Our Team

Dr. Kevin Qi

Chairman / President / Chief Investment Officer / Chief Economist

Dr. Qi has more than 20 years of experience in investment banking, consulting, and investment. He was once the managing director of Investment Banking Department of CICC, a core member of CICC's M&A Committee, and one of the founding employees of BCG China. 


The M&A and listing projects that Dr. Qi was responsible for maintained the record of the largest domestic A-share tender offer so far, the largest exclusive lead underwriting project in the world, and won "Best IPO in China" award three times. During his stay at CICC, Dr. Qi pioneered a series of major projects, including the first overseas M&A privatization project, the first M&A shell exit project, the first overseas convertible bond project, the first USD bond project, etc., and provided equity investment services for dozens of state-owned enterprises. In 2017 and 2020 Dr. Qi won the "Best M&A Deal Maker in China" award by China Mergers and Acquisitions Association. 


Dr. Qi once served as a member of the Venture Capital Fund Evaluation Committee of National Development and Reform Commission's  and a member of the Standing Committee of the 3rd Central Enterprise Youth Federation. Dr. Qi holds an MBA degree from Columbia University in the United States and a Master degree in economics from Fudan University in China. He is the author of "Gold Master" (Wechat Reading), "Value Investing in China: The VMMIG Model", "National Boundaries of Capital", translator of "Crisis and Recovery", "M&A Master", and has published papers in magazines such as, "Reform". He is also a columnist for "Caixin.com" and a contracted writer for Wechat Reading App. Dr. Qi has set up "Qi Ke Zhan Scholarships" at Fudan University, Hopkins-Nanjing Center, Tianjin University, Qingdao No.2 High School and Columbia University in the United States.


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Steven Sun

Supervisor / Partner

Mr. Sun has 20 years of experience in banking and investment banking. Prior to joining Merger China Group, Mr. Sun spent 12 years in the investment banking and wealth management departments of CICC, where he served as the executive director. During his time at CICC, Mr. Sun participated in and led the execution of a series of major M&A and financing transactions, including China Unicom, Beijing Gas, China POTEVIO, Sinopec, China Development Bank, China Minmetals Corporation, China General Technology Group, China National Machinery Group, Sinochem Group, etc.


Before joining CICC, Mr. Sun worked for the Export-Import Bank of China. Mr. Sun holds an MBA degree from Guanghua School of Management, Peking University and a Bachelor's degree in Economics from Fudan University.



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June Yan

Director / Partner

Ms. Yan has more than 10 years of experience in fund industry and capital market financing. She once worked in the financing and investment department of Shanghai Golden Bund Group Company and Beijing Yinhua Asset Management Company. Ms. Yan has long focused on China investments by overseas financial institutions and overseas investment by Chinese institutions.

Ms. Yan graduated from Tongji University with a Bachelor's degree in technology and economics and Bernard M. Baruch College of The City University of New York with an MBA degree. Ms. Yan is the author of "Romantic Journey" and "Luxury Travel in Costume".


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Kathleen Chen

Partner / Head of Executive Committee

Ms. Chen is one of the first sponsor representatives in China, with 20 years of experience in investment banking, equity investment, futures, and corporate governance.

Prior to joining Merger China Capital, Ms. Chen worked in China Galaxy for more than 10 years and served as executive director of China Galaxy Securities, vice president of China Galaxy wholly-owned equity investment company, and managing director of Galaxy Futures. During this period, Ms. Chen has participated in and led the capital operation of central enterprises such as Jilin Chemical Co., LTD., Shaanxi Changling, Zhongliao International Co., LTD., and Changhang Phoenix Co., LTD. Ms. Chen worked in the Investment Banking Department of CICC for 6 years and served as the executive director. Ms. Chen has long focused on providing diversified services for key customers of central enterprises, and has been in charge of capital operations of central enterprises such as China Unicom, CRSC, Sinochem, China General Nuclear Power Group, and Aviation Industry Corporation of China. 

Ms. Chen holds a master's degree in economics (Finance major) from Peking University and a bachelor's degree in economics from Beijing Jiaotong University.


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Mandy Zhang

Partner

Ms. Zhang has 10 years of experience in investment banking, strategic consulting, and asset management. She was mainly engaged in M&A and strategic consulting projects in information technology, medical services, consumer goods and health industries, and has accumulated rich experience in domestic and overseas capital markets. Ms. Zhang was responsible for the implementation of the consulting and execution of projects such as the merger of Ciming Health Checkup and Health 100, the strategic investment of Dixintong Co., Ltd., China Resources Land's investment in pension fund business, and the strategic investment of Luolai Life.

Ms. Zhang previously worked at the the New York headquarter of the American Asset Management Consulting Group. 

Ms. Zhang graduated from the University of Illinois with an MBA degree.


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Basha Sun

Partner

Mr. Sun has 10 years of experience in corporate management consulting and investment banking. He is mainly engaged in M&A and strategic consulting projects in industrial manufacturing, chemical energy, and other industries. Mr. Sun participated in the consulting and execution of capital operation projects such as China National Chemical Corporation and China Energy Conservation Group, and served as a consultant and executive leader for Johnson Controls, Cargill Feed, and Volkswagen (China) multinational companies.

Mr. Sun worked in PetroChina and Gaofeng Consulting and graduated from the Chinese University of Hong Kong with an MBA degree and previously worked for PetroChina and Gaofeng consulting.


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James Cheng

Partner

Mr. Cheng has 15 years of work experience in commercial banking, investment banking, private equity, and external asset management field. He has provided financial advisory services and debt financing services to many listed companies as well as leading private companies, and he is also experienced in providing investment consulting services to ultra-high-net-worth individuals in the field of foreign exchange, private equity, real estate fund, bond, trust, etc. 

Mr. Cheng joined Citibank's Management Trainee program as a starting point of his career, he then rotated to several posts in different locations, including Shanghai, Taipei, and Hong Kong. He obtained a Master of Science in finance degree from George Washington University in the United States and was licensed to engage in type 1,4,6,9 regulated activities by Hong Kong SFC during his career.

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Jessie Yang

Director 

Ms. Yang has more than 10 years of work experience in finance, product technology, and other departments of policy banks and large state-owned enterprises.

Ms. Yang worked for the Export-Import Bank of China and Shuohuang Railway. She graduated from Guanghua School of Management of Peking University with an MBA degree.


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Kyle Zhou

VP of Strategic & Research Department 

Mr. Zhou has 7-year experience in investment banking and strategic consulting. He mainly focuses on SOE reform & financing and M&A projects. Mr. Zhou has engaged in consulting and execution projects for several SOEs, such as Bluestar, CSCEC, China Resources, etc. 

Mr. Zhou worked in CCCC and graduated from EMLYON Business School in France with a master degree in finance.


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