Independent Advice on Transactions, Capital, and Markets
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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.
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.
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.
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.
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 SecuritiesGuosheng SecuritiesEY-ParthenonBlaidsEquity Commercial HoldingsAurora SolarJaguar ExpressHelios AnalyticsAcosoundFloor GaloreVNRebatesMinistry of FinanceWeSamm Capital HoldingsActivist InvestingCoare
ZheShang SecuritiesGuosheng SecuritiesEY-ParthenonBlaidsEquity Commercial HoldingsAurora SolarJaguar ExpressHelios AnalyticsAcosoundFloor GaloreVNRebatesMinistry of FinanceWeSamm Capital HoldingsActivist InvestingCoare
Our Team Brings Experience From Leading Institutions