Introduction

The mezzanine fund team is positioned on making safer equity investments, seeking to create desired return under the premise of overall risk control. Team members have relevant, complementary skills and experience in private equity, investment banking, risk management, accounting auditing and investment management, and have accumulated approximately 50 years of valuable experience in implementing equity and structured investment strategies.

China Everbright Holdings Limited invested in the Mezzanine Fund as a cornerstone investor. Leveraging China Everbright’s brand effect, diversified channels and resources, the Investment Team‘s deep understanding of selected industries, contacts and networks. In the past investment projects, our business partners include sub-sector market leaders and reputable financial institutions.

Investment Strategy

Focusing on industries closely originated from basic needs of the huge population including food, beverages and education/training, the team always target leader in selected market characterized in its market potential, life cycle, prospect of integration as well as high earning abilities. Together with the highly respected entrepreneurs, management team will provide investors with satisfying returns via strict risk control, flexible investment structure and professional post-investment management.

Track Record

As of Mar 2021, the team raised and managed three mezzanine funds and three special funds, have invested in 14 projects. Accumulated investment amount was about RMB 5 billion, and there was no loss in any projects. All 6 investment projects have been completed and exited for Fund one. Fund two has invested in 6 projects, among which 1 project has been exited while 2 projects’target company has been listed, and another 1 target company is in the process of IPO. Fund 3 has completed first closing with target size of RMB 3 billion, in which 1 target company is preparing IPO while numerous pipelines are waiting ahead.

Hope Education

  • Leading private higher education group in China, ranking first in the Midwest and second in the country
  • Equity investment plus repurchase guarantees, as well as partial debt financing
  • As the only external institutional investor before listing, deeply participate in corporate strategic restructuring, corporate governance and Hong Kong listing preparation
  • Listed in Hong Kong in August 2018

Dekon Farming

  • Leading pig breeding enterprise in the west, cooperated with Alibaba Cloud to develop artificial intelligence breeding in China and achieved remarkable results.
  • Equity investment plus repurchase guarantee
  • As its sole external institutional investor, deeply participate in corporate governance, strategic planning and listing preparation, etc.
  • Plan to list in China

Neusoft Holdings

  • China's leading large-scale enterprise group with presence in education, medical health and information technology industries 
  • Debt plus equity 
  • Provided financial solutions for large and complex equity restructuring involving listed companies, and improved the consistency of interests between the company's management and external investment institutions
  • Exited completely
  • Ben Lu

    Managing Director

    Ben has nearly 25 years of experience in commercial banking and investment management. He has worked at a number of sizable Chinese state-owned and foreign financial institutions in Canada, Hong Kong, Beijing and Shenzhen, focusing on structured finance, project finance, equity investment and credit risk management. Before joining China Everbright, Ben was the Chief Representative of Beijing Representative Office and Head of Corporate Development at The Bank of Nova Scotia, leading its direct investment projects in China. Ben received Bachelor's Degree in International Finance from Renmin University of China; Master's Degree in Economics from The University of British Columbia, Canada; and MBA Degree from The University of Western Ontario, Canada. Ben has also been granted the Lawyer Qualification Certificate of the People's Republic of China.

  • Haining Dong

    董事总经理

    Mr. Dong has more than ten years of experience in the use of insurance funds and equity investment. He once served as the head of Equity Fund Investment Department of Xinhua Life Insurance and deputy director of asset management center of CITIC Prudential insurance. He has rich experience in equity investment, non-standard financial product investment and real estate investment. Mr. Dong holds a master's degree in finance from school of economics, Peking University and a bachelor's degree in business management from Guanghua School of management, Peking University.

  • Coral Liu

    Director, Investment

    Coral has solid experience in private equity and company onshore / offshore restructuring. Before joining China Everbright, Coral worked at Mingly China Growth Fund and Deloitte Financial Advisory Limited. Coral received a Bachelor's degree from Fudan University. She is a CICPA Charter-holder.

  • Bart Wang

    Director, Investment

    Bart has solid experience in capital markets, including cross-border M&A, capital financing, and fixed income trading and risk control. Before joining China Everbright, Bart worked at Standard Chartered Bank. Bart received Bachelor's Degree and Master's Degree of Economics from Shanghai University of Finance and Economics.

  • Jiangang Shi

    Vice President, Investment

    Mr. Shi has worked in the Food and Beverage Business Unit and Venture Capital Fund of Fosun Group. He has been involved in food and beverage industry for nearly five years and has led and participated in many investment projects. Mr. Shi has more than nine years of research experience in the food and beverage and related consumer goods industries. He has worked in Tianxiang Investment, research departments in Huatai United Securities and Oriental Securities. Mr. Shi holds a bachelor's degree in economics from Donghua University.

  • Vivian Wan

    Senior Associate

    Vivian has worked for Ernst & young and other top 500 foreign-funded enterprises. She has rich experience in comprehensive financial management, internal control and merger and acquisition integration at the group and company level. Vivian holds double bachelor's degrees in finance and accounting from Zhongnan University of economics and law, and is a senior member of global Chartered Management Accountant (CGMA).

  • Bo Pang

    Associate

    Mr. Pang worked in Guotai Junan Securities Co., Ltd. and has extensive experience in the company's domestic A-share listing, refinancing, mergers and acquisitions. Mr. Pang holds a Bachelor in Economics and Mathematics from the University of Chicago and is a Chartered Financial Analyst (CFA).

  • Suo Wang

    Analyst

    Mr. Wang worked at Fosun Group and Westlake Partners, was deeply involved in many consumer related investment projects. Mr. Wang holds a Bachelor's degree in Economics and Applied Mathematics from the University of Connecticut, a Master's degree in Economics from University of Cambridge, and a Master's degree in Financial Mathematics from the University of Chicago.

RMB Mezzanine Fund

Tel (021) 2089 0901
Fax (021) 2089 0999
Email zhujun.qiu@everbright.com
Address 25/F, 21st Century Tower, 210 Century Avenue, Pudong New Area, Shanghai, China