Haley Wen

Haley Wen is a Partner at Advantary Capital, where she collaborates with global family and private investment vehicles to source, evaluate, and syndicate capital investment opportunities. With over a decade of experience across investment banking, private equity, and portfolio management, Haley brings a global perspective and strategic acumen to every transaction.

Her track record reflects orchestrating numerous mid to large-size cross-border transactions across North America, Europe, and Asia, including M&A transactions ranging from $500 million to $6 billion in enterprise value, as well as complex spinoffs averaging $3 billion. In the venture space, Haley has successfully raised capital for early-stage startups, typically around $3-5 million, and has guided founders through capital raising, international expansion, and exit strategies. Notably, she led the rapid launch of an overseas subsidiary, assembling a fully in-house team from the ground up.

Haley has headed investment management teams and consistently showcased her adeptness in steering high-performance groups towards success. Her influence extends beyond her professional sphere. Haley serves on multiple boards and is an active investor in an investment club with trading seats on both the NYSE and the Toronto Stock Exchange. Haley’s international upbringing, having been raised in China, Macau, Paris, Montreal, and New York, has endowed her with fluency in English, French, Mandarin, and Cantonese. This global perspective enriches her ability to navigate diverse business landscapes with finesse and cultural sensitivity.

With a Cornell MBA anchoring her expertise and a CFA Level III designation, Haley embodies scholarly rigor and professional mastery. Her multifaceted talents, paired with a forward-thinking approach, make her a reliable colleague in investment partnership, where she is poised to drive organizations towards sustainable growth and unparalleled success.

Outside of work, Haley enjoys squash, equestrian sports, volleyball, and basketball, and has a wide-ranging appreciation for architecture, music, literature, and intellectually engaging conversations.

Expertise:

Investment banking, private equity, portfolio management, M&A, capital raising, international expansion, exit strategies

Sectors:

Industry-agnostic, technology, manufacturing, professional services, real assets

Roles:

Private Equity and Venture Capital, M&A Partner, Cross-border Capital Advisory, Business Development, Investor, Advisor, Dealmaker

Traits:

Strategic, forward-thinking, culturally sensitive

Location:

New York, NY