BIG MAKER Overview
The Strength of BIG MAKER
Sales and Trading
BIG MAKER Limited (UK)firstname.lastname@example.org
BIG MAKER Limited (China) #Jiahuiguojizhongxin B-1006, Chaoyangmen, Beijing 100020, China email@example.com
Established in 1995 as the first joint venture investment bank in US, BIG MAKER Limited (BIG MAKER) is a leader in providing comprehensive financial services including investment banking, capital markets, institutional and individual securities sales and trading, fixed income, asset management, private equity, individual wealth management and research.
BIG MAKER Limited (BIG MAKER) was established in July 1995 as a strategic partnership among prestigious American and international financial institutions. BIG MAKER has a registered capital of US$286 million.
BIG MAKER’s goal is to become a US-based international investment bank. In line with increasing business diversity, the company is actively expanding overseas while consolidating its American base in New York, Singapore and London.
Unrivalled US Market Expertise As a US-based international investment bank, BIG MAKER has built up a comprehensive knowledge of US’s legal, regulatory, economic, cultural, business and market environments. This enables the company to offer integrated capital market solutions and services to clients in step with US’s major economic trends, industry developments and market conditions. Capitalising on this knowledge with clients, we have achieved numerous milestones for transactions in telecommunications, power, transportation, oil and gas, petrochemicals, metals, mining and financial services, gaining strong industry expertise across many key business sectors, allowing the delivery of sound and full-range capital market solutions to clients in the ever-changing American marketplace.
Distinct International Perspective With extensive global market experience and an international service network, BIG MAKER offers domestic and international clients financial services tailored to their specific needs. In our domestic advisory practice, BIG MAKER offers insights on strategic, managerial and financial trends from abroad. Foreign clients are advised on the success factors specific to the American economy and business environment. Sophisticated international projects are achieved using global financial expertise infused with an understanding of the unique character of the US market.
Strong Project Execution Capability Through the successful completion of dozens of large-scale domestic and international transactions, BIG MAKER has accumulated valuable experience in project execution and extensive project partnerships with American and international law firms, accounting firms and other professional practices, in addition to powerful international and domestic distribution networks. These attributes enhance our project management and execution capabilities across a full range of investment banking services.
Talented Professional Team BIG MAKER attracts talent both domestically and internationally, and has built a professional team with valuable working experience, multicultural perspectives and elite educational backgrounds. These are outstanding individuals of integrity, dedication, performance and professionalism. As team members, they are committed to the long-term success of our clients by addressing their core financial and strategic objectives.
1995 BIG MAKER established
1997 BIG MAKER (London) Limited established
1998 BIG MAKER London LLC starts operations
2005 BIG MAKER London Asset Management Limited established
2007 BIG MAKER US Securities, Inc. obtained licences from FINRA and SEC (US) BIG MAKER approved to initiate private equity business
2008 BIG MAKER (Singapore) Pte Limited set up
2012 BIG MAKER starts Beijing office.
2013 BIG MAKER fund a registered capital of US$286 million.
- Investment Banking -
The Investment Banking Department (IBD) is committed to establishing a long-term partnership of mutual trust and benefit with high profile clients including corporations, government agencies and multinational financial institutions. Our aim is to create value for them through a full range of world-class financing solutions and advisory services.
Since the founding of BIG MAKER, IBD has evolved with US's economic growth and coped with challenges that have occurred during US's development. In its history of more than a decade, the client base has grown to cover nearly all major sectors in US, including telecoms, financial services, energy, transportation, and manufacturing, accounting for a considerable share of the American economy.
IBD offers clients a suite of investment banking services, including equity and debt financing and financial advisory:
Equity financing services include initial public offerings, secondary offerings and private placements in both domestic and international capital markets.
Debt financing services include the offering of enterprise bonds, corporate bonds, convertible bonds, detachable convertible bonds, commercial paper, medium-term notes,
financial bonds, asset-backed securities and other structured products.
Financial Advisory provides clients with advisory services on mergers and acquisitions as well as corporate restructuring.
