Corporate Financial Advisory
Providing domestic and foreign companies with recommendations on equity and investments, as well as funding plans
Assisting the National Bank of Detroit in the share transfer of its share holdings 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 its 8.8 million shares in China Bills Finance Corporation. Global Financial Services not only conducted an in-depth evaluation of its value, but also arranged and executed the tender offer. This project represented one of the few examples of a foreign company successfully disposing of equity investments in Taiwan to a Taiwanese company.
Representing China American Petrochemical Corp. in its tender of shares in Taiwan Semiconductor Manufacturing Corporation
Global Financial Services was retained by China American Petrochemical in 1990 to assist in that company's tender of its shares in Taiwan Semiconductor Manufacturing Corporation.
Representing Central Investment Holding in its acquisition of share holding in International Investment Trust (1983, 1990, 1991)
International Investment Trust, IIT was established in August 1983 as the first securities investment trust business in Taiwan to be specially approved by the Ministry of Finance with paid-in capital of NT$250 million. In December 1990, Global Financial Services was retained by Central Investment Holdings to assist in the acquisition of shares of International Investment Trust from nine overseas shareholders. After conducting thorough evaluations, Global Financial Services immediately came to an agreement with several foreign shareholders for acquisition of their stakes in IIT, and signed share purchases agreement subsequently. In July 1991, the transfer of shares was completed. Due to the fact that one of the funds managed by International Investment Trust Fund was listed on the New York Stock Exchange, IIT and its shareholders were subject to U.S. securities laws. This project was the first to involve a Taiwanese company purchasing stakes from various foreign shareholders in a transaction under both the laws of the Republic of China and the United States.
Representing Japan's Nikko Securities in the transfer of its equity in International Investment Trust
In July 1991, Global Financial Services was retained by Japan's Nikko Securities for the transfer of its 105,000 shares in International Investment Trust.
Representing American Express in the transfer of its shares in BOC-AMEX Leasing Corp.
American Express owned a 50% stake in BOC-AMEX Leasing Corp., making it the largest and only foreign shareholder. Due to a shift in business strategies by American Express' headquarter, the investment in BOC-AMEX Leasing Corp. was no longer considered strategic. Therefore, in April 1991 American Express retained Global Financial Services to execute the transfer of all of its shares in BOC-AMEX Leasing Corp.
International Investment Trust's share transfer
The International Investment Trust's IIT share transfer was initiated by the company's major shareholders, including Central Investment Holdings, The Farmers Bank of China, United World Chinese Commercial Bank, Ming Dong Ent. Co., Ltd. Quaker Oats Taiwan share, who retained Global Financial Services to assist in the share transfer of their holdings in IIT during the period from 2001 to 2002. Due to a depressed economy and stock market, as well as the spread of shareholders of the company, the deal was not finalized.
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