Background
China's governmental departments at all levels have continuously introduced relevant policies and regulations to help enterprises obtain more financing channels, especially the launch of SME and GEM boards, as well as the subsequent launch of the new three boards, which have created favorable conditions for enterprise financing. However, theoretical research and reality show that the problem of enterprise financing is not only a matter of system and financing environment, but also closely related to the level of financing decision and risk value management of enterprise managers. It can be said that emphasizing the improvement of the investment and financing environment is one aspect, but more importantly, entrepreneurs should continuously improve their own management level and improve the scientificity of investment and financing decisions.
The BMI Group, as a leading corporate financial development service provider in the Greater China region, brings together 20 years of successful concepts in corporate financial services at home and abroad, summarizes the professional experience of more than 600 listed companies at home and abroad, and integrates a team of hundreds of experts in the industry with a rich background of hands-on work to customize the "Advanced Case Study on Corporate Investment, Financing and IPO for Entrepreneurs".
This course is designed to help entrepreneurs systematically learn and understand the professional knowledge and international industry rules of corporate investment, financing and listing, to create outstanding entrepreneurs and senior managers with extraordinary wisdom and knowledge of corporate investment, financing and listing operations, and also to help entrepreneurs practically solve the problems faced by their enterprises in investment, financing and listing needs.
Targets
Chairmen, general managers, investment and financing project managers, financial executives, and other middle and senior managers of enterprises
The senior managers of venture capital firms, private equity firms, banks, funds, asset management, insurance, guarantee, investment,
High-tech companies, and the senior managers of strategy consulting firms
Law firms, accounting firms, and other companies are also invited to participate in the seminar.
Senior managers of law firms and accounting firms
Heads of relevant government departments in charge of industrial investment funds
Successors or successor managers of family-owned companies
Others who are interested in working in private equity funds
Introduction of Mentors (in the order of last name)
Mr. Roy Lo
Associate Managing Partner of SHINEWING CPA Limited (Hong Kong), and an independent non-executive director of China Zhongwang (Hong Kong) Holdings Limited, Sun Hing Group Vision (Hong Kong) Holdings Limited, and Northern Mining (Hong Kong) Company Limited. He specializes in auditing listed companies and has profound research on corporate internal control and risk management.
Lu Hua Wei
Founder, Chairman and Managing Director of BMI Group. He is responsible for the management, strategic placement and development planning of the entire group. Led the Group to provide full range of services to more than 600 listed companies such as Lenovo Group, The Bank of East Asia Limited, Vio Biotech Holdings Limited, and assisted in the listing of nearly 100 companies such as Credit China, Dr. Frog, China Flooring, and so on.
Ye Yusheng
Partner of Jingtian & Gongcheng (Shanghai) Law Firm. So far, he has acted for Hosa International Limited in its global offering to raise approximately US$211 million, and Anta Sports Products Limited in its global offering to raise approximately US$480 million on the Main Board of the Hong Kong Stock Exchange, among other 15 projects. Provided legal advice to dozens of projects such as China Bosideng International Holdings Ltd. He has unique insights on private placements and overseas listings, especially on the legal issues of red chip listings.
Wu Jiong
Chairman of the Investment Committee of Phoenix Fund Management (Pte) Limited and New Home Fund Limited, and an angel investor. Mr. Wu joined Northern Light Venture Capital in January 2008 as an investment partner. He served from May 2000 to December 2007 as the Chief Technology Officer of Alibaba Group. He led the design of the technology platforms for Alibaba, Taobao, and the company's other products. He developed and patented Yahoo's search engine technology, founded Alibaba's U.S. office, and was an individual investor in the company. He is also an individual investor in the Hanting Hotel Chain, CoolMusic, HomePrice.com, Kaixin.com, and many other companies.
Li Bo
Code Intertek) belongs to the founder of the IESS business Yang Zhida
Dynasty Wine Group Limited financial director and company secretary, the president of the International Association of Financial Managers. Well versed in auditing standards in China, Hong Kong and the US, he effectively assisted in the simultaneous listing of China Mobile (then formerly known as China Telecom) in Hong Kong and the US to raise capital, making it the first mainland telecommunications company to be listed in Hong Kong.