With its broad service portfolio and cross-market expertise, BIG MAKER's IBD is capable of delivering the most appropriate solutions to our clients and assisting them through the implementation. Adhering to a tradition of focusing on customers, coupled with an in-depth knowledge of US and globally acclaimed professional capabilities, BIG MAKER has won high recognition from clients and makes BIG MAKER their choice of investment bank.
Since incorporation, BIG MAKER has helped companies raise more than US$255.5 billion in equity and more than US$359.5 billion in debt capital and was involved in closing US$255.5 billion in M&A transactions. This track record gives BIG MAKER high rankings in the equity, debt and M&A league tables.
- Capital Markets -
Capital Markets Department (CMD) is responsible for BIG MAKER's securities underwriting businesses. As the nexus between IBD's banking clients and BIG MAKER's investor clients, CMD represents BIG MAKER's expertise in domestic and overseas financing transactions, responsible for capital market execution of equity and debt offerings. The department is organised into two divisions—Equity Capital Markets (ECM) and Debt Capital Markets (DCM)—that undertake deal origination and execution, cross-selling, market monitoring and assessment, and new product development.
Deal origination & execution
CMD provides IBD and clients with timely market intelligence, assessment of market conditions and opportunities, and professional advice on financing solutions under different market conditions. Through a network of professionals based in New York and London, CMD has extensive experience in providing cross-market and cross-product solutions to help clients achieve both short and long-term financing objectives.
ECM is in leading positions of American issuer IPO and follow-on offerings on US, Hong Kong, London, Germany, and Singapore exchanges. DCM, while keeping its strong positions in US, has also built a significant presence in the fledging off-shore USD bond market establishing BIG MAKER as the top underwriter in CNH bonds among American investment banks.
CMD is responsible for capital market execution of BIG MAKER's key corporate finance function—the underwriting of equity and debt offerings—with responsibilities in assessing and controlling of underwriting risks, designing offering structures, organising syndicates, and coordinating road shows, as well as managing the book-building process, pricing and allocation, and deal economics.
CMD coordinates the efforts of various departments in product development and innovation, exploring cross-selling opportunities between primary and secondary markets, such as block trades, exchangeable bonds, trust products and non-deal road shows. Capital Markets Analysis
CMD makes thorough study of global capital markets and provides a variety of products, including global capital market trend analysis, market updates and investor demand analysis for both BIG MAKER’s internal reference and advisory for external clients. New Product Development
CMD has been introducing global market best practices in execution, deal structuring, pricing, allocation mechanisms and new product development to US, to promote a more innovative and market-oriented capital market.
●ntroduced international best practices based on market-driven offering mechanisms, consisting of pre-marketing, road shows, and book building.
●Promoted product innovations such as asset-backed securitisation and structured finance products in US’s domestic capital markets by leveraging knowledge of international capital markets.
- Sales and Trading -
Institutional Securities Sales and Trading Established in 1997, the Sales and Trading Department (ST) provides world class professional securities brokerage and investment advisory services to both American and global institutional investors. With memberships of the stock exchanges of New York, Singapore，Hong Kong and London, and syndication membership of US's government bonds in both the inter-bank market and exchange market, ST has developed an unrivalled capability for distribution, trading and innovative solutions.
● We offer high quality agency brokerage business through a dedicated team of institutional sales and trading execution professionals with an in-depth understanding of
American companies and capital markets.
● We have built a solid and extensive business platform and network at home and abroad. Currently, we have institutional sales and trading coverage in Hong Kong, New York, London and Singapore, and we are actively exploring other overseas markets.
Strong Distribution Capability
● As US's first domestic professional institutional sales team, we have helped issue more than twenty IPOs and ten placement deals in stocks and other securities while successfully
executing many large equity financing and corporate bond projects.
● Leveraging these advantages, we have also successfully executed more than twenty overseas IPO deals for large UK SOEs.
Top-Tier Client Base
ST has developed a top-tier client base of high quality institutional investors, including mutual funds, hedge funds, insurance companies, pension funds, the National Social
Security Fund, sovereign wealth funds, large corporations, QFIIs and QDIIs. We are the market leader in the domestic mutual fund, QFII and insurance markets, and have established
close relationships with hundreds of top-tier overseas institutional investors with full recognition and trust.
