We Are Worthy of Your Trust Catalog
About Us ------3
Valuelink Vision: ------4
Valuelink Advantage ------5
Valua on ------6~19
Valua on Experience ------20~24
Team ------25~31
Contact Us ------32 About Us
We provide asset valua on, financial advisory, due diligence, financing and M&A services across diverse industries and our clients are mainly comprised of listed companies and lis ng candidates in China, HK and US, as well as large private corpora ons, state-owned enterprises and mul na onals.
Our analysts provide customised services to Chinese companies with global perspec ve and sharp percep on of local markets. Valuelink Vision
We aim to become a leading integrated financial service provider in China. We provide one-stop service to our valued customers with our profession, sincerity, dedica on and teamwork Valuelink Advantage
We provide customized and professional services to Chinese companies with global perspec ve and sharp percep on of local markets Transac on Services
Our transac on related services consist of dedicated and professional advisory services on equity financing, mergers and acquisi ons for start-ups & growing & mature companies, as well as support for the en re transac on process such as deal valua on, financial modelling, design and op miza on of transac on structure, tax risk control, deal nego a ons etc. 1 Equity Financing
Our transac on team has helped around 20 companies to conclude their equity financing transac on with deal size over US$500 million each. The industry coverage of these companies includes Internet, communica ons, educa on, healthcare, consumer goods, retail, real estate and service industry.
We serve our clients by iden fying their business’ poten al and highlights and help locate the most likely investors through our sophis cated network.
To conclude the transac on, we assist clients in comple ng financial models, valua on work, business proposals and other financing documents, as well as due diligence on poten al investors. We also try our best to nego ate the best financing terms and deal valua on for clients through a variety of means such as crea ng compe on and in-depth par cipa ng in deal nego a ons. 2 M&A Advisory Service
Our team provides professional advisory services to clients for their transac ons. Leveraging our rich M&A experience and insight into the Chinese market, we help clients iden fy key factors in any complicated transac ons and take quick responses to reduce risk.
We believe that a successful M&A transac on does not only hinge on execu on but also on communica on. In a M&A transac on, we keep close communica on with shareholders, senior management and key personnel of the counterparty to expedite the transac on.
As an adviser to buyers or sellers, we maintain connec ons with many A-share listed companies, Hong Kong listed companies, large M&A funds and industry leaders such that we help iden fy suitable buyers in good faith and commence strategic nego a ons on the transac on structure.
With thorough understanding of M&A prac ces in different markets, we maximise value for clients in M&A transac ons through designing innova ve yet prac cal transac on structures and facilitate nego a ons with compe ve edge. 3 Corporate Reorganiza on
Businesses are bound to undergo successes and setbacks. When facing unfavourable situa ons such as financial difficul es or declining opera onal results, businesses must make swi adjustment to their strategies to safeguard shareholders’ interests.
Based on our rich industry knowledge, diversified experience with transac ons and business connec ons, we provide advice to clients so that they can be er understand and quan fy the poten al effect of adverse factors and con nue to maximize their value. Our services include:
u Review of Business Models and Market Condi ons u Looking for Business Opportuni es u Proposals for Enhancing Corporate Value or Cu ng Loss u Corporate Structure Design 4 Financial and Tax Due Diligence
In making investments or in M&A transac ons, the par es should be informed of accurate financial informa on to make the sound business judgment. In addi on, accurate financial informa on can reflect the level of corporate governance and risk control. Through financial and tax due diligence, we help both par es effec vely iden fy risks in the transac on.
Our financial due diligence work does not only involve review of financial data but also is a full understanding and analysis of the opera on of the target. We express our opinion on risks at various corporate and business levels as well as our sugges ons on how to mi gate their effect on the transac on.