Lu Qiang
General Manager, Greater China, Ruishi Management Consultants. Prior to joining Ruishi, he was Vice President of Greater China at Mercer Consulting. Ruishi is part of the MANPOWER Group, the only Fortune 500 human resources company, founded in Philadelphia, USA in 1980. With more than 200 subsidiaries and 100 branches worldwide, 80% of our clients are Fortune 500 companies.
Chen Feng
Guo Hao Law Group (Shanghai). The group has provided legal services for more than 300 domestic and overseas offerings and reorganizations, including the listing of Giant Network on the New York Stock Exchange, the listing of Lianhua Supermarket on the Hong Kong H-share market, the listing of Shanghai Zhenhua Hong Kong Machinery's A-share and B-share offerings, as well as the first batch of short-term financing offerings. Mr. Chen has organized and handled the initial public offering, refinancing and restructuring of dozens of companies, including AIC Securities Company Limited, Shanghai Pudong Development Bank Limited and Aerospace Times Electronic Technology Company Limited, and has served as permanent legal advisor to a number of listed companies.
Chen Siegen
Shanghai Dingjia Venture Capital Management Co., Ltd. is a partner and CEO, managing three VC and PE investment funds. He was the Managing Director of Shanghai Jiaoda Venture Capital Co. He has been responsible for or participated in the investment, management and capital operation of more than thirty projects. Successfully reached close cooperation with international investment groups including Everbright Holdings and Suez Fund.
Dr. Tony Cheng
Dr. Tony Cheng is the Director and General Manager of BMI Appraisals Limited, a member of the Financial Affairs and Regulatory Policies Committee of the Chamber of Hong Kong Listed Companies, and a member of the Environment and Sustainable Development Committee of the Hong Kong General Chamber of Commerce. Dr. Cheng has extensive experience in various types of valuation business and has been involved in large-scale valuation services in more than 10 countries around the world, such as IPO fund-raising, corporate finance, lease renewal, joint-venture acquisitions and disposals of businesses, etc. He has served more than 300 IPO valuation projects. He has served more than 300 IPO valuation projects. Dr. Cheng has also valued a number of major infrastructures in the Asia Pacific region and has extensive experience in real estate, investment sales and purchases, and property development.
Kwok Hian Yang
Vice President of Phoenix Fund Management (Pte) Limited and New Home Fund Limited. Mr. Kwok has over 10 years of professional experience spanning the private equity, investment banking and finance industries. Formerly, he was the Vice President of Investment Banking at Kim Eng Securities Group, specializing in corporate finance and advisory transactions in different industries, such as initial public offerings, private equity funding and mergers and acquisitions.
Kang Hiu Long
Managing Director of BMI Consultants Limited. With 16 years of investment banking experience in Hong Kong, he has planned and successfully sponsored 30 Hong Kong listed companies and completed more than 100 financial advisory cases for Hong Kong listed companies, including Daphne, Natural Beauty, Shanghai Fudan Zhangjiang Biomedical, Shanghai Fudan Microelectronics, Andres Juice, Junling and New Focus Automotive.
Yan Chak Keung
CEO of BMI Funds Management Limited. He was an investment manager in the public sector of the Hong Kong government, managing funds of HK$4.6 billion. He was an executive director of a listed investment advisor and asset management company. Market commentator for Hong Kong TVB Asia TV and Hong Kong Broadband. Contributor to Hong Kong Economic Times, Express Weekly, China Daily and Economic Digest. Over 10 years of investment experience.
