• Monceau Philippines Holdings, Inc. is an investment advisory firm providing investment banking services including corporate finance, M&A advisory, debt and equity capital markets.
  • Holds 5% of Philippine Equity Partners, a stock brokerage house affiliated with BAML. It is one of the leading equity research firms in the Philippines and Rodney Ward is a director.
  • Founded by Rodney Ward, former Chairman Asia Pacific Global Corporate and Investment Banking at Merrill Lynch and Co. Rodney has 30 years of investment banking experience having previously served as Chairman and President of UBS AG’s Asia business. A former Government appointed non-executive director of HKEK, Rodney stood down from BAML in April 2015 to develop a portfolio of direct Asian investment.
  • Have affiliations in London, Singapore, HongKong and Manila.
  • Co-founded by David M. Dela Cruz, former investment banking executive at Deutsche Morgan Grenfell HK and Crosby Securities HK Limited. He is a Certified Public Accountant and attended the Stanford University course on Mergers and Acquisitions. He serves on the Board of several listed companies including ABG and is currently the CFO of Sta. Lucia Land Inc.

Qualifications/ Notable Transactions

  • Have wide access to global institutional investors across all major industries.
  • Extensive track record in reverse takeover transactions through the principals and associates.
  • Familiarity with the local and international regulatory frameworks, specifically with the Philippine Stock Exchange and the Securities and Exchange Commission.
  • Were involved in over US$ 10 billion worth equity market transactions and over US$ 3 billion in debt capital market deals for top Philippines corporates including MetroBank, the Ayala Group, ICTSI, AEV, JG Summit, Bloomberry Resort, Melco Crown (Philippines), Travellers International Hotels Group and SM Investment, BDO, Republic of the Philippines sovereign debt, among others.
  • Notable deals, including in the gaming industry as set down below:
  • US$ 250 million back-door listing and re-IPO of Bloomberry Resorts Corporation.
  • US$ 400 million back-door listing and re-IPO of Melco Crown (Philippines) Resorts Corp.
  • US$ 450 million back-door listing and re-IPO of Alliance Global, the holding company for Travellers International Hotel Group.
  • US$ 250 million back-door listing and re-IPO of Vista Land.
  • US$ 250 million back-door listing and re-IPO of Metro Pacific Investments

Partners

Rodney Ward

MANAGING DIRECTOR

  • Rodney Ward was Chairman Asia-Pacific Global Corporate and Investment Banking at BAML from July 2012 to April 2015 when he stepped down to focus on his personal Asian Investments. These include a peer to peer lending platform in HK and a PRC focused debt advisory and execution business supported by a lending PRC private sector group. He is also Chairman of the funds managed by Rays Capital, a HK based asset management group.
  • Rodney’s Asian background dates from May 1994 when he removed to assume the Chairmanship of SG Warburg’s Asia Pacific business. He was subsequently appointed Chairman Asia-Pacific of Swiss Bank Corporation’s regional business. In February 2000, he re-joined UBS, which had acquired SBC as Chairman of the group’s Asian business. In this capacity, he held the team which was responsible for the restructuring and IPO of the Bank of China (HK Ltd), the prototype for the restructuring of China’s banking industry. He subsequently led the restructuring and IPO of the Bank of China which at the time was the largest ever IPO by a financial group. He also led the team which, in conjunction with the PBOC and the CSRC, designed the QFII scheme which permitted international investors to buy domestics PRC shares.
  • Rodney was BA at Cambridge University and attended Yale Law School and is a qualified solicitor in UK.
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David Dela Cruz

Director

  • David has over 24 years of relevant finance experience having been a former investment in banking executive at Deutsche Morgan Grenfell (HK Ltd). He was formerly the CFO of Atlas Mining and Development Corp and was a risk officer at BDO. 
  • David attended the M&A program at Stanford University and has a MBA from the De la Salle University. David is Certified Public Accountant and placed 9th in the 1987 CPA licensure examinations. He was previously an audit staff with SGV and Company.
 
 
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Jacy Chua

Director