Who We Are

Globex is a boutique investment consultancy firm that has positioned itself as a vital player in the complex world of private equity and venture capital investments.

Our Philosophy

Collaborative Client Relationships

Globex functions as an integral part of their clients' internal teams, working collaboratively to set objectives, assess risks, analyze competition, and evaluate management teams. This partnership approach ensures that business proposals are refined and enhanced for presentation to potential investors or lenders.

Extensive Network and Relationships

Leveraging a vast network of relationships with investment professionals, company executives, and buy-side analysts, Globex enhances its decision-making processes. This network provides privileged access to reliable information sources, ensuring successful outcomes at every investment stage.

Commitment to Excellence

Globex prides itself on being more than just advisors; they are strategic partners committed to empowering clients to navigate the global investment landscape confidently. By combining expertise, a robust network, and a commitment to excellence, the firm guides clients toward sustainable growth and long-term success in an ever-evolving market.

Tailored Solutions and Long-term Value Creation

The firm's approach is distinguished by its ability to deliver tailored solutions that align with clients' strategic objectives, driving long-term value creation. This is achieved through meticulous assessment of business models and propositions, focusing on strengths in management, product innovation, and global business expansion opportunities.
In essence, Globex offers a comprehensive suite of investment advisory services that cater to various needs, from public and private equity investments to strategic and operational advisory. Their unique approach, characterized by deep industry expertise and collaborative client relationships, positions them as a trusted partner in navigating the complexities of the investment landscape.

Our Expertise and Approach

Portfolio rebalancing/ Management advisory

In our investment management, portfolio rebalancing is a critical process that ensures an investor's portfolio remains aligned with their financial goals and risk tolerance. Rebalancing involves adjusting the weightings of assets in a portfolio to maintain a desired level of asset allocation. We review clients’ portfolio and advise to rebalance their portfolios with reference to preset benchmark indices

Our Processes

Review Portfolio Performance

Our process begins with a comprehensive evaluation of the portfolios performance over the past period. We analyze returns, volatility, and any deviations from expected outcomes. This step is crucial for understanding how the portfolio has performed relative to its goals and benchmark indices.

Assess Market Conditions

We monitor market conditions, interpreting economic indicators, market trends, and geopolitical events. This assessment informs the clients their understanding of potential risks and opportunities that may impact the portfolio.

Compare to Benchmark Indices

We then compare the current portfolio allocation to preset benchmark indices, to identify any deviations from the target asset allocation, and as a guide for the rebalancing process.

Determine Rebalancing Needs

Based on the analysis, we identify specific rebalancing needs. We prioritize adjustments that will realign the portfolio with client’s target allocation, considering factors such as asset class performance and changes in client objectives.

Execute Rebalancing Strategy

Once rebalancing needs are determined, we discuss with clients and implement the strategy by buying or selling assets to achieve the desired allocation, with aim to minimize transaction costs and tax implications. We recommend semi-annual review of a portfolio to ensure that portfolios remain on track to meet clients objectives, monitor the continuing risk and return result in response to the volatile global market conditions.

Primary PE/VC Advisory Services

Sourcing and Evaluating Deals

We leverage the industry networks and market intelligence of our partners to identify potential investment opportunities that align with our clients' strategic objectives. We then utilize advanced analytical tools and market research to assess the viability and growth potential of target companies, the competitive landscapes, and the strategic fit in providing a curated list of high-potential investment deals for our clients..

Due Diligence for Informed Decision-Making

Once potential deals are identified, advisory firms undertake a rigorous due diligence process to ensure informed decision-making. This involves a detailed examination of the target company's financial health, operational efficiency, legal standing, and market position. We are contracted by our client and collaborate with accountants to lawyers to assess legal risks, financial projections and tax implications. This comprehensive assessment will help mitigate risks and uncover any potential red flags that could impact the investment's success. Usually, we produce a due diligence report, providing clients with the insights needed to make informed investment decisions..

Negotiation and Deal Structuring

Negotiation and deal structuring are pivotal in translating an investment opportunity into a finalized agreement. PE/VC advisory firms play a crucial role in this phase by leveraging We leverage our expertise to negotiate favorable terms for their clients, working closely with corporate bankers and legal advisors to structure deals that optimize financial outcomes while minimizing risks. We involve in negotiations with consent of both parties to ensure that all aspects of the transaction, including pricing, payment terms, and governance structures, align with the client's strategic goals. Our aim is to help clients expedite the deal closure process with mutual understanding and transparency.

Post-Investment Support and Collaboration

Following the successful execution of a deal, we often continue with contractual agreement with clients to offer further support in its initial years. We assist in strategic planning, operational improvements, and governance enhancements. The dedicated follow through approach has won us numerous compliments from our clients in navigating challenges of the new partnerships during critical early stages and fostering the long-term business growth.

The Unique Investment in PE secondaries

Launch of PE Secondaries fund in AI, Data Sciences and Semiconductors

Pioneering New Frontiers

As industries across the globe undergo digital transformation, the demand for advanced computational capabilities and data-driven insights has surged. Our firm’s decision of establishing a secondaries fund focused on burgeoning potential of AI, data analytics, and semiconductor technologies. Our senior partners have built a network of direct and indirect connections with successful entrepreneurs and industry leaders engaging in these fields. Our experience also provides us with unique insights and access to high-quality deal flow that may not be available to other investors. We have a strong research team that can source emerging growth companies with majority in the US Silicon Valley. Such initiative is to give access to investors who have inadequate time nor knowledge in understanding the complexity of these innovative industries. Joining our “Secondaries Fund” with smaller invested amount of US$100,000 as minimum presents a unique opportunity to tap into this high-growth landscape. # Details of the Fund information will be provided On Request basis..

Digital and Tokenized Assets

Our Team of International Partners has a unique blend of traditional finance expertise and deep knowledge of blockchain technology, we help clients unlock opportunities in cryptocurrencies, tokenized securities, and other digital assets. Our strategic guidance ensures that you can capitalize on this transformative asset class with confidence. Tokenized assets are revolutionizing finance by offering fractional ownership, increased liquidity, and access to previously untapped markets. Whether you’re exploring cryptocurrencies, tokenized real estate, or other blockchain-based investments, we provide tailored solutions to diversify your portfolio while managing risks effectively. Our consultancy services extend beyond investment advice. We assist with regulatory compliance, risk management, and market analysis. We are committed to helping clients navigate the complexities of digital assets while building sustainable, forward-looking portfolios.

Digital Insurance: Expertise in Risk Assessment

Our senior partners specialize in leveraging digital insurance solutions to help clients identify, manage, and mitigate emerging risks in today’s complex landscape. By integrating cutting-edge technologies such as AI, data analytics, and blockchain, we enable more precise risk assessments and tailored insurance strategies for businesses and individuals alike. Our proprietary risk assessment program lies at the heart of our consultancy. Combining advanced analytics with industry expertise, this allows us to recommend optimized coverage strategies that minimize liabilities and protect your investments effectively. Whether safeguarding digital assets, securing business operations, or addressing evolving insurance needs, we ensure your risks are proactively managed. With a clear, strategic approach to digital insurance, we empower you to focus on growing your wealth with confidence in a rapidly changing world.