1. 1
China richest families/business owners’ asset allocation and M&A
in US: a private equity strategy
1who is the richest families in China and why they become so rich?
2what’s their need and demand as the richest families?
3how private banks and family offices can or can’t meet China
clients’ interest
4 why business owners in China would invest/M&A in US or
Europe?
5 how they would do? Strategically and technically? what’s their
challenges?
6 how US/Europe financial firms leverage this China round M&A
opportunity?
7what we could bring to US financial firms as cross border
specialist?
1) Clients in wealth management, private bank and family office
2) Clients in cross border M&A for I-bank
3) Clients of IPO in US stock market
4) Fund deals for alternative investment firms in US
5) Direct deals for venture capital and private equity funds in US
2. 2
6) Secondary or co-investment deals for secondary fund and FOF
in US
7) Exit of portfolio companies of US VC/PE firm
8) Add-on in China for buyout funds’ platform portfolios
9) Co-investors from China for US VC/PE firms.
8 what we could bring to US operating companies as cross border
specialist?
1) Clients or distribution partners
2) supplier or outsourced contract
3) technology transfer partners or licensees
4) joint R&D partners
5) OEM or ODM partners
6) Acquirers or acquires
7) Next round investors
9 what we did in China in past 16 years in VC/PE community?
10 why we suggest a co-investment fund to attract China investors?
what’s the benefit for them?
11 how we will run the co-investment China round fund?
11 how this fund could attract them to allocate more in both
3. 3
traditional and alternative asset in US? how we will build a wealth
management platform in China to attract more richest families ?
13 how secondary fund could help business owners to exit their
investment in China and have a better portfolios in US
14 why direct secondary fund could help US VC/PE firm to attract
more China LPs
15 How China government encourage these financial service
innovation?
16 what’s the benefit to US government and business from our
initiatives?
17 what kinds of partners we are looking for?
18 how we are building an ecosystem among wealth management,
family office, I-bank, private equity firms in US as we did in China?