Six Modules of Systematic Learning
Module 1. The Way to Success for Enterprises in the Capital Market
★ The Successful Methods for Enterprises to Connect to the Capital Market
★ The Key Points for Enterprises to Become the Target of the Capital Market
★ The Classical Case Study of Successful Integration of the Power of the Capital Market and Sharing
Module 2. Private Equity Financing Operations
★ Timing of Private Equity Financing
★ Analysis of Key Points of Private Equity Financing
★ Highlights of Attracting Private Equity Financing
★ Explanation of the Pros and Cons of Introducing Private Equity Financing
★ Classical Case Studies of Private Equity Financing
Module 3. Key Legal Practices in the Process of Listing and Financing
★ Legal Issues to be Focused on in the Process of Listing
★ Legal Issues to be Focused on in the Process of Private Placement Financing
★ Analysis of Key Points of Structural Reorganization of Listed Financing by Enterprises
★ Analysis of Typical Cases of Denial Due to Legal Reasons and Sharing of Such Cases
Module 4. Financial Focus in the Process of Listing and Financing
★ The Design Focus of Efficient and Pragmatic Financial Planning
★ The Establishment of Financial Internal Control System to Maintain Continuous Growth of Enterprises
Principles and Methods
★ Financial Problems to be Attentioned in the Process of Listing and Financing
★ Typical Cases of Denial due to Financial Reasons
This module is designed to help you to understand the financial problems in the process of listing and financing
★ Typical cases of denial due to financial reasons.
Module 5. Operational Practices of Establishing Efficient Equity Incentives for Enterprises
★ Analysis of the key points of the rational design of the equity structure of enterprises
★ Reasonable pricing methods of human capital within enterprises
★ Effective matchmaking practices between equity incentives and IPO financing for enterprises
★ Successful use of equity incentives and sharing of case studies
Module 6. The value of enterprises in different industries is assessed in practice
★ Analysis of the key elements affecting the results of enterprise valuation
★ Comparison of industry differences in valuation methods
★ Practical methods of obtaining a reasonable valuation of an enterprise
★ Case study and sharing of enterprise valuation
Value-added services
Renowned institutional investors with 30 billion The first line of teaching is to discover and build outstanding enterprises and projects with investment potential. Therefore, the participants of this workshop will have the opportunity to obtain more than ten million dollars of private investment with the ultra-low financing service fee of 480,000 RMB. For the successful fund-raising participants, we will refund the full amount of the training fee and the case customization fee paid by the participants in the early stage of the training program as a reward Scope of services
BMI Consultants provides a series of corporate financial services to assist companies to raise funds for future development and to maximize profitability for the shareholders and the company. maximize profits for shareholders and the company.
Private placement
Private placement is less costly than IPO fund raising, and there is more flexibility in terms of the size of the capital raised and the manner in which the capital is invested. Throughout the private placement process, we assist our clients in the preparation of documentation such as feasibility reports and business plans, sourcing and liaising with interested investors, placing advisor and follow up, valuation of the company to obtain a reasonable transaction price, assisting in the design of an optimal capital structure and obtaining the best possible terms for the placing.
Acquisitions and Mergers
In acquisitions and mergers, the firm needs to have the expertise to capture the potential value of the investment and to select the right company to merge with or invest in as a stand-alone project. This is why we carry out valuations of companies or stand-alone investments, liaise and negotiate financing with other professionals on behalf of our clients, prepare confidential information memorandums, carry out due diligence, provide legal advice from our group lawyers, act as an intermediary in the selection of suitable investors, and assist in the design of the most effective corporate structure and tax planning.
Borrowing from Banks and Other Financial Institutions
Borrowing is a simpler process and less costly than equity financing. However, companies need to be aware of their own financial position and the implications of borrowing. Therefore, we prepare the required bank approval documents for our clients to make the approval process efficient and smooth, negotiate with the bank for the loan, prepare the bank loan proposal, select the most cost-effective loan proposal based on the company's financial position, and prepare a cash flow statement for the bank to assess the company's repayment ability.
