BOSERA ASSET MANAGEMENT CO LTD · BAM
BOSERA ASSET MANAGEMENT CO LTD (BAM) is a trusted financial advisory firm specializing in mergers and acquisitions, divestitures, financial restructuring, capital raising, valuation, and compliance consulting. We provide independent advisory and strategic consulting services to mid-market companies navigating complex financial decisions—without managing or handling client funds.
$2.8B+
Transaction value advised
120+
Successful deals closed
95%
Client satisfaction rate
15+
Years advisory experience
Advisory services only: BAM provides corporate finance advisory, M&A consulting, and strategic financial guidance. We offer advisory and strategic consulting services only and do not manage or handle client funds. All capital allocation decisions and fund management remain with the client and their designated financial institutions.
No fund management: BAM does not take custody of client assets, execute trades, or manage investment portfolios. We are financial advisors, not asset managers or investment fund operators.
Independent advice: Our role is to provide independent analysis, strategic recommendations, and transaction advisory. Clients should consult with legal counsel, tax advisors, and licensed professionals for implementation. BAM's recommendations do not constitute legal, tax, or investment management advice.
Portfolio overview
BAM supplies institutional-grade research, benchmarking, and governance playbooks so investment committees can act quickly while retaining full control of assets.
Mandate design, manager selection, and operating dashboards for buyout, growth, and venture allocations.
Advisory only · No asset custody
Data-backed underwriting support for core, core-plus, and opportunistic mandates spanning the Americas and APAC.
Advisory only · No asset custody
Scenario planning and risk calibration across private credit, renewables, transport, and digital infrastructure funds.
Advisory only · No asset custody
BAM provides independent financial advisory services to mid-market companies navigating complex corporate finance decisions. We deliver expert guidance on M&A transactions, capital restructuring, fundraising, and regulatory compliance—without managing client funds.
End-to-end M&A advisory from target identification through post-merger integration, helping clients maximize value in strategic transactions.
Comprehensive restructuring services to restore financial health through capital optimization, debt reorganization, and operational improvements.
Strategic fundraising advisory helping companies secure growth capital through equity financing, debt placement, and investor relations.
Independent valuation services and regulatory compliance guidance ensuring accurate financial reporting and adherence to regulatory standards.
Our structured 4-phase methodology ensures every engagement delivers measurable results. From strategic planning to successful execution, we guide clients through complex corporate finance transactions with clarity and confidence.
Deep dive into your business objectives, financial position, and market dynamics to develop a comprehensive strategic roadmap aligned with your goals.
Rigorous financial analysis, due diligence, and transaction structuring to identify value drivers and optimize deal terms.
Expert guidance through complex negotiations and transaction documentation to protect your interests and achieve favorable outcomes.
Ongoing advisory support to ensure successful integration, value realization, and achievement of strategic objectives.
Each engagement pairs capital markets insight with operational rigor. Clients retain control of assets while we provide the diligence, modelling, and governance infrastructure to act with confidence.
Featured Articles
Read the perspectives guiding asset allocation, governance, and risk practices across our institutional client base.
Deep-dive analysis and data-driven insights from corporate finance markets to inform your strategic decisions.
李东红 (Donghong Li)
•Mar 01, 2025
Mid-Market M&A Trends Report 2025
Comprehensive analysis of mid-market M&A activity across sectors, geographies, and deal structures. This report examines transaction volume trends, valuation multiples, financing dynamics, and emerging deal structures reshaping the $50M-$500M enterprise value segment. Essential reading for corporate development executives, investors, and advisors navigating today's M&A landscape.
Board members, CFOs, and founders rely on our team to navigate capital market inflection points, restructure complex portfolios, and unlock measurable performance gains.
Across transformation engagements over the last 24 months.
Clients who renew or expand advisory partnerships annually.
Median period to deliver measurable financial uplift.
Michael Chen
CEO, TechManu Corp
“Their M&A advisory was exceptional. We successfully acquired a complementary business, achieving $3.2M in annual cost synergies and strengthening our market position significantly.”
Focus
Strategic finance transformation
Result
Delivered compound EBITDA uplift and liquidity resilience in under six months.
“The financial restructuring plan saved our company. EBITDA improved from -$2.1M to +$4.3M in 14 months, and we reduced debt by 56%.”
Jennifer Li
CFO, RetailMax Inc
“Their fundraising advisory was instrumental. We secured $12M Series A at a $45M valuation with 8 term sheets. Their financial modeling was world-class.”
David Zhang
Founder & CEO, FinFlow Technologies
“The compliance framework they built was comprehensive. We remediated 23 gaps, passed regulatory audits with zero major findings, and achieved full SOX compliance.”
Dr. Sarah Martinez
Chief Compliance Officer, MedCare Systems
“Outstanding working capital optimization. They unlocked $2.8M in hidden cash through receivables management and inventory optimization.”
Robert Kim
VP Finance, GlobalTrade Logistics
“Their valuation analysis for our divestiture was spot-on. We achieved 18% premium over initial offers and closed the deal in 5 months.”
Amanda Rodriguez
Corporate Development Director, IndustrialTech Holdings
“Debt restructuring strategy was brilliant. We refinanced $18M at 3.2% lower rates, extending maturity by 4 years and saving $1.1M annually.”
James Park
CFO, UrbanDev Properties
“Financial due diligence uncovered $800K in hidden liabilities and negotiation leverage. The deal price adjusted 12% in our favor.”
Lisa Thompson
M&A Director, Pacific Ventures
“Their tax optimization strategy reduced our effective rate by 7 percentage points while maintaining full compliance. Saved $1.4M in first year.”
Dr. William Chang
CFO, BioPharmaTech Inc
“Capital structure optimization improved our debt-to-equity ratio from 3.2 to 1.8, reduced interest expense by $600K annually.”
Maria Santos
Treasurer, NorthStar Manufacturing
“IPO readiness program was comprehensive. We successfully listed at $220M valuation with strong institutional demand and raised $35M.”
Daniel Lee
CEO, CloudServe Solutions
“Financial transformation project delivered 40% faster month-end close, real-time reporting dashboards, and eliminated 95% of manual reconciliations.”
Emma Wilson
Controller, MegaRetail Group
ENGAGEMENT
How we scope work and define success metrics.
Urgent transactions can be accelerated based on stakeholder availability.
DELIVERY
What collaboration and reporting look like in practice.
IMPACT
Ensuring outcomes are measurable and durable.
Partner with BAM
Work with BOSERA ASSET MANAGEMENT CO LTD to benchmark managers, document governance, and accelerate decision cycles while maintaining complete control over capital.
