Stratiqa

What Stratiqa does

Stratiqa is a Hong Kong-headquartered (Sheung Wan) professional advisory firm operating as the dedicated advisory division of Phusjon Group, a diversified global professional services group formed from the January 2016 merger of Stratiqa Inc. with Censere Group (rebranded Phusjon Group in April 2018). Founded as a US advisory firm in 2012, Stratiqa withdrew from the US market in May 2019 and now operates from Hong Kong and Singapore, focused on cross-border US/Asia mandates. The firm delivers five core service lines: M&A and strategic advisory (both buy-side and sell-side), independent fairness opinions for public M&A and related-party transactions, expert witness opinions for litigation and arbitration, financial modeling for complex situations (start-ups, project finance, restructuring), and intellectual property valuation and commercialization using the IC Rating methodology licensed from ICMG of Japan.

The firm is led by senior professionals with 20–30+ years of experience drawn from The Blackstone Group, UBS, and First Boston, including CEO Brett Shadbolt (30+ years, Chartered Surveyor, with deep Minerals, Oil & Gas, and TMT/Cleantech sector experience) and Managing Directors in Hong Kong and Singapore supported by directors in Frankfurt (Europe coverage) and New York (North America coverage). Business generation is conducted through direct senior-led engagement — quote-based advisory mandates typical of the independent professional services industry — with no intermediary or channel-partner model. Marketing is limited to website content marketing, newsletter subscription, and organic social presence on Facebook and Twitter, supplemented by thought-leadership articles on middle-market M&A, Chinese outbound M&A, and Asia PE fund trends.

Customer segments include corporate decision makers, M&A transaction parties (buy-side and sell-side), IP-driven businesses, and participants in litigation and arbitration, with no publicly disclosed client logos. The firm markets itself on independence, conflict-free advice, and access to Phusjon Group's cross-border network, and has received the 2016 AI Intellectual Property Award for Best IP Consultancy Firm – Asia Pacific. Revenue, pricing, and headcount figures are not publicly disclosed.

Name

Stratiqa

Legal name

Stratiqa Holdings Limited

Website

https://stratiqa.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Stratiqa is a Hong Kong- and Singapore-based independent professional advisory firm, operating as the advisory division of Phusjon Group, providing M&A strategic advisory, fairness opinions, expert witness testimony, financial modeling, and IP valuation services to corporate decision makers, M&A transaction parties, IP-driven businesses, and litigation participants across cross-border US/Asia mandates.

Ownership category

akta.pro rank

Product category

Corporate Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAH

Cross-Border M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAB

Buy-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHAOAF

Fairness Opinions & Independent Financial Advice

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAK

Transaction Structuring, Negotiation & Deal Execution Support

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

• Mergers and acquisitions advisory
• Business valuation services
• Fairness opinions
• Intellectual property valuation
• Expert witness testimony

Headquarters

HQ city

Sheung Wan

HQ country

Hong Kong SAR China

HQ region

Asia

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Strategic Advisory Services: M&A advisory services for both buy-side and sell-side transactions, including cross-border deals with emphasis on US/Asia transactions. Revenue generated through advisory fees for strategic consulting engagements.
2. Fairness Opinions: Independent fairness opinions for public mergers and acquisitions, complex transactions, related party transactions, and taxation matters. Senior valuation consultants provide comprehensive analysis and unbiased opinions.
3. Expert Witness Services: Expert witness opinions for litigation, arbitration and dispute resolution including minority shareholder disputes, transaction disputes, insolvency and corporate turnaround, IP infringement, and joint venture disputes.
4. IP Valuation and Commercialization: Valuation of intangible assets and intellectual property including trademarks, patents, licenses. Royalty rate determination studies using market-based studies and econometric analysis. IP portfolio management services.
5. Financial Modeling: Financial forecasts and modeling for start-ups, development projects, mergers and acquisitions, project financing, restructuring and turnaround situations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Stratiqa is a professional advisory firm providing strategic advisory for M&A transactions, independent fairness opinions for public mergers and complex transactions, expert witness opinions for litigation and arbitration, intellectual property valuation and commercialization, and financial modeling for start-ups, development projects, M&A, project financing, and restructuring situations. The firm works with both buy-side and sell-side parties and focuses on cross-border US/Asia transactions.

Product overview

Stratiqa is a professional advisory firm that operates as a unified suite of premium valuation and consulting services. The company offers five core service offerings: Strategic Advisory (M&A advisory), Fairness Opinions, Expert Witness Opinions, Financial Modeling, and Intellectual Property Management. These services are designed to assist decision-makers in complex corporate transactions, providing independent advice for shareholders, directors, and other stakeholders. The company focuses on strategic advisory, fairness opinions, expert witness opinions, and intellectual property commercialization as part of the broader Phusjon Group ecosystem.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advisory

Quantifiable outcome

• Billions of dollars in fairness opinions rendered

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Phusjon Group (formerly Censere Group)coreStrategic or Co-development Partner · 20 January 2016Stratiqa is a member of Phusjon Group, a global advisory group. In January 2016, Stratiqa Inc. merged with Censere Group (now Phusjon Group). The combined group initially had 18 offices across three continents. Stratiqa operates as the advisory division of Phusjon Group, providing strategic advisory, fairness opinions, expert witness opinions, and IP management services. Phusjon Group comprises three operating businesses: Censere, Stratiqa, and Ausus Advisory, with 20 offices across the Americas, Europe, Asia and Oceania.

Scale indicators3 records

Recent moves10 records

Expansion highlights4 records

Direct peers

• Valuation Research Corporation (VRC): Global valuation firm providing fairness opinions, enterprise valuations, and intangible asset/IP valuations. Direct competitor in valuation and fairness opinion services.
• FTI Consulting: Global advisory firm offering expert witness, dispute resolution, restructuring, and M&A advisory services. Overlaps directly with Stratiqa's expert witness and valuation practice.
• Alvarez & Marsal: Global professional services firm with deep restructuring, turnaround, and dispute advisory expertise. Comparable in financial modeling, restructuring, and expert witness mandates.
• Houlihan Lokey: Global investment bank with strong M&A advisory, fairness opinions, and valuation practices plus an active Asia-Pacific presence. Highly comparable service mix and cross-border M&A focus.
• Duff & Phelps (now part of Kroll): Specialist in valuation, fairness opinions, and expert witness services for disputes and transactions. Directly comparable in fairness opinion and IP valuation work.

Regional players

• Grant Thornton: Global advisory firm with M&A advisory and valuation practices. Competes in mid-market cross-border mandates and fairness opinions, especially in Asia.
• BDO Corporate Finance: Advisory practice of BDO with cross-border M&A and valuation services. Comparable in mid-market M&A and valuation services, particularly in Asia-Pacific.

Broad incumbents

• KPMG Corporate Finance: Big 4 deal advisory practice offering M&A advisory, valuations, and fairness opinions across Asia and globally. Competes with Stratiqa in valuation and mid-market M&A.
• EY-Parthenon: Strategy and transactions arm of EY, providing M&A advisory, valuation, and diligence services. Comparable in cross-border corporate finance and fairness opinions.
• Deloitte Corporate Finance Advisory: Big 4 advisory arm providing M&A, restructuring, valuation, and fairness opinion services. Competes for the same cross-border and Asia-Pacific mandates as Stratiqa.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/stratiqa
• Facebookfacebook.com/stratiqa

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stratiqa