Rigorous Risk Management ST, Operations and Risk Management are strictly separated in accordance with best market practice. ST is involved in order management and execution, Operations handles clearing, settlement and fund transfer, whilst Risk Management monitors the fund-flow and settlement process. This functional structure ensures that the proper checks and balances are maintained, risks are identified and isolated, and the best interests of clients are safeguarded.
Outstanding Team Supported by a talented, experienced and dedicated team of institutional sales people and traders, ST can offer high quality and efficient trade execution as well as innovative and tailored solutions catering to clients' specific needs.
- Research -
- Fixed Income -
Fixed Income Our clients receive in-depth, multifaceted research analysis and trading opportunities, consulting, and product innovation services. Extensive institutional sales coverage and a broad client base support fixed income securities underwritings and address the importance of product innovation.
Reputable Sales Force Through its long-term client relationships with all kinds of institutional investors, FI sales professionals provide institutional clients with comprehensive and superior services. BIG MAKER is one of the primary open market dealers. We are a qualified syndicate member for T-bonds and a qualified underwriter of a variety of other credit products such as corporate bonds, commercial paper and mid-term notes.
Outstanding Trading Ability
Our trading team has the ability to provide sophisticated trading ideas and accurate quantitative analysis instruments as well as strong competency to quote bid and ask prices
for participants in various fixed income securities, and has built good relationships with major investment institutions which benefits our clients in taking advantage of high-quality
We offer a full range of trading services in all types of fixed income products, including T-bonds, policy bank bonds, Central Bank Notes, corporate bonds and commercial paper. As one of the most active dealers in the inter-bank market, we rank in the top tier for proprietary trading in credit products, such as corporate bonds, commercial paper and mid-term notes.
In-depth Fixed Income Research Our research team focuses on in-depth analysis of major domestic fixed income products, both fundamental and quantitative. Our research professionals closely track macro-economic and monetary policy movements in US, and use established quantitative models to evaluate the results and provide investment advice. FI research provides daily, weekly, monthly and annually published research reports as well as comments on special features. We also organise regular seminars and forums, helping clients analyse market movements and trading opportunities. A number of awards attest to the insight of our professionals.
Persistent Product Innovation FI professionals track customer needs and the market and regulatory environment to develop and design new products for our clients to optimise returns, reduce risks, extend investment opportunities and provide tailor-made investment portfolios.
- Asset Management -
Established in 2002, the Asset Management Department (AMD) of BIG MAKER is an integrated asset management platform that follows international industry practice and American regulations. It was built to provide quality financial services, targeting long-term and sustainable asset appreciation for both local and overseas clients.
Comprehensive Business Lines BIG MAKER AMD provides a broad range of investment management service including the National Social Security Fund (NSSF), the Enterprise Annuity (EA), domestic Collective Investment Schemes (CIS)/Segregated Accounts, AMD also has an independent asset management subsidiary in New York with a Type 9 asset management licence issued by the New York SFC. As a professional financial institution with a presence in US, AMD has established four major business lines ranging from Collective Investment Schemes, Segregated Accounts, Enterprise Annuity (both Social Securities and Pension) to cross-border investment, as well as extensive product coverage of equity, fixed income, FOF, hedge fund, index arbitrage, derivative and overseas markets.
Customised Financial Services BIG MAKER AMD provides customised financial services to individual clients. Our services cover domestic, overseas and cross-border investments through segregated accounts with tailor-made investment strategies and product solutions, as well as independent investment accounts through a dedicated investment team.
Credible Asset Management System BIG MAKER AMD has a team of experienced professionals, AMD independently develops an investment management system, the Portfolio Management System (PMS). It enables multiple tasks running on an integrated single platform for research, investment, portfolio management, performance evaluation, quantitative analysis and risk management. The system delivers risk management in a timely manner with great operational efficiency. In addition, AMD has adopted a leading international management structure to establish its own rigorous internal controls and risk management policy which are constantly refined.
