Transaction Advisory

Zimark provides transaction advisory to startups, middle-market companies, family offices, and PE/VC investors — from pre-deal diligence through to closing and post-merger integration.

For Startups, Middle-Market Companies, Family Offices, and PE/VC Investors.

Support for M & A Transaction and Buyout

From defining strategic rationales, assessing external and internal risks, and validating strategic assumptions to analyzing financial and operational synergies, identifying and evaluating targets against deal criteria, and conducting commercial and financial due diligence, valuation, and modeling of deal economics, we provide comprehensive support throughout the deal process—from pre-qualification to closing and ensure Day 1 Readiness.

We also offer modular assistance for tasks such as Confidential Information Memorandum (CIM) creation, business valuation, merger & LBO modeling, deal structure, operating model, precedent transaction, PPA, return analysis, vendor due diligence, financial due diligence, market research, and conducting internal management interviews. For cross-border asset acquisitions in China and Japan, we can assist in identifying suitable assets and businesses aligned with your deal criteria and strategic objectives.

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

Deal Materials and Memorandums

We help you create all the marketing materials needed for the transaction including teaser, CIM, decks, OMs, IMs etc.

Financial Due Diligence

We help you better understand the financial positioning and identify potentials financial risks that can impact the transactions.

Merger and Acquisition

We support you throughout the entire M&A lifecycle, from strategic rationale and carve-out, deal economics, to post-merger integration, ensuring the maximization of transaction value.

Business Valuation & Modeling

We help with the LBO, M&A modeling and business valuation supported with detailed analysis and diligence

Vendor Due Diligence

We apply rigorous independent analysis to assets destined for sale from the perspective of the buyer. Zimark’s vendor due diligence consulting services helps companies minimize risks, speed the sales process, and maximize value creation.

Post Merger Integration

We work with you at early stage of the deal to create day one strategies that will maximize the potential of the transactions through direction readjustments, talent management, technology, governance and incentive framework, culture re-branding, segment marketing strategies to achieve maximized synergies alignment.

Pre-deal and Commercial Due Diligence

We apply rigorous analysis to assets destined for sale to rigorously assess the potential synergies for the acquisition.

Carve Out

We enabled you to capitalize on part of your business to maximize the value of sale while allowing you to focus on your business operation to maintain existing value before the transaction is closed and plans are set.

We Handle All the Heavy Lifting

Strategic Rationale

Pre-Qualification & Pre-Deal Diligence, VCDD, and Initial Analysis

Step 1 of 3

Selected Project Experience

Client details presented on a confidential basis. References available to qualified counterparties on request.

Majority Acquisition — TMT North America

C$210M majority acquisition. CIM, management presentations, deal economics.

“Zhiyu was a massive help, diligent, and did everything we needed in a timely manner. Would highly recommend him to anyone looking for services in the capital markets.”

Daniel, NY

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