Mr. Charles Li
Founder and CEO
- Over 30 years of experience in the financial services industry specialising in local and cross border IPO, fund raising, M&A and financial institution advisory.
- Previously holding senior positions in a number of international organizations including Deloitte, Anglo Chinese Corporate Finance and Libertas Capital
- Completed over 200 fund raising, M&A, IPO and corporate finance transactions
- CPA and Fellow Member of CPA Australia, Member of the Hong Kong Institute of Certified Public Accountants and Member of the Hong Kong Securities Institute
- Qualified Independent Financial Advisor to provide opinions and reports on Takeovers Code and related matters
- Court approved expert witness qualified to provide advice on corporate finance and securities related issues
- Strong technology experience and specialist in Fintech, E-commerce, Blockchain, Biotech and Renewable Science
Mr. Joseph Lai
Managing Director – Corporate Finance
- Over 35 years of experience in merchant banking and investment banking activities
- Previously holding senior regional management positions in Barclays Bank PLC, Banco Santander and OCBC Bank
- Specialised in corporate finance advisory, structured finance and M&A transactions
- Extensive experience in relationship coverage with major SOEs in China
Mr. Ken MacAlpin
Special Advisor – ECM
- Over 35 years of experience in Asia Pacific with senior roles at HSBC Global Markets, Maybank Investment Bank, DBS Bank, Macquarie Bank and The Kerry Group
- Highly ranked in investment banking polls and has worked on and completed some of Asia Pacific’s largest primary and secondary market transactions, in both equity and debt
- A solid institutional client base which has provided the platform to transact upon many of Asia Pacific’s largest transactions
- Active deal maker and prime relation with institutions
- Clients include sovereign wealth funds, global pensions funds, family offices, and corporate treasury departments
Mr. Frederick Leung
Managing Director – Corporate Rescue
- Over 35 years of experience in the financial services industry
- Specialised in corporate investigation, rescue and restructure, problem loan management and turnaround investment business
- Previously holding senior positions in a number of international organizations and listed companies including Deloitte, Standard Chartered Bank, Sanwa Bank and Anglo Chinese Corporate Finance
Mr. Dave Cheung
Director – Strategic Consulting (Technology)
Mr. Steven Kwok
AsSociate