Our financial due diligence services include but not limited to the following:
u Review of Historical Financial Informa on and Industry Condi ons u Understanding the Business Model of the Target u Analysis of Key Success Factors u Analysis of Factors Adversely Impact Investment Value u On the other hand, our tax due diligence services focus on tax compliance and relevant risks of the target and appropriate plans for tax op miza on. Transac on Experience Equity Financing
Client Industry Transac on Amount Transac on Summary
A Game Developer Game US$74.00 Million Series B Private Equity Targe ng Oversea Financing Markets
A Major Photo Edi ng Mobile RMB300 Million Series B and C Private Mobile Tool Company Distribu on Equity Financing
A Leading Mobile Mobile RMB300 Million Series B and C Private Internet Distribu on Distribu on Equity Financing Channel
A Crea ve Internet Internet RMB60.00 Million Series A+ Financing Content Distribu on Technology Service Provider
An E-Commerce Data Data Service RMB20.00 Million Series A Financing Service Enterprise
A Mobile Casual Game Game RMB32.00 Million Series A and A+ Developer Financing
A Mobile Online Game Game RMB60.00 Million Series A Financing Developer Merger and Acquisi on Adviser
Client Industry Transac on Service Items Amount
A Game Developer Game RMB1.2 billion Seller Advisor
An Anime Company Anime RMB780 Million Seller Advisor
An E-Commerce Company E-Commerce RMB300 Million Seller Advisor
A Concrete Manufacturing Manufacturing RMB400 Million Seller Advisor Group Corporate Reorganiza on
ValueLink offered advisory services to a major telecom service enterprise in Asia invested by Bri sh Telecom for its internal reorganiza on related transac on.
This enterprise provides telecommunica ons and so ware system service outsourcing and opera on & maintenance services to major state-owned enterprises such as China Mobile, China Telecom, Industrial and Commercial Bank of China, China Construc on Bank and State Administra on of Foreign Exchange, and numerous private enterprises.
On such transac ons such as the cash out on the part of minority shareholders and the Bri sh Telecom, ValueLink assisted its major shareholders through deal valua on, deal structure design and nego a on support. ValueLink also provide sugges ons on future equity financing and IPO plans.
The total reorganiza on transac on amounted to US$68 Million. Financial and Tax Due Diligence
We have cooperated with many reputable investment funds and listed companies and have provided financial and tax due diligence for their investment purposes.
Major completed cases (also publicly disclosed) are shown as follows:
Client Target Company Industry Transac on Service Items Amount
A Venture Capital Chengdu Alltech Medical US$20 Million Financial Due Diligence, Equipment Cost Flow Improvement
A Venture Capital Lohao City Retail US$8.00 Million Financial Due Diligence Organisa on
A Venture Capital life Care Medical US$15.00 Million Financial and Tax Due Organisa on Networks Equipment Diligence
A US Listed Company Firstleap Educa on US$6.00 Million Financial and Tax Due Educa on Diligence
A Venture Capital Talking Data Mobile Service US$10.00 Million FDD, Fiancial Modelling
A Venture Capital Teambi on SaaS US$10.00 Million Financial Due Diligence
A Venture Capital VIPKid Online US$8.00 Million Financial and Tax Due Educa on Diligence
A Venture Capital E-Drive O2O Service US$6.00 Million Financial Due Diligence
A Venture Capital E-orange Recruit Online N.A. Financial Due Diligence Recruitment
A Hong Kong Listed Gvitech 3D Modelling N.A. Financial and Tax Due Company Diligence
A Major Internet Napai Investment Cultural RMB80.00 Million Financial Due Diligence Group Entertainment
A US listed company A Series of Online Online Travel N.A. Financial and Tax Due Hotel Sales Diligence Agencies
An A-share Listed Haymaker Game Game RMB60.00 Million Financial Due Diligence Company
A Venture Capital A O2O Company O2O N.A. Financial and Tax Due Diligence A State-owned Investment Fund Large-scale Group Purchase N.A. Financial Due Diligence Group Purchase Website Team Sophis cated Professional Team with Extensive Experience in the Industry
ValueLink team comprises top- er professionals from leading intermediary agencies including interna onally renowned valua on companies, well-known investment banks and the Big Four accoun ng firms. Our analysts possess a variety of professional qualifica ons, such as Accredited Senior Appraiser (ASA) of the American Society of Appraisers, Chartered Financial Analyst (CFA), Cer fied Public Accountant of the American Ins tute of Cer fied Public Accountants (AICPA), the Hong Kong Ins tute of Cer fied Public Accountants (HKCPA), the Chinese Ins tute of Cer fied Public Accountants (CICPA) , the Associa on of Chartered Cer fied Accountants (ACCA), Accredited in Business Valua on (ABV), Cer fied Prac sing Valuer (CPV) and Financial Risk Manager (FRM). Furthermore, the management of ValueLink have also par cipated in numerous IPO projects, as well as financial advisory and valua on assignments of listed companies.
