Investment Strategy

Our Services > Private Equity > Investment Strategy for a Principal Investment Company

Client Overview


    The client is a principal investment company with HK$200M AUM. The client leverages on Hong Kong's talent and business management experiences to assist project investment and management. The client wanted to devise a strategic business plan for the commercialization of raw material for futurstic use in Mainland China. 

    Complications

    • The company wanted to develop a strategic business plan that would be accepted by both the Chinese government and a UK academic organization in order to proceed with business execution.

    How Embarkley & Company Has Helped

    • Embarkley helped the client devise a strategic plan, which was packaged into a presentation for the Chinese government and the renowned UK academic organization.
      Embarkley helped develop the client’s organization structure, role and responsibilities of the to-be-established company.
      Embarkley developed a budget plan to forecast the projected income, expenses, thus derive the targeted return on investments.

    Outcome

    • Embarkley helped the client create a strategic business plan including: investment strategy, active management, incubation, commercialization and exit.
    • Embarkley helped develop a budget plan which projected incomes, summing to approximately $128M over 5 years.
    • The strategic business plan was accepted by both the Chinese government and UK academic organization.
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