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Pan-China Consulting Services: Assessing Future Directions

Shi Li; Han Chen; Yaqi Shi; Chaopeng Wu

Product #:9B21N004
Supplier:Xiamen/Ivey
Discipline:Accounting, Finance
Setting:China, 2020
Details:Case (PDF) • 14 pages • 2021-06-22 (Rev: 2021-11-11)

Subjects:

Venture capitalPrivate equityInvestment managementFinance and investingAccounting

Industries:

Financial service sector

Geography:

AsiaChina
Your Price:$9.71

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In February 2020, Pan-China Consulting Services Co. Ltd. (Pan-China) was entering its third decade in operation. Pan-China’s founder was reviewing the firm’s evolution and discussing several key opportunities with his team. Over the previous two decades, the company had shown solid performance in providing financial and capital markets advice to over 200 companies. It had generated strong returns for its key investors, who ensured that every deal was financially secured by the company’s auditing, financial, and consulting expertise. However, the founder and his two senior advisers had to make some decisions. Should Pan-China participate in a new round of private placement investment? Should it consider investing in a second opportunity? Which fund issuance would be the best fit for Pan-China? Was its consulting and investment business model sustainable?

Learning Objectives

This case is suitable for corporate finance, venture capital (VC), or investment courses at the undergraduate and graduate level. The case assumes that students already have an understanding of private equity (PE) and VC business models, private placement, and investment decisions. The case should not be used as an introduction to these topics. After working through the case and assignment questions, students will be able to do the following:
    Determine the impact of entrepreneurship and corporate culture on investment companies.
  • Evaluate the advantages and disadvantages that such a model provides in capturing investment opportunities, making deals, generating returns, increasing assets under management, and growing earnings before interest, taxes, depreciation, and amortization.
  • Assess investment opportunities and explore the reasons for their screening and abandonment.
  • Evaluate the advantages and disadvantages of different types of PE and VC funds.
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Case Study: Pan-China Consulting Services: Assessing Future Directions (English version) | Ivey Publishing