and Telecommunications team between 2011-2014. She was born and raised in China and received a full scholarship to study in Singapore and the US, graduating with a First-Honor Bachelor Degree (Major in Quantitative Finance) from the National University of Singapore.