Projects Highlight 项目纪要

2006

Successfully completed an acquisition project by representing a China-based manufacturing group to sell its businesses to a Nasdaq-listed manufacturing conglomerate.  Acted as a financial adviser to involve in the whole due diligence process, covering not limited to legal, financial, operations, and business valuation.

代表一家以中国为基地的生产企业参与收购项目,成功把业务出售予一家在美国纳斯达克上市的生产集团。以财务顾问身份参与整个尽职审查过程,涵盖不限于法律、财务、营运、及企业估价。

 

2007

Incorporation of a Hong Kong subsidiary company for a reputable European manufacturing group, together with the establishment of its new business operations in Hong Kong, including office leasing and design, talent recruitment, financial and operating systems setup, until the business was on track.

为一家欧洲著名生产集团在香港注册成立附属公司,并且创建在港新的业务营运,包括办公室租赁及设计、人才招聘、财务及营运系统建立,直至业务步上正轨。

 

2008 – 2014

Assisted a China biotechnology company to enhance its financial operations, as well as introduced strategic investors to support its future business developments.

协助一家国内生物科技企业,优化财务运作;同时引进策略投资者,支持未来业务发展。

 

2010 – 2015

Appointed by a certified public accountant firm in Hong Kong as its quality control monitor.  Being a resident consultant to enhance the quality control system, including routine staff trainings, to ensure the professional service quality.

受聘于一家香港会计师事务所,担任质量控制监察顾问。作为事务所常驻顾问,负责优化质量控制系统,包括定期员工培训,确保专业服务质素。

 

2018

Successful completion of a management buyout programme for an electronic manufacturing group with an aim for subsequent business restructuring and asset disposal.

成功为一家电子生产集团完成了管理层收购计划,旨在为后续企业重组及资产处置作准备。

 

2014 – 2024

Setup a Hong Kong office with business operations for a China-based education service provider.  Acting as a resident consultant, services rendered including office administration, finance & taxation, legal & company secretarial.

协助一家以中国为基地的教育服务提供者,建立香港办公室及商业营运。作为公司常驻顾问,服务包括办公室行政管理、财务及税务、法律及公司秘书等。

 

2017 – 2024

Serving as a financial adviser on asset management, responsibilities consisted of daily monitoring and control of global equity and bond investments, funding arrangement, and investment property management.

作为资产管理的财务顾问,负责日常监察与控制,包括环球股票及债券投资、资金调配,和房产投资管理等工作。