Capital Market Advisory

Sino-American Investor Advisory is dedicated to providing strategic advice for:

  1. Chinese companies seeking capital access in the US capital market either through IPOs or private placement.
  2. American start-up companies in need of capital injection or planning to expand their capital through IPO.
  3. American companies planning to tap into the China market through direct investment.

Our extensive network of relationships with deep industry knowledge and seasoned transactional expertise enables us to deliver a superior level of service.

Initial Public Offering Advisory

The Initial Public Offering (IPO) process can be complex and overwhelming, particularly for companies entering the public capital markets for the first time. For Chinese businesses, this challenge is often compounded by linguistic and cultural barriers. Partnering with an experienced, independent financial advisor can significantly streamline this journey. With deep expertise in U.S. capital markets, we provide clients with innovative, objective, and timely guidance. Our strong relationships with legal, accounting, investor relations, and investment banking professionals make us a valuable logistical partner in driving a successful IPO outcome.

Our Initial Public Offering Advisory services include:

  • All aspects of pre-IPO planning
  • Review and diligence of the company’s business plan
  • IPO readiness assessment
  • Auditor evaluation, selection, and introduction
  • Preparation of a presentation to underwriters
  • Underwriter introduction, selection, and negotiation

Private Placement Advisory

We understand that sufficient capital inflow is critical for a company to grow at critical stages.  Our private placement advisory provides domestic and foreign companies, largely Chinese, the following services:    

  • Identify and determine business objectives
  • Review and develop financing strategies 
  • Recommend an optimal strategy
  • Formulate a plan to execute that strategy
  • Implement that plan consistently until the closing

Our market experience and industry expertise mean that client capital needs are tailored to each unique situation, positioning clients to receive the optimal financing options. 

China Investment Advisory

China presents one of the most lucrative investment opportunities of the 21st century. Its remarkable economic performance is underscored by an annual Foreign Direct Investment (FDI) totaling USD 50 billion and sustained growth rates averaging 8% to 9% over the past few decades.

Accessing this dynamic yet complex market necessitates a deep understanding of the Chinese language, business practices, investment regulations, and available business opportunities. Our expertise in the Chinese market, coupled with our extensive network within the region, enables us to provide unparalleled facilitation for on-the-ground investments in China.

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