Corporate Financial Management Consulting

Provided domestic and foreign companies with recommendations on equity or tangible investments, as well as funding arrangements

• Assisted the National Bank of Detroit in the transfer of its equity in China Bills Finance Corporation (1988)
• Represented China American Petrochemical in its tender of shares in Taiwan Semiconductor Manufacturing Corporation (1990)
• Represented Central Investment Holding in its acquisition of equity in International Investment Trust (1983, 1990, 1991)
• Represented Japan's Nikko Cordial Securities in the transfer of its equity in International Investment Trust (1991)
• Represented American Express in a transfer of its shares in 交運通租賃公司 (1991)
• International Investment Trust equity sale (2001)

Assisted National Bank of Detroit in the transfer of its equity in China Bills Finance Corporation 

At the end of 1988, Global Financial Services assisted the National Bank of Detroit of the U.S. in the transfer of 8.8 million of its shares in China Bills Finance Corporation. Global Financial Services not only performed an in-depth analysis leading to an accurate assessment of the stock's value, but also arranged and executed the actual sale. This project represents one of the few examples of a foreign company successfully selling off equity investments in Taiwan to a Taiwanese company.

Represented China American Petrochemical in its tender of shares in Taiwan Semiconductor Manufacturing Corporation

Global Financial Services was commissioned by China American Petrochemical in 1990 to assist in that company's tender of its shares in Taiwan Semiconductor Manufacturing Corporation.

Represented Central Investment Holding in its acquisition of equity in International Investment Trust

International Investment Trust was established in August 1983 as the first securities investment trust company in Taiwan to be specially approved by the Ministry of Economic Affairs. Paid-in capital totaled NT$250 million. In December 1990, Global Financial Services accepted a commission from Central Investment Holding to assist in its acquisition of equity in International Investment Trust from nine overseas shareholders. After performing assessments, Global Financial Services came to an agreement with several of the foreign shareholders for acquisition of their shares, subsequently signing contracts for equity purchases. In July 1991, the transfer of equity was completed. Due to the fact that one of the funds managed by International Investment Trust-中華民國台灣基金-was publicly listed on the New York Stock Exchange, International Investment Trust and the shareholders were subject to American securities regulations. This project was distinguished by the fact that it was the first to involve a Taiwanese company purchasing corporate equity from multiple foreign shareholders in a transaction falling under the legal jurisdiction of both the Republic of China and the United States.

Represented Japan's Nikko Cordial Securities in the transfer of its equity in International Investment Trust

In July 1991, Global Financial Services accepted a commission from Japan's Nikko Cordial Securities for the transfer of 105,000 shares in International Investment Trust.

Represented American Express in a transfer of its shares in 交運通租賃公司

American Express owned a 50% stake in 交運通租賃公司, making it the largest and only foreign shareholder. Due to a shift in business direction initiated by American Express' headquarters, the investment in 租賃公司 was no longer considered strategic. Therefore, in April 1991 American Express commissioned Global Financial Services to execute the transfer of all of its shares in 交運通租賃公司.

International Investment Trust equity sale

The International Investment Trust equity sale was initiated by the company's major shareholders (including Central Investment Holding, the Farmers Bank of China, United World Chinese Commercial Bank, 明東實業股份有限公司, Quaker Oats Taiwan), who commissioned Global Financial Services to assist in handling the equity transfer during the period from 2001 to 2002. However, due to factors such as a depressed economy and stock market, as well as the large number of stakeholders in the company, no deal has yet been finalized.