Swagat Chavan

分析师，德里

Swagat作为aquariusx的投资分析师，主要专注于印度市场。此前，他曾在Angel One担任团队经理、在Kotak Mahindra银行为客户处理汇款事宜、并在印度汇丰银行对非居民印度人的投资组合进行管理。

Swagat拥有孟买大学的理学学士学位，以及孟买 IIBF 的银行与金融研究生文凭。

Swagat的工作语言包括英语、印度语

Jules Xiong

分析师，上海

Jules 于2021年加入 aquariusx并担任分析师一职。此前，他曾在一家中国金融科技公司担任分析师，并为跨境市场扩张、并购、政府事务与竞品调研等项目做出了贡献。

Jules拥有美国东北大学金融会计与商业社科双专业学士学位。

Jules的工作语言包括英语、中文、粤语。

Kalin Stoyanov

合伙人，并购与战略咨询，苏黎世

Kalin 在高科技公司的全球扩张方面拥有丰富经验，包括劳斯莱斯相关项目、评估跨境基础设施项目的可行性以及实现技术转让合作方面。他目前主要活跃在种子阶段/成长阶段的高科技公司领域，并着重于航空航天工业、物流与供应链。

Kalin 拥有欧洲工商管理学院的 MBA 学位。

Maximilian Rech

合伙人，战略咨询、市场情报与政策倡导，巴黎

Maximilian Rech 是aquariusx的联合创始合伙人。主要专注于供应链管理、地缘经济政策与“一带一路”沿线的宏观经济合作。他曾担任上海ESSCA管理学院项目主任兼国际事务助理教授、布鲁塞尔智库“欧洲之友”项目经理、以及卡内基国际和平基金会项目研究员，专注领域为欧洲安全与国防政策。

Maximilian 拥有荷兰马斯特里赫特大学欧盟对外关系专业的欧洲研究硕士学位，并在法国格勒诺布尔政治学院/科学学院获取了国际经验。 Maximilian 经常担任媒体评论员，并与 Palgrave Macmillan、Cambridge Scholars Publishing 与 Springer Nature 等机构合作发表了一系列文章。

Maximilian的工作语言包括德语、法语、英语。

Jose Qian (钱锋)

合伙人，战略咨询与市场情报，上海

Jose是aquariusx的联合创始合伙人，主要专注于垂直邻域的研究以及战略咨询等。Jose在全球政治、金融与经济发展方面拥有20年以上的经验。在业务中，他在市场深入情报、为客户定制商业战略以及沟通解决方案方面发挥了巨大的作用。

Jose的工作语言包括中文、法语、英语。

Alexander Sirakov

管理合伙人，并购

Alexander拥有12年的金融服务经验，主要专注于并购、风险投资于金融技术等。此前，Alex曾担任Kapronasia（专注于亚洲的咨询公司）高级董事，以及INNIMMO（欧洲精品投资银行与资产管理公司）投资经理一职。此外，他还共同管理了德国KfW银行在中国的一个项目。

Alex的主要交易与项目经验横跨欧洲、中国、印度、巴基斯坦、澳大利亚与巴西。

Alex拥有金融硕士学位，工作语言包括英语、德语、俄语、中文、保加利亚语。

行业及政策观察

作为对我们并购与战略咨询实践的纵向补充，我们还可以提供临时市场研究服务。通过将特定市场的产业分解为定性以及定量的数据集，并给出见解，从而帮助我们的客户了解整个市场的机遇，以及其潜在的风险（包括战略、运营以及监管角度的风险）。

在行业及政策观察领域，我们的服务范围包括:

对整个市场/利基市场/竞争方进行定制调研；
对现有监管框架及其预期政策改变方向进行定制调研。

增长型战略咨询以及商业服务

就公司现有战略进行概览，在此基础上发掘并细分新市场；
针对选定行业及地区，进行机会分析市场调研，包括一般市场筛选（定性及定
量角度）、竞品分析、监管框架审查以及新兴趋势发掘；
设计并定制适宜的增长战略或针对特殊场景的程序化处理；
若客户有计划内的/潜在的合作伙伴或合资方，我们可以提供第三方公平意见，或给出可行性分析。若想了解更多有关诱导增长战略的细则，请参阅我们在并购中给出的服务内容；
协助申请并取得各类牌照（包括公司新设申请、对持证标的方的收购以及牌照挂靠合作模式）；
协助处理政府关系以及政策宣传；
在与专业机构合作的前提下，我们可以提供初步市场准入服务，内容包括公司注册、税务机关注册以及银行开户。

Strategy Advisory and Business Services

We support clients crystalize their growth or transformation strategy, navigate through business restructuring, cross-border expansion projects, ecosystem and partnerships buildup. As a subvertical, and in junction with our M&A and VC related practice, we support organizations set up in-house accelerator funds, and thus incentivize and streamline intra-preneurship opportunities.

