
Strategic Consulting · Hong Kong
A great capital markets outcome — a raise, a restructuring, a listing — is a two-to-three-year decision. If your company has a big vision, the work starts now.
Book a Confidential CallSFC Type 6 Licensed · 60+ Transactions · US$500M+ in Deal Value · HKEX, NASDAQ & Cross-Border · Accepting 2 new engagements this quarter
A great capital markets outcome — a listing, a strategic raise, a clean restructuring — is a two-to-three-year build. The structure has to be laid down. The numbers have to be shaped. The narrative has to be earned. The professional parties have to be chosen carefully, not reactively.
By the time most founders reach out, the term sheet is on the table, the regulator is asking questions, or a deadline is closing in. The choices have already narrowed. You end up playing the hand you built two years ago — with no room to rebuild it.
With a big enough vision, you can only be too late. You cannot be too early.
The founders who get the smoothest outcomes are the ones who started early — when there was still room to shape the structure, the numbers, and the story. They don't need more advisors. They need one person who sees the full picture and holds it steady for the two or three years it takes to build.
The engagement
A 90-day strategic engagement, scoped to the capital markets challenge in front of you right now.
01 · Weekly
60 minutes, one-on-one with me. Not a check-in. A working session where we move the deal forward: restructuring decisions, regulatory strategy, investor positioning, professional party selection.
02 · Between sessions
Email me when something comes up. 48-hour response, often faster. The work doesn't stop between calls.
03 · Monthly
A written document your board can read. Where things stand, what's been decided, what's next. Not a slide deck — a memo that moves the conversation forward.
Companies with a big vision for the next five to ten years, and the founders and executives leading them.
If a listing, a strategic raise, or a restructuring is 24 to 36 months out — and the groundwork on structure, governance, and narrative starts now — that's exactly the window this engagement is built for.
This engagement is scoped to a company, not an individual. It's advisory work billed to and contracted with the entity, because that's what the work serves.
If you're earlier than that — still exploring whether listing is even right for you — start with a free discovery call. This engagement is for companies that have decided to move and need someone in the room while they do.
Track record

60+
Transactions
US$500M+
Deal value advised
SFC
Type 6 Licensed
60+ transactions, US$500M+ in deal value — IPOs, general offers, convertible bonds, and restructurings across HKEX and NASDAQ. I've seen how these processes end. That's why I know how they need to start.
Whether you're two years out or six months from a milestone, the work is the same: getting the structure, the governance, and the story right — early enough that you still have room to shape them. That's what ten-plus years and an SFC Type 6 license are for.
The companies I work with range from founder-led businesses preparing their first raise to established firms navigating cross-border regulatory complexity. No matter the stage, the common thread is the same: they want someone who's been through it and can see around corners.
The path
Step 01
30 minutes. No pitch. I'll ask about the transaction, the timeline, and where things stand. You'll know by the end of the call whether this engagement makes sense — and so will I.
Step 02
If there's a fit, I'll send a one-page scope: what we'll work on, what the 90 days look like, and how the engagement is structured. You review it with your team and decide.
Step 03
Weekly sessions begin. The work is live from day one.
I take on a limited number of engagements at a time.
If you have a big vision for this company, the time to start planning is now.
Book a call
30 minutes. No pitch, no deck. Here's what to expect:
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