Listing
Listing is an important milestone for the Company, as it provides the Company with sufficient working capital for future development, enhances the Company's visibility and credibility amongst its suppliers and customers, and provides the Company with an avenue for refinancing through the capital market in the future. We provide a full range of professional services throughout the entire listing process, including preparation of feasibility reports, liaison with securities dealers, corporate restructuring and tax planning, assisting clients to improve their corporate governance structure and internal control system in accordance with the current requirements, training of relevant personnel, organizing accounting accounts, auditing, introducing and coordinating with various listing professionals, assisting in the drafting of the listing prospectus, and stock marketing. Services Scope of Services
Listed Companies
We provide company secretarial services to listed companies, assisting in the preparation and publication of annual, interim and quarterly reports and results, assisting in the obtaining of share repurchase and share issuance mandates, preparation of circulars and notices, preparation for annual and special meetings and related matters. In addition, we liaise with the Hong Kong Stock Exchange and other regulatory bodies in relation to transactions and their disclosure requirements. We also handle other special transactions such as discloseable and connected transactions, placing and repurchase of shares, rights issue, issue of warrants and share options, bonus issue, scrip dividend scheme, subdivision, consolidation and reclassification of shares, adoption of share option scheme, amendment of bye-laws, change of company name and reorganization of corporate structure.
Private Companies
In Hong Kong, we are responsible for the formation and management of all types of Hong Kong companies: companies limited by shares, companies limited by guarantee, partnerships, sole proprietorships and oversea companies (formed under Chapter 11 of the Companies Ordinance).
In China, we are responsible for the formation of Sino-foreign equity joint ventures, Sino-foreign cooperative joint ventures, wholly foreign owned enterprises, branch offices and representative offices of Hong Kong and overseas companies in China.
Formation and management of other overseas incorporated companies including Macau Offshore Limited and other sovereign states such as British Virgin Islands, Bahamas, Bermuda, Cayman Islands, Samoa, Belize and Delaware.
Other Company Secretarial Services
In addition to the above services, we will open and manage bank accounts in Hong Kong and overseas on behalf of our clients, act as trustees, nominee directors and nominee shareholders, change company structure and manage the register of shareholders, directors and officers, set up onshore and offshore trusts, apply for a money lender's license, ISO 9001, apply for registration of trademarks and patents, winding up and deregistration of companies, company search, land search, and other services. registration, company search, land search, and application for Closer Economic Partnership Arrangement (CEPA). Specialties
- Hong Kong Immigrant Investor Program - Capital Investment Entrant Scheme ("CIES");
- Other Immigrant Investor Programs - United Kingdom, United States of America, Canada, Australia, New Zealand, Singapore and Malta. The CIES is a new program that provides a platform for investors to invest in the United States.
Scope of One-Stop Service - CIES
(I) Pre-project - Documentation Processing
- Initial Interview, Assessment of eligibility and chances of success;
-Recommendation of the most suitable investment areas and immigration programs for you and your family;
-Assistance with a net worth review or property valuation two years prior to application (if necessary);
-Assistance with obtaining permanent resident status in a third country (if required);
(II) Mid-Project - Safe investment
- Provide the latest investment information for reference;
- According to the actual needs, to provide you with "customized" feasible investment program;
- Introduce the local reputable banks (eg, HSBC, Standard Chartered, Bank of America, etc.) and to help The investment transaction is under your full control, the investment process is 100% transparent, BMIIms do not need to be involved in the investment of money;
- The investment amount is remitted directly from your bank account to the relevant units, such as stocks, funds, real estate, the seller's law firm, etc.;
(III) the project later - closely follow up on the
- To help record the portfolio's performance, the investment is not a good idea, but it is a good idea. p>- Help to record each change in the portfolio;
- Suggest (if necessary) appropriate changes in investments to different categories as stipulated in the program, excellent investment solutions can also help you to improve the economic efficiency and achieve additional return on investment;
- Help to monitor each investment (change) sale and purchase not to exceed the time limit prescribed by the Immigration Department, in order to avoid disqualification; < /p>
- Annual monitoring of each investment (change) sale and purchase not to exceed the time limit prescribed by the Immigration Department;
- Annual monitoring of each investment (change) sale and purchase not to exceed the time limit prescribed by the Immigration Department; < /p
- Provide annual (***7 years) comprehensive investment reports to the Immigration Department and provide tax arrangement services.
