Charles M. Email & Phone Number

北京市, 中国

Managing Director 金融董事总经理世界五百强集团 （Fortune 500 世界500强）with 10 listed companies 拥有十家上市公司，在金融板块任职Managing Director.Financial Service, PE, IBD, Strategic InvestmentLead the CP Capital and Group funds for Investment, M&A. Set up Industrial Capital Fund, Acquisition Fund, PE and VC fund. Investment targets include Primary market (unlisted company) and Secondary Market (listed company).Main responsibility:1. M&A and Investment: including financing, investment, post acquisition integration, and exiting.2. Financial Adviser Service: IBD service to Group3. Secondary Market investment: applied “PE + Listed Company” model, for secondary market company investment4. PE fund and Industrial Capital Fund: Both RMB and USD fund.5. Venture Capital6. Cross border, Strategic and financial investment7. Strategic planning: JV and Partnership8. Company Financing: Financing service for companies, both listed and private companies.

中国

Investment Consultant to the BoardInvestment and M&A General Manager, Strategic Development General ManagerExecutive Management Member of the listed CompanyYili is number 1 Dairy, FMCG and Food company in Asia. It is a listed company in China with 200 Billion RMB Market Share in Stock A Market and with an annual sale for around 70 Billion RMB.Main Responsibility:1. Investment and M&A：Set up and lead In-house M&A and IBD Team. Help the Group to carry out M&A projects from Due Diligence, Negotiation, Subscription, to Completion and Integration2. PE (Private Equity Fund) fund Set up and execution: Set up in-house Investment Acquisition Funding. PE funding set up and investment. Including both USD and RMB Funds from 200 million to 10 billion.3. Capital Operation (Secondary Market): Capital Operation in China Stock A Market, Private Placement, Share Value Management, List Co. Investment etc.4. Financing: Equity financing and Debt financing in both RMB and USD. Syndicated loans for M&A projects, Equity fund financing.5. Strategic Planning: for internal 1year, 3 year and 5 year strategy plan. For Chairman and Board review.6. Secondary Market (Stock market) investment: Financial investment in HK, USA, UK listed companies. Led the company sell 350 million Shares (of a Hong Kong listed Company) one year in advance, when the share price is at a peak high. Earned 300 million RMB in advance. Top 10 China exiting cases in Stock market.

Netherlands And Beijing 荷兰与中国

Fortune 500 Company, in house Investment Banking Division, PE unit, Strategic investment.世界五百强企业。一开始在Sinochem Group 工作， 投资了欧洲公司的大健康医药板块后，在欧洲总部工作， 投后管理。融投管退 全流程经验）Worked in the headquarter. Utilized my work experience to facilitate the Mergers and Acquisitions (M&A) and better fulfill company global strategy. Performed 10+ M&A activities (in China and globally) , including Strategic projects and Capital Investment.Keep good network and hold regular meetings with investment banks including Merrill Lynch, UBS, RBS etc (with Global head, Managing Directors) and key industry executive directors such as DuPont, Bayer, Total, BP, GSK, ChemChina, P&G. etc. Maintain good relationship with government authorities such as NDRC, MOFCOM and Investors (both Industrial companies and PE).Expertise: Private Equity, Investment, M&A, Business Development, Cross Boader M&A and Strategic Investment

英国 英格兰 伦敦

Global Investment/M&A and Strategy, in-house PE and VC investment, including fund set up, investment and exit.P&G (Procter & Gamble), a Fortune 500 MNC. UK, USA and China experienceExpertise: FMCG and Consumer Goods, Private Equity, Consulting, Investment, PE, Due Diligence, M&A, SME Venture capital VC Investment, Strategies

英国 英格兰 伦敦

Investment Banking (IBD，M&A and Corporate Finance), UBSWorked in London office. UBS is the word leading investment bank, specialized in M&A, ECM, and Corporate Finance. I led the M&A group for Equity Investment projects. Successfully completed 10+ M&A projects, with listed and Private companies and also worked with Private Equity (PE) and Venture Capital (VC) Funds.The Main work includes:1. M&A：Lead the industrial companies to carry out M&A projects, including Strategic Analysis, M&A Framework, Design of Deal Structures, Negotiation, Integration Plans. Completed more than 10 projects in 3 years' time, with the total value 4 Billion USD (26 Billion + RMB).2. Corporate Finance: Financing and refinancing for M&A Projects and Start-up Companies, leading and arranging syndicated loans.3. LBO (Leveraged Buy-Out): Design the structure for LBO. Reduced the initial Capital and significantly enhanced IRR and ROE.4. Strategic investment: Strategic investment for listed and private companies.5. Private Equity and Venture Capital: Provide investment and financing service to Private Equity (PE) and Venture Capital (VC) Funds. Help PE//VC to set up funds and execute deals. M&A, Financing and Private Placement in Secondary Market.Results:1. Financing and M&A: Successfully completed more than 15 Financing Projects and 10 M&A projects with a total value of 4 Billion USD.2. Completed 8 cross boarder investments. Syndicated loans for more than 15 billion RMB (value)3. Lead PE/VC funds for investments and completed 12 projects.4. Learned the full set of skills for Investment, M&A and Corporate Finance from UBS Europe.5. Carried out LBO projects with 35-90% IRR.Expertise:Financing, Investment, IBD, PE/VC Partnership, M&A, Strategy, Integration, Primary and Secondary Market

Doctor Of Philosophy - Phd, 牛津大学

Bachelor Of Management, Management 北京大学

Bachelor Of Science (Bsc), Double Degrees 北京大学

Master Of Business Administration - Mba, 牛津大学商学院培训