Strategic Consulting and Fund Raising Services

We provide Strategic Consulting and Fund Raising Services to entrepreneurs and companies that are expanding or starting up their businesses which may involve merger and acquisition, large capital expenditure and/or Greenfield projects.

Our scope of services includes:

  • Evaluate business risk and financial risk under alternative growth scenarios.
  • Advise on shareholder value creation strategy considering available financial resources.
  • Review Business Plans and prepare financial models.
  • Draft Private Placement Memorandum.
  • Prepare Term-Sheets, setting main terms and conditions of debt or equity placement.
  • Select investors/lenders to be contacted/ Assist in roadshow.
  • Assist in due diligence, merger and acquisition process.
  • Negotiate Term-Sheets with investors/lenders.
  • Signing of legal documentation with selected investors/lenders and Closing.

Our pipeline deals

We are currently working on the strategic consulting and fund raising advisory deals for companies in education, clean technology, fintech, real estate development and retail industries.

Structured Trade Finance Advisory

We provide structured trade finance advisory to exporters who want to expand the market but face with cashflow difficulties. By analyzing their purchasing and export transaction flow, their buyers’ profile and working with financial institutions throughout the supply chain, we will advise exporters on securing clean inventory financing and/or export bill discounting without recourse facilities which enable them to deliver all export orders and expand their export market in efficient manner.

Our structured trade finance advisory services bring following benefits to exporters:

  • Have clean credit lines for import, export activities;
  • Have ability to accept big orders from prestige buyers;
  • Improve creditability in the eye of domestic and international suppliers; and
  • Mitigate import, export risks.

Investment Advisory & Canada Hub Solutions

Canada’s $1.6 trillion economy is one of the largest and most stable in the world. According to the Economist Intelligence Unit (EIU), Canada is the best country in both the G7 and the G20 for doing business over the next five years. In terms of country’s potential for investment and growth in its economic infrastructure, Canada also ranks first in the G7 and fourth overall. At a time when foreign direct investment (FDI) flows into developed economies dropped 40%, FDI into Canada increased 70% in 2018.

Canada is the only G7 country that offers investors preferential market access to over 1.5 billion consumers in 51 countries thanks to (1) The Canada-United States-Mexico Agreement (CUSMA), signed in November 2018, modernizes NAFTA; (2) The Canada-European Union Comprehensive Economic and Trade Agreement (CETA) ensures nearly 99% of EU tariffs are duty-free for Canadian goods and guarantees market access to both the EU and North America; (3) The Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) gives companies operating in Canada preferential access to one of the largest trading blocs in the world, including key markets in Asia and Latin America (Currently , Canada, Australia, Japan, Mexico, New Zealand, Singapore and Vietnam fully join- Brunei, Chile, Peru and Malaysia will join soon). Further, Canada’s market access is supported by a reliable and efficient transportation system, providing for effective Canadian business participation in global supply chains.

Recognizing the competitive advantages of Canada hub that would enable entrepreneurs and companies access to global market while diversifying financing sources and lowering financing cost, through our liaison office in Toronto, we are providing investment advisory services to investors and companies that want to set up Canada hub.

Our scope of services includes:

  • Feasibility assessment (i.e. networth, business viability, human resource capability).
  • Assess investment opportunities introduced by Canadian partners.
  • Assist in preparing business plan and financial plan.
  • Facilitate the partnership development for bilateral trade and investment with target Canadian partners in target industries, such as education, tourism, textile and garment, IT, solar energy/clean technology, agriculture products and other export oriented industries.
  • Coordinate with Canadian partners to facilitate business incorporation and business development in Canada.
  • Assist in complying with foreign direct investment laws and facilitate fund transfer out of Vietnam.
  • Work with Canadian immigration consultants/lawyers to assist investors in obtaining work permit, PR as well as staff transfer process/ facilitate documents completion process.
  • Work with Canadian partners to advise on international trade finance and financing arrangement.

Wealth Management Services

Nowadays, many successful business owners are diversifying their investment portfolio in both domestic and overseas markets, which result in need for professional wealth management services.

We provide wealth management services with following scope of works:

  • Integrated financial planning: including budget review & analysis, cashflow modelling, financial risk assessment & insurance planning, investment allocation assessment, will and estate document review.
  • Tax planning that helps clients foresee all the tax payable for their entire investment portfolio globally.
  • Investment management: including asset allocation and tax aware investing strategy.
  • Trust services: allow clients to place their assets in a trust account for the benefit of one or more beneficiaries who are often family members, but can also be a friend or a favorite charity. We will serve as a main trustee and work with suitable co-trustees to administer the trust, manage clients’ assets and distribute income or principal to the beneficiaries according to the terms of the trust agreement. At initial stage, we can act as clients’ administrator to prepare consolidated financial report for the entire investment portfolio, assisting clients in managing their investment in efficient way. We will also train/educate the designated family members on managing the family’s assets.  
  • Estate planning: we help clients build estate plans that are in line with their priorities (education for their children, lifestyle and charity). We also work closely with clients’ attorney to reflect clients’ wishes in estate documents.

Our wealth management services would benefit clients in the following ways:

  • Protect privacy;
  • Reduce estate tax;
  • Avoid the expenses and delay of probate process;
  • Set up a fund for your own support in case you become incapacitated;
  • Support family members who may be in need;
  • Get professional support for family members who may not be able to responsibly manage their finances without assistance;
  • Manage assets for minor beneficiaries (i.e. charities and/or friends); and
  • Avoid operational disruption.