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Trinergy M&A Advisory Limited
RM 2306 Zhongda Square,
989 Dongfang Road, Pudong Shanghai P.R.C.
Zip Code: 200122
Tel: + 86 15900818560

Email addresses are of the form of “first name’s first letter”+”last name” For example John Doe’s email address is


George So, Partner

George graduated from Cornell University with an MBA from New York University. He has over 30 years of banking and investment banking experience obtained from First Interstate Bank, Lloyds Bank, Standard Chartered Bank, and China Development Industrial Bank. Before founding Trinergy Finance in 2007 and Trinergy M&A advisory in 2010, George was General Manager of CDIB’s project finance and overseas investment units, where he managed a USD 1.5 billion direct investment portfolio, and served on the boards of Japan’s Century Security, Indonesia’s Ciptadana Security, Thailand’s Bangkok First Investment Trust, and CDIB Asset Management Companies at Hong Kong, Korea and USA. George is the Managing Director at Trinergy.

Dr. Rikki Tai, Hongkong Representative

Dr. Tai is Trinergy’s Hong Kong Representative and is Director of Trinergy’s IT M&A unit. He holds a PhD in Finance from the Shanghai University of Finance and Economics, and a Master degree in Control Engineering and Operation Research from Cambridge University. Dr. Tai has over 20 years of senior and general management experience in the IT industry with Alphasem Ag, Tec-sem Group, QC Solutions, and Kras Asia in the Asian Pacific area. He also involves in lecturing at university.

Janet So, Director

Janet has a BS in journalism from Chengchi University, a MS degree in computer science from CSU and an EMBA from National Taiwan University. Prior to joining Trinergy in 2011, Janet worked as system analysts for IBM, APL, and ARCO in the USA; PR and marketing manager for Trans Asia Airways in Taiwan; senior consultants for Blue Focus and Dream Work PR firms, and consulting director for McGraw Hill’s Aviation Week in Shanghai. Janet is a Director at Trinergy responsible for business development. She has participated in various deals within the logistics, food and IT sectors and is member of our logistics, food and IT industry groups.

Rebecca Zhu, CPA, Vice President

Rebecca graduated from Shanghai International Studies University with BA and MA degrees in English Education and Advanced Translation, and received a double major degree in Accounting from Shanghai Institute of Foreign Trade. Ms. Chu has extensive overseas project experience and worked for KPMG as auditor and consultant prior to joining Trinergy.

Carol Zhou, Vice President

Carol received bachelor degree of accounting, banking and finance from Victoria University in Australia and is a Mandarin-English certified interpreter and passed Level 2 CFA exam. She has intensive overseas work experience in accounting and finance and worked as financial analyst at Alldobetter Financial Information in Shanghai prior to joining Trinergy.

Han Bao, Senior Manager

Han graduated from Columbia University with Master’s degree in Material Science, specializes in semiconductor and new materials. He also holds Bachelor’s degree in Physics from Zhejiang University. Prior to joining Trinergy, Han worked in SASF focusing on ABS world-wide projects in cooperation with Bloomberg. He is member of our automotive and industrials groups.

Alice Lei, Senior Manager

Alice graduated with distinction from the University of Reading with a master degree in Corporate Finance and Investment Banking and received her Bachelor’s degree in Financial Management in Sichuan International Studies University. Prior to joining Trinergy, she worked for Deloitte as auditor and for a public firm as financial planning and analysis team member.

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