Blue Cedarwood structures transactions, protects downside risk, and accelerates corporate transformations for boards, CFOs, and principals. We operate as an independent advisory desk—clients retain full control of capital deployment and governance.
$2.8B+
Transaction Value Advised
15 yrs
M&A Advisory Experience
95%
Client Success Rate
120+
Deals Completed
Advisory Services Only: Blue Cedarwood Ltd provides strategic consulting and advisory services for corporate finance matters. We do not manage, hold, or have access to client funds or assets. All financial and operational decisions remain with the client.
No Fund Management: We specialize in advisory services for mergers and acquisitions, financial restructuring, fundraising, valuation, and tax/compliance optimization. We are not registered investment advisors and do not provide fund management or portfolio management services.
Professional Consultation: The information and guidance provided is for strategic planning purposes and should not be considered as legal, tax, or investment advice. Clients should consult with licensed legal, tax, and financial professionals for implementation.
Expert financial advisory and strategic consulting services to help businesses navigate complex corporate finance challenges—from M&A and restructuring to fundraising and compliance optimization.
Comprehensive M&A advisory from target identification and due diligence to deal structuring and post-merger integration planning.
Blue Cedarwood provides advisory services only; clients retain full control of transaction decisions and execution.
Expert guidance for businesses facing financial distress—from debt restructuring and working capital optimization to comprehensive turnaround strategies.
We provide strategic advisory only; clients maintain responsibility for all operational and financial decisions.
Strategic support for capital raises from financial modeling and investor materials preparation to valuation analysis and term sheet negotiation.
Our role is advisory; capital allocation decisions and investor agreements remain with the client.
Strategic tax planning, regulatory compliance advisory, and risk management to optimize corporate tax structures while ensuring full regulatory adherence.
Blue Cedarwood provides strategic guidance; clients should engage licensed tax and legal professionals for implementation.
Our battle-tested 4-phase methodology has generated $5M+ in client value and delivered 3x faster execution across 120+ corporate finance engagements.
Uncover hidden opportunities through deep market analysis and competitive intelligence that reveals your path to market leadership.
Craft winning strategies with clear ROI projections. Our strategic roadmaps deliver measurable results within 6-12 months.
Transform strategy into results with hands-on execution support. Our clients achieve 85% faster implementation than industry benchmarks.
Achieve sustainable growth with ongoing optimization. Our clients maintain 40%+ annual growth rates with our continuous improvement framework.
Real results from real companies. See how our strategic financial advisory has delivered transformational growth, optimized capital structures, and breakthrough financial performance for corporate clients worldwide.
Latest insights and strategies from corporate finance experts to accelerate your growth.
黎志荣 (Zhirong Li)
Institutional Portfolio Governance: Recalibrating Allocation Models for 2025
With volatility persisting across public and private markets, investment committees are redesigning ...
陈思博 (Sibo Chen)
Enterprise Liquidity Risk Playbook: Stress Testing for a Higher-Rate Cycle
Corporate treasurers and CFOs are revamping liquidity frameworks, stress testing protocols, and coun...
林雨萱 (Yuxuan Lin)
Capital Raise Readiness: Building an Investor-Grade Finance Function
Growth-stage companies pursuing debt or equity capital in 2025 must demonstrate institutional-qualit...
Deep-dive analysis and data-driven insights from corporate finance markets to inform your strategic decisions.
黎志荣 (Zhirong Li)
•Dec 15, 2024
Institutional Asset Allocation Outlook 2025
A comprehensive, forward-looking assessment of how global pensions, insurers, and endowments are recalibrating allocations, liquidity frameworks, and governance in a higher-rate regime. This report provides actionable insights into the shift from traditional 60/40 models to more dynamic, liability-aware strategies.
陈思博 (Sibo Chen)
•Nov 22, 2024
Global Liquidity Risk Benchmark 2025
An in-depth benchmarking study covering 120 multinational treasuries, highlighting leading practices across stress testing, counterparty management, and funding architecture. This report serves as a guide for CFOs and Treasurers navigating the complexities of a higher-for-longer rate cycle.
林雨萱 (Yuxuan Lin)
•Oct 18, 2024
Private Markets Operations Survey 2025
An operational deep dive into how private equity and private credit managers are institutionalising middle- and back-office capabilities. This report addresses the critical need for robust infrastructure ahead of emerging regulatory requirements and increasing LP scrutiny.
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.
Sarah Chen
Group CFO, Pan-Asian Logistics Conglomerate
“Blue Cedarwood's ability to model complex liquidity stress scenarios gave our board the confidence to proceed with a $2.5B cross-border acquisition during a period of extreme market volatility.”
Focus
Strategic finance transformation
Result
Delivered compound EBITDA uplift and liquidity resilience in under six months.
“Their governance diagnostic revealed critical gaps in our investment committee structure. The new framework they implemented has reduced our decision-to-execution time by 40% while enhancing risk oversight.”
James Sterling
Chief Investment Officer, Sovereign Wealth Fund
“We engaged Blue Cedarwood to redesign our treasury operations ahead of a public listing. Their 'control tower' approach transformed our cash visibility and was instrumental in securing favorable credit rating outcomes.”
Elena Rodriguez
VP of Treasury, Global FinTech Unicorn
“Unlike traditional consultants who just deliver slides, the Blue Cedarwood team embedded with our risk function to build custom stress-testing models that we use daily. True partners in institutional resilience.”
Michael Chang
Chief Risk Officer, Multi-Strategy Hedge Fund
“Their insights into private credit valuations and operational due diligence helped us avoid two high-risk allocations this year. The ROI on their advisory retainer has been exceptional.”
Victoria Al-Fayed
Head of Private Markets, European Pension Trust
“Blue Cedarwood orchestrated our $800M debt refinancing with surgical precision. They identified a window in the market that saved us 45bps on the spread and optimized our covenant package.”
Thomas Wright
Head of Capital Markets, Global Infrastructure Fund
“The operational value creation plan they designed for our portfolio company drove a 22% EBITDA uplift in year one. Their team doesn't just advise; they help execute.”
Marcus Thorne
Managing Partner, Tier-1 Private Equity Firm
“We needed to rebalance our ALM strategy in light of shifting rate curves. Blue Cedarwood's actuarial modeling and asset allocation advice were pivotal in protecting our solvency ratios.”
Dr. Emily Zhao
Director of Strategy, National Insurance Carrier
“Their guidance on ESG data governance prepared us for the new disclosure directives well ahead of our peers. A truly forward-looking advisory partner.”
Jonathan Banks
Chief Sustainability Officer, FTSE 100 Energy Major
“Blue Cedarwood's direct investment framework allowed our family office to professionalize our deal sourcing and diligence. They act as an extension of our investment committee, bringing institutional rigor to our private equity allocations.”
Alexander Vane
Principal, Multi-Generational Family Office
ENGAGEMENT
How we scope work and define success metrics.
Urgent transactions can be accelerated based on stakeholder availability and market windows.
DELIVERY
What collaboration and reporting look like in practice.
IMPACT
Ensuring outcomes are measurable and durable.
Join 120+ corporate clients who've achieved optimized capital structures with our proven financial strategies.
"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 within 8 months."
Sarah Chen
Group CFO, Pan-Asian Logistics Conglomerate
