Independent Advice on Transactions, Capital, and Markets

We work with startups, middle-market companies, family offices, and PE/VC investors on M&A, capital raising, diligence, and market entry. We advise directly — senior-led, conflict-free, and without the overhead of a traditional firm structure.

Zhiyu Wang

Zhiyu Wang

Partner

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Transaction Advisory | Investment & Quant Research

Industries

Pharmaceutical & Life Sciences Financial Services & PE/VC Healthcare Digital Assets & Fintech Infrastructure & Energy Consumer Retail & E-Commerce Real Estate TMT

How We Help Clients

We work with you shoulder by shoulder to empower the sustainable growth

Financial Advisory & Analytics

Data-driven financial advisory for operating companies — FP&A, fractional CFO, revenue and seasonality forecasting, market entry, and economic research. Combining traditional financial modelling with quantitative and ML methods.

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Transaction Advisory

Full M&A and capital raising pipeline — commercial and financial due diligence, LBO/M&A modelling, valuation, deal materials, and post-merger integration. We support buy-side and sell-side processes, including identifying counterparties where needed, and prepare investment-ready materials for companies raising capital.

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Investment & Quant Research

Cross-asset research and macro strategy — equities, fixed income, commodities, and digital assets — for institutional investors, funds, and platforms. Includes our Tokyo-based macro CTA desk and white-label / co-branded research for asset managers.

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Frequently Asked Questions

What is Zimark Advisory and how does it work?

Zimark Advisory is an independent advisory firm headquartered in Tokyo. We advise startups, middle-market companies, family offices, and PE/VC investors directly — senior-led, conflict-free, and without the overhead of a traditional firm. Clients are onboarded to an AI-powered portal for project tracking, document exchange, and data room management, so you focus on decisions, not admin.

What kinds of engagements do you take on?

We work across three pillars: Financial Advisory & Analytics — FP&A, valuation, and fractional CFO support for operators and family offices; Transaction Advisory — the full M&A pipeline from pre-deal diligence and financial modelling through to closing; and Quant Investment Research — cross-asset research and macro strategy for funds and platforms.

How much does it cost to work with Zimark?

Engagements are structured as hourly (open-ended, tracked via our client portal), fixed-fee (milestone-based for defined deliverables), or monthly retainer (dedicated capacity for ongoing relationships). Where Zimark acts in an advisory capacity on a transaction — not pure analytical heavy-lifting — a success fee component applies alongside the retainer. Scope and budget are agreed upfront.

ZheShang Securities Guosheng Securities EY-Parthenon Blaids Equity Commercial Holdings Aurora Solar Jaguar Express Helios Analytics Acosound Floor Galore VNRebates Ministry of Finance WeSamm Capital Holdings Activist Investing Coare

Our Team Brings Experience From Leading Institutions

KPMG Delloite EY PWC BAML UBS Amazon IBM Institute Google Morgan Stanley JPM HSBC CICC 国泰君安 中信