David He

Represented strategic investors in sourcing and evaluating proprietary deep technology investment opportunities through self-developed relationships with leading universities, research institutions and founders across Australia, China and the United States.

• Developed proprietary deal flow through relationships with 10 leading research institutions and universities, including the Chinese Academy of Sciences (CAS), Tsinghua University, Harvard University and Monash University, sourcing investment opportunities across AI, advanced materials, biotechnology, chemicals and clean energy.
• Evaluated 9 deep technology platforms, assessing technology readiness, IP position, commercial viability and market scalability to support investment decisions.
• Led the end-to-end evaluation of 7 technology investment opportunities, spanning technology screening, commercial due diligence, founder assessment, IP review and investor engagement.
• Worked with founders to develop commercialization strategies, business plans and investment materials, with 5 ventures progressing to business planning and investor presentation.
• Provided investment recommendations by assessing commercial, technical, IP and execution risks, supporting investment selection and acquisition decisions.

Selected Engagements

• Represented Shandong Energy Group in identifying Australian thermal coal suppliers and negotiating a long-term offtake agreement with Yancoal Australia (ASX:YAL), supporting approximately 80,000 tonnes of monthly procurement.
• Sourced a USD2 million private equity investment opportunity in a Mongolian rail infrastructure project, securing exclusive investment rights linked to a long-term coking coal supply agreement with Tavan Tolgoi (Mongolian SOE).
• Led commercial evaluation, financial modelling and comprehensive due diligence of the Mongolian rail infrastructure project, identifying material commercial and operational risks that informed the client's decision not to proceed with the investment.
• Developed a new business model and three-stage market expansion strategy for a cross-border logistics company, supporting its entry into China–Europe rail freight services and establishing strategic engagement with China Railway Group for Belt and Road freight opportunities.

Boutique cross-border investment advisory firm serving listed companies, Fortune Global 500 enterprises and government agencies.

• Originated and delivered over 20 cross-border M&A, infrastructure and strategic investment engagements across agribusiness, energy, mining and financial markets throughout the Asia-Pacific region.
• Secured 5 cross-border investment mandates from Fortune Global 500 enterprises, exceeding AUD 3 billion in value.
• Evaluated and synthesised financial, commercial and legal due diligence findings from external advisors to formulate strategic investment recommendations.
• Engaged regularly with C-suite executives to influence investment decisions and strengthen long-term client relationships.
• Demonstrated strong stakeholder management by coordinating investment banks, legal counsel, Big Four accounting firms, technical advisors, government agencies and investors to drive efficient transaction execution.
• Expanded the firm's Tier-1 client portfolio by onboarding 10+ Fortune Global 500 enterprises and multinational corporations, including China Resources Group, Shandong Energy Group, China Railway Group, Biobot Surgical (Singapore), Fort Pilar Energy (Philippines), and Vemesa Group (Indonesia).

• Prepared over 50 investment pitch books and memoranda, delivering comprehensive financial analysis and market research across mining, energy, agriculture and infrastructure projects.
• Collaborated with managers to conduct over 30 commercial due diligence engagements, assessing project feasibility and investment risks.
• Supported the end-to-end execution of 9 investment transactions across mining, agriculture and energy sectors, performing commercial due diligence, financial analysis and transaction coordination for deals valued at AUD 3–10 million, contributing to investment returns of 1.5×–2.0×.
• Served as a key point of contact for founders, institutional stakeholders, and HNWIs, facilitating communication and streamlining investment processes.
• Coordinated with cross-functional stakeholders—including legal, technical, regulatory, and investment partners—to streamline project execution and accelerate transaction timelines.