(IV) Other Settlement Services
- Assistance in renting or purchasing housing, providing information on suitable living areas and children's enrollment in schools;
- Assistance in enrollment of children in schools;
- Assistance in applying for local driver's licenses, bank credit cards/debit cards, credit lines, mortgages, safes, etc.
- Complete and comprehensive consulting services to ensure the safety and security of your children;
- Assistance with the purchase of a new home;
- Assistance in the purchase of a new home. Provide comprehensive and full consultation services to protect all your rights and interests. Scope of Services
Based on the nature of the assets to be valued and the scope of the client's instructions, our services can be broadly categorized into the following major categories:
Real Estate Appraisal
Valuation of various types of real estate properties such as residential, commercial, office, retail and industrial properties, agricultural land/rural interests, village houses, other properties such as hotels, golf courses, resorts, frozen warehouses, clubhouses, ferry terminals, petrol filling stations and other properties, etc. We can also assist you in the valuation of your own property. clubhouses, ferry terminals, petrol stations, churches or schools, manufacturing plants of all kinds, and all kinds of land with development potential.
Plant and Machinery Valuation
All types of production plants, all types of production equipment, all types of machinery/motor equipment, furniture and fixtures, office equipment, all types of gemstones, all types of computer hardware and software, all types of molds and dies, automobiles/tractors/trailers, fishing vessels, tankers, all types of antiques.
Business Valuation
Agricultural Products, Motor Vehicles/Automobiles, Biotechnology, Chemicals, Exhibitions/Fairs, Food Processing, Forestry/Timber Production, Brokerage, All Types of Infrastructures/Toll Roads, Logistics, Maritime Trade/Marine Products, Recreation/Online Gaming, Pharmaceutical Products/Medical Services, Publishing, Software Applications, Telecommunications.
Trademarks, patents, copyrights, franchises, distribution networks, licenses, general software applications, patented technologies.
Business Consulting Services
Project evaluation, feasibility studies, business development plans, investment and risk assessment. Services
BMIBCS aims to provide information on serviced offices, virtual offices and meeting rooms around the world to meet the growing demand for office space and to help you find business excellence. Our office space search service is completely free of charge.
Serviced Offices
We offer a convenient search service for flexible, fully furnished offices in well-managed office buildings, which are available through a simple lease. Lease periods and office sizes are flexible, with offices suitable for one person up to 30 people.
Virtual Offices
Virtual Office packages allow you to work from home or travel abroad in a professional business environment.
Meeting Rooms
If you need to organize a high-quality meeting for a valued client at short notice, a meeting room with modern visual aids will meet your needs.
We save you money, time and effort. We offer cost-effective solutions, flexibility, convenience, and third-party professional services. Enterprise Resource Management Strategies. Cash Flow Management Part
Licensing Examination for Securities and FuturesIntermediaries (Paper 8) Intensive Course
Successful IPO Case Study
Public Relations Strategies for Enterprises before and after IPO
Enterprise Valuation and Accounting Arrangements
Licensing Examination for Securities and Futures Intermediaries (Paper 7) Intensive Course
Listing Process and Latest Regulations
Enterprise Resource Management Strategies. Contract Management
Integration of Domestic Enterprises with the Hong Kong Capital Market
Due Diligence Review of Initial Public Offerings by Sponsors
Corporate Finance and Listing Practice Course Series
Business and Asset Restructuring Activities in Support of Listing
Licensing Examination for Securities and Futures Intermediaries (Paper 7) Intensive Course
Licensing Examination for Securities and Futures Intermediaries (Paper 7) Intensive Course (Paper 8) and Futures Intermediaries (Paper 1,7,8) Intensive CourseLicensing Examination for Securities and Futures Intermediaries (Paper 1) Intensive CourseScope of Services
Listing Communications Campaign
Corporate PositioningMedia Relations CampaignsPress ConferencesInvestor Relations CampaignsPromotional Materials ProductionStatutory AdvertisingMedia Response Skills Training/RehearsalsListing CelebrationsPost-listing Communications Support
Investor Liaison
Meetings with Analysts and Fund ManagersPeriodic Publication of Company NewslettersPlant Site Visits PresentationsCollection of analyst reports
Media relations
Distribution of press releasesArrangement of media interviewsPlant site visitsPress conferencesMonitoring of media coverage
Results announcements
Chairman's statementManagement's business discussion and analysisPartial results announcementsPress conferenceAnnual general meeting
Communication skills training
Audience/ Audience / Occasion AnalysisMessage FormulationUnderstanding Media OperationsSpeech TechniquesRole PlayingPractice on Dealing with Pointed QuestionsFacing Camera Techniques, etc.