Our service suite in the Growth Strategy Advisory and Business Services segment includes

Overview of existing strategy approach and identification of new emerging or untapped niches
Opportunity research on selected industries in selected geographies, including general market screening from a qualitative and quantitative perspective, competition analysis, review of regulatory framework and emerging trends
Design of bespoke growth strategy or programmatic handling of special situations
Fairness opinions and feasibility analysis on planned or potential partnerships or joint ventures (JVs). For induced growth strategy, see our services in Mergers & Acquisitions (M&A)
Help with obtaining necessary licenses (greenfield application, acquisition of a license holder or License-as-a-Service partnership)
Help with Government Relations and policy advocacy
Through partner institutions, we offer first-step market entry services, including company incorporation, registration with tax authorities, opening of bank accounts

并购 |风险投资/募捐 | 债务

会根据您的商业需求，与您进行战略交易方面的合作，包括协助公司或个人资产的收购与出售、增长股权融资或债务融资的筹集、为权益方之间的交易后关系进行构建维护。我们业务的涵盖范围由小到大，从种子/成长阶段的商业机会到成熟的商业交易模式，我们会提供全方位的解决方案。

在交易咨询领域，我们的服务范围包括：

商业增长计划或业务重组的战略咨询；
协助选定相关收购/投资目标及资产撤资目标；
搜寻潜在买家或合资方；
搜寻各类资金捐助方，包括私募基金、风投基金、家族办公司以及债务基金；
就各类交易项目，准备相关文件，包括商业计划书、财务/估值模型、投资相关演示文稿/备忘录；
就选定的收购/投资目标、资产撤资目标以及筹资机会进行估值/给出第三方公平意见；
协助进行与权益方的初步接洽以及谈判；
协助对各类交易进行构建与执行，其中包括协助处理交易相关文件、尽调、税务规划以及监管批准需求；
针对交易后的相关服务，包括商业重组以及优化。

Swagat Chavan

Analyst, Delhi

Swagat has joined the firm as an investment analyst covering India. He holds a Bachelor of Science from University of Mumbai and a Post Graduate Diploma in Banking & Finance from IIBF, Mumbai.

Previously, Swagat was a Team Manager at Angel One, handled Remittances for clients at Kotak Mahindra Bank and managed portfolios for Non Resident Indians at HSBC, India.

Swagat speaks English and Hindi.

Industry and Policy Watch

As a complementing vertical to our M&A and strategy advisory practices, we engage in ad-hoc market research services. We break down market properties in qualitative and quantitative data sets and insights, thus helping our clients understand market opportunity, as well as potential risks from strategic, operational or regulatory point of view.

Our service suite in the Industry and Policy Watch segment includes

Bespoke research on the overall market, or selected niches or competitors
Bespoke research on existing regulatory framework and anticipated direction of change

M&A | Fundraising & VC | Debt

aquariusx partners with its clients on strategic deals in acquiring or selling companies or individual assets, raising growth equity funding or debt finance, structuring post-transaction relations between all stakeholders. We cover both mature-business transaction tickets, as well as seed/growth stage opportunities.

Our service suite in the transaction advisory segment includes

Strategy advisory on planned growth or restructuring
Identification and choice of acquisition or investment targets or divestment assets
Identification of prospective buyers or co-investors
Identification of financial donors, including private equity and venture capital funds, family offices, debt funds
Preparation of deal materials, including business plans, financial/valuation models and investment decks/memoranda
Valuation and fairness opinions on chosen acquisition or investment targets, divestment assets, or fundraising opportunities
Initial approach and negotiations with counterparty stakeholders
Deal structuring and execution, including help with deal documentation and due diligence, tax planning, regulatory approvals
Post-deal services in restructuring and optimization

Jules Xiong

Analyst, Shanghai

Jules joined aquariusx as an analyst in 2021. He received his Bachelor of Science in Finance and Business from Northeastern University in the United States. Prior to joining the firm, he worked as an analyst in a Chinese financial technology company and contributed to projects in cross-border market expansion, M&A, government affairs and competitive research.

Jules speaks English, Mandarin and Cantonese.

Kalin Stoyanov

Partner, M&A & Strategy Advisory

Kalin has experience with global expansion of high-tech corporations, including Rolls-Royce, evaluating the feasibility of cross-border infrastructure projects as well as enabling technology transfer collaboration. He is currently mostly active in the seed and growth stage high-tech company segment, with a particular focus on the aerospace industry, logistics and supply chain.

Kalin holds MBA from INSEAD and is based in Zürich.

Maximilian Rech

Partner, Strategy Advisory, Market Intelligence, Policy Advocacy

Maximilian Rech is a co-founding partner based in Paris and specializes in supply chain management, geo economic policy & macro-economic cooperation along the Belt & Road Initiative. Maximilian bridges the gap between Europe and Asia having previously worked as Programme Director & Assistant Professor for International Affairs at ESSCA School of Management, Shanghai and Programme Manager for the Brussels-based think tank Friends of Europe and Programme Fellow for the Carnegie Endowment for International Peace focusing on European security & defense policy.

Maximilian holds an M.A. of European Studies with a specialization in external relations of the European Union from Maastricht University, The Netherlands, and an international experience at the Institut d’Études Politiques / Sciences Po Grenoble, France. Maximilian is a frequent media commentator & has published with Palgrave Macmillan, Cambridge Scholars Publishing, & Springer Nature, among others.

Maximilian speaks German, French and English.

Jose Qian (钱锋)

Partner, Strategy Advisory and Market Intelligence

Jose is a co-founding partner managing aquairusx’ research and strategy consulting vertical. Based in Shanghai, and bringing in more than 20 years of experience covering global developments in politics, finance and economics, Jose is instrumental in deep market intelligence, as well as custom tailored strategy and communication solutions for our clients.

Jose speaks Mandarin, French and English.

Alexander Sirakov

Managing Partner, M&A

Alexander has 12 years of experience in financial services with main focus on M&A, venture capital and financial technology. Previously Alex was a senior director at Kapronasia, an Asia focused consultancy and investment manager at INNIMMO – a European boutique investment bank and asset manager. He also co-managed a project under the cap of German KfW Bank in China.

Alex’ deals and projects experience spans across Europe, China, India, Pakistan, Australia, Brazil.

Alex holds a MA in Finance and speaks English, German, Russian, Chinese and Bulgarian.

我们专注于

并购 |风险投资/募捐 | 债务

增长型战略咨询以及商业服务

行业及政策观察