Wenty LIU 刘文婷

Global M&A Advisory Manager of Greater China Area @ CDI Global M&A

About

During my 14+ years career life, I have spent 7 years in the UK and 7 years in China. Starting from 2012, I have been focusing on cross border M&A at CDI GLOBAL, being responsible for a number of research, analysis and advisory roles related to cross-border investments, M&A, and business development initiatives. I am a native and resident of Guangzhou, participates in a number of engagements related to Greater China. My email: wenty.liu@cdiglobal.com

Country

China

City

Huangpu District

Industry

Financial Services

Skill

Business Analysis, Project Management, Change Management, Financial Analysis, Risk Management, Management Consulting, Strategic Planning, Business Strategy, Banking, Financial Modeling, Finance, Mergers & Acquisitions, Analysis

Experience

Global M&A Advisory Manager of Greater China Area

CDI Global M&A

2012-5 - Present · 14 yrs 5 mos

Guangzhou, Guangdong, China

Current focus on cross-border M&A deals in the following industries, financial services, Fin-tech, and healthcare sectors, I leverage my extensive Sino-foreign experiences to support my clients go overseas.

Research and Advisory

Broadhaven Capital Partners

2010-5 - 2012-5 · 2 yrs 1 mo

Guangzhou, Guangdong, China

I was the Key Project Manager in a cross-border China-Brazil investment deal for a major Brazilian Bank.

Dealer/Trader

CMC Markets

2007-11 - 2010-3 · 2 yrs 5 mos

London, United Kingdom

I started my career at CMC Markets, one of the largest financial derivatives firms in the UK, as a trader on U.S. Equities Desk and ICT Desk (Index Futures, Commodities, and Treasuries). I developed firm and client risk awareness in the form of overall book exposure and liaising with senior traders. I served high net-worth individuals (HNWIs), building relationships by monitoring the execution of client trades, coaching the usage of the trading platform and providing trading ideas. I also analyzed the most active clients’ trading strategies and making suggestions whether the client should hedge their positions.