Project Management
BMI Creative specializes in arranging and co-ordinating regional and international events, including conferences, seminars, exhibitions, presentations, training courses, delegations and study tours, corporate training, as well as the formation and management of professional associations. With our rich experience and extensive network, we offer a wide range of services from planning, cost planning, coordination, marketing and publicity, to venue event management. Scope of Services
We act as our clients' in-house IT department, providing them with the most effective and appropriate IT solutions. Our main services are:
- Network Management
- E-Business Solutions
- Web Maintenance and Hosting
- Online Accounting System Software
- Project Management
- Information Security Specialty Areas
Our expertise spans a wide range of industries, including Accounting, Advertising, Bio-technology, Computing Hardware and Software, Consumer Products, Engineering, Entertainment, Finance, Healthcare, Industrial Equipment, Legal, Media, Medical, Property, Pharmacy, Telecommunications, Textile and Transportation.
Scope of Services
In today's world market full of unlimited business opportunities, in order to provide overall competitiveness, companies must be able to communicate effectively with their customers based on linguistic, technological and cultural recognition. Therefore, our goal is to provide our clients with reliable and comprehensive language services, including:
Translation of all types of financial, legal and business documents, including prospectuses, cumulative reports, announcements, circulars, memorandums and articles of association, technical specifications, etc.
Translation of all types of financial, legal and business documents, including prospectuses, cumulative reports, announcements, circulars, memorandum and articles of association, technical specifications, etc.
Interpretation of real-time, consecutive, and interpretation equipment setups.
Writing of company profiles, newsletters and corporate communications materials.
Editing of promotional materials, business reports, speeches, etc.
Transcription of interviews and meetings; transcription of audio and video recordings. Consulting Services
We believe that real estate is not a stand-alone strategy of a company, but needs to be integrated with other departments to accomplish the company's goals and ultimately achieve success. Therefore, through internal and environmental analysis, we are able to understand the uniqueness and needs of our clients. Based on our findings, we provide them with comprehensive consultancy services in various areas such as appraisal and valuation, project consultancy and marketing, development consultancy, market research and feasibility reports.
Corporate Services
We provide large multinational corporations with the best strategies for their short and long term real estate needs in a given location or region. We also provide project management, investment sales and purchases, office lease renewals and ground rent reviews, and retail lease renewals and ground rent reviews.
Sale and Purchase Services
Selling and purchasing properties involves long hours of searching and negotiating, a lot of paperwork, up-to-date market information, and most importantly, a reliable and professional agent. We offer a full range of property representation and agency services, customized retail consultancy and office leasing for both corporate and individual clients.
China Services
More and more companies are targeting the China market, but lack the expertise and knowledge to expand their business in China. Through our offices in Shanghai, Beijing and Shenzhen, as well as our partners, we are able to provide our clients with project promotion consultancy, retail consultancy, in-depth market research and feasibility studies in China. Scope of Services
Marketing consultancy and creative design services provided by BMI Strategic Marketing can be categorized into:
Marketing Consultancy Services
Customer Relationship Management
Creative and Design
Multimedia and Interactive Campaigns