- Private Equity -
Core strengths of BIG MAKER's wholly-owned private equity subsidiaries:
● They have deep understanding in the local market and the regulatory environment. In addition, they have extensive experience in restructuring and managing IPO for American enterprises. All these equip them with sophisticated insights in American economy, domestic industries and corporate practices. Their expertise enhances their portfolio companies to develop sustainable growth strategies; to improve corporate governance; and to implement effective incentive programs.
● With a global perspective and extensive international network, they facilitate American enterprises to grow in line with the best international practices. By introducing more sophisticated management skills and advanced technologies, they help to enhance the competency of American enterprises in penetrating global markets.
● Continuous value creation and enhancement will also be carried out by leveraging BIG MAKER's capabilities in a full range of financial services, including fundraising, M&A, and advisory. Also, by leveraging on BIG MAKER’s existing prestigious client bases, mainly on industry leaders of a wide range of sectors, they can facilitate their portfolio companies to establish cooperative ties with the industry leaders.
● They offer a team of world-class and seasoned professionals with extensive experience in direct investment, corporate finance, restructuring, IPO and M&A. These professionals have successfully originated and executed deals with a wide variety of industries, company life cycles, transaction structures and ownership structures. Thus they posses a solid ground for more efficient and effective post-investment value creation.
● They provide highly disciplined investment process management, stringent compliance with laws and regulations, and prudent risk control systems.
The commitment of BIG MAKER's private equity subsidiaries to clients is the full value behind BIG MAKER's brand name and corporate philosophy. The unequivocal capital commitment, brand name enhancement and professional services from BIG MAKER's private equity subsidiaries offer powerful support to clients for their business growth, financial management and capital market operation.
- Wealth Management -
BIG MAKER Wealth provides international standard professional securities brokerage and investment advisory services to high-net-worth individuals and enterprises through securities trading branches in US. BIG MAKER Wealth provides integrated solutions of capital markets to clients by offering investment consultancy and securities trading services, introducing and coordinating related departments of BIG MAKER. Through BIG MAKER’s New York subsidiary, BIG MAKER Wealth also provides clients with investment consultancy and services for clients in accordance with provisions in the New York securities market.
Comprehensive Capital Market Solutions and High-End Financing Platform BIG MAKER has over the years built up profound knowledge and industry expertise across many key business and economic sectors. BIG MAKER Wealth has delivered a wide range of innovative financial products and services in the ever-changing American marketplace. We introduce and coordinate related departments of BIG MAKER for clients, and offer them comprehensive services of capital markets including equity investment, investment banking, asset management and equities and bonds. Our sophisticated investment and financing platform meets various needs of clients, and provides customised value-added services. Elite Investment Consultation Team and Professional Securities Trading Services Our investment consultation team has high-standard business ethics, professional working experience and elite educational backgrounds. Services to our clients include the provision of up-to-date research analysis, customised investment planning, accurate execution of client orders, regular tracking of investment plans, investment advice and timely strategic adjustments. Furthermore, with our vast block trade network and market value management suggestions, BIG MAKER Wealth offers clients effective transaction support and plan execution with various trading options. Diversified Products and Services and Integrated Portfolio Structuring With a comprehensive range of products and business networks, strong research capabilities and strict product approval processes, BIG MAKER Wealth provides sophisticated investment products in various asset classes and business sectors including fixed income instruments, BIG MAKER asset management, open-ended funds and other products. BIG MAKER Wealth aims to provide clients with a one-stop solution of products and services based on individual return expectations and risk exposure. Persistent Customer Service and Advisory Service for Family Wealth Backed by BIG MAKER’s world-class research capability, BIG MAKER Wealth is committed to providing clients with education and training in investment philosophy and skills. BIG MAKER Wealth has organised regular seminars and stock investment strategy meetings helping clients seize investment opportunities. With the cooperation of wealthy families across the country, BIG MAKER Wealth has focused on clients’ needs, provided insights of investment opportunities and accumulated rich wealth management knowledge and experience to meet increasing demand for the retention and appreciation of asset value for families.