² Lead by former senior management of the Big Four accoun ng firms and interna onally renowned valua on ins tu ons;
² Par cipated in various investment and financing, mergers and acquisi on (M&A), financial advisory and all kinds of valua on projects with large domes c brokerage firms, funds, VC, PE, listed companies, law firm, the Big Four and large domes c accoun ng firms;
² Provide precise and efficient services with an interna onal perspec ve based on our deep insights into local clients;
² Familiar with the Chinese, American, Hong Kong and interna onal accoun ng standards;
² Extensive experience in replying enquires from various regulators, including securi es regulatory commissions (China, America and Hong Kong), SASAC and tax authori es. John Zhang Co-Founder ValueLink Transac on
As a co-founder of ValueLink, Mr. John Zhang is mainly responsible for strategic planning, business development and human resource work for the transac on department of ValueLink.
Mr. Zhang was with Ernst & Young in his early career where he par cipated in the audit work for the lis ng of Industrial and Commercial Bank of China, Dongfeng Motor and some other large enterprises. He then moved to M&A advisory department of Deloi e & Touche where he served renowned domes c and foreign investment ins tu ons such as Blackstone, Warburg Pincus, CDH Investments, So bank SAIF and Northern Light Venture Capital as well as interna onal enterprises such as Air China and Bertelsmann. He has over ten years of experience in top- er industry leaders and par cipated in equity financing and M&A with transac on amount totalling over US$2,000 million.
Mr. John Zhang has extensive experience in different capital markets, PE and VC investment ins tu ons and has maintained close coopera on with major listed companies and M&A funds. Mr. John Zhang is one of the founding partner of ValueLink and is mainly responsible for financing and M&A transac ons. Lily Li Partner ValueLink Transac on
Ms. Lily Li is a managing partner (Beijing) of ValueLink Transac on. She is mainly responsible for project performance and business development of due diligence business in North China.
In her career, she had been with the audit department of PricewaterhouseCoopers and the financial advisory department of Deloi e & Touche. She joined Deloi e & Touche (Beijing) Financial Advisory Co., Ltd. as a deputy director of the M&A transac ons services department in 2006 where she took charge of and par cipated in more than 60 financial due diligence and valua on projects covering internet, B2C e- commerce, IT, fast-moving consump on, manufacturing, energy, agriculture and other industries with clients including many well-known risk investment, private funds, state-owned enterprises, listed companies and mul na onal enterprises. From 2011 to 2012, she served as a manager for M&A transac ons business in the Sydney office of Deloi e & Touche in Australia. She was then responsible for and par cipated in the cross-border transac ons between China and Australia.
Ms. Lily Li joined ValueLink in 2015 and is responsible for transac ons related services. Stephanie Shi Partner ValueLink Transac on
Ms. Stephanie Shi is a managing partner (Shanghai) of ValueLink Transac on. She is mainly responsible for project management and business development of due diligence and financial advisory service line in East China.
Ms. Stephanie Shi has over 11 years of experience in financial, audit and investment sector. She worked in PricewaterhouseCoopers and led a team to complete a series US lis ng projects of China private firms. She then joined a fund under the Communist Youth League where she led a team to execute due diligence and post-investment management for many fund-invested por olio companies and finally completed the project through lis ng on the growth enterprises market. Before joining ValueLink Transac on, she worked in Porsche and was responsible for the review on risk management and process management of Porsche Group in China. A er the merger of Porsche and Volkswagen, the management and business model of the group changed from family business to listed enterprise.
She is experienced in advisory services in various industries and served enterprises in industries such as new media, high technology, manufacturing, medicine, educa on and fast-moving consumer goods. She focuses on services such as corporate lis ng, background analysis & decision-making for investment, accounts clearing, designing internal control system and process op miza on.
Ms. Stephanie Shi is a Cer fied Internal Auditor (CIA). She holds a bachelor degree in accountancy from Tongji University and a MBA degree in from Hong Kong University. 蓝策 ValueLink拥有本手册的版权及解释权
ValueLink Beijing：Room 1201, Jing Guang Centre Business Building, 1 Chaoyangmen Outer Street, Chaoyang District, Beijing Postal Code:100020 Tel:＋86 10 6597 8211 Fax:＋86 10 6597 8221
ValueLink Shanghai：Room 610, 6/F, Century Business Plaza, 989 Changle Road, Shanghai Postal Code:200031 Tel:＋86 21 5448 0075 Fax:＋86 21 5448 0075
For general enquiries:[email protected] Website:www.valuelink.cn