Jerry Photo
Core Team

Jerry

CO-FOUNDER & VICE PRESIDENT

Responsible for project development. Former Vice President at Yuan Group Canada, overseeing multiple overseas M&A projects for leading corporations across North America and Asia, with expertise in deal structuring, due diligence, and cross-border transaction execution.

15+ Years of Investment Banking & M&A Experience
$2B+ Total Transaction Value Completed
30+ Cross-border M&A Deals Led

Professional Biography

Jerry is a seasoned investment banking professional with extensive cross-border M&A expertise. He previously served as Vice President at Yuan Group Canada, where he was responsible for project development and oversaw multiple overseas M&A projects, advising on major corporate restructurings and strategic transactions.

As Co-Founder & Vice President, Jerry brings his investment banking expertise to lead the company’s project development and growth initiatives. With over $2 billion in completed transaction value, he has demonstrated exceptional capabilities in deal structuring, due diligence, and cross-border regulatory navigation. His industry focus spans technology, financial services, and consumer sectors across Asian and global markets.

Career Timeline

  • 2020 – Present · Co-Founder & Vice President Leading company project development, business development, and major client relationships across global markets
  • 2015 – 2020 · Yuan Group Canada, Vice President Oversaw multiple overseas M&A projects, executed $800M+ in transactions across technology and financial services sectors
  • 2009 – 2015 · GF Securities (Guangfa Securities), Vice President – M&A Department Advised on corporate restructurings, IPOs, and strategic M&A transactions for leading Chinese enterprises

Key Achievements & Qualifications

Core Achievements

Led 30+ cross-border M&A transactions with total deal value exceeding $2 billion
Successfully advised on 5 IPO transactions and multiple strategic corporate restructurings
Built and maintained relationships with Fortune 500 companies and leading Chinese enterprises

Professional Certifications

MBA from leading international business school
China Securities Investment Banking License
International M&A Professional Certification (CIMA)