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Certificate for Module (M&A and Private Equity Strategy for Family Office)
證書（ 單元 : 家族辦公室的併購與私募股權策略）

Course Code
FN136A
Application Code
2365-FN136A
Credit
9
Study mode
Part-time
Start Date
04 Feb 2026 (Wed)
Duration
30 hours
Language
English
Course Fee
HK$15000
Enquiries
2867 8476
2861 0278
pgdfosm@hkuspace.hku.hk
How to Apply
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How to Apply

Highlights

This programme aims to provide students with essential knowledge in Private Equity and M&A markets. It will discuss various issues such as the development of Private Equity and M&A in different regions; the structuring and executing of Private Equity and M&A; the considerations and processes involved in Private Equity and M&A transactions; updated legal and regulatory developments in Hong Kong. Real-life cases will also be discussed. After completing the programme, students will understand how Private Equity and M&A help with family office growth.
 

Programme Details

On completion of the programme, students should be able to

  1. explain the operation and management of the Private Equity, M&A and M&A in family office;
  2. discuss the considerations and processes involved in executing Private Equity, M&A, and Islamic finance transactions;
  3. critically analyse the legal and regulatory developments of Private Equity, M&A and Islamic finance; and
  4. examine the criteria and the terms and conditions for developing successful strategies in Private Equity, M&A and Islamic finance.

Assessments: 

  • In-class Presentation & Individual Written Assignment

Award:

  • Upon successful completion of the programme, students who have passed the assessment with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a "Certificate for Module (M&A and Private Equity Strategy for Family Office)".
Application Code 2365-FN136A -

Days / Time
  • Wednesday, 7:00pm - 10:00pm

Modules

Course Syllabus

1. Introduction to Private Equity in Family Office

  • Private Equity Industry Overview and Market Analysis
  • Beneficiaries and Investors in Private Equity
  • Private Equity Market Analysis: North America, Europe, and Asia

 

2. Private Equity Fund Management

  • Private Equity Fund Cycle and Fundraising Challenges for Family Office
  • Investment Criteria, Process, and Managing Investee Companies
  • Exit Strategies Tailored for Family Office
  • Establishment and Structure of a Family Office Private Equity Fund
  • Key Terms and Legal Documentation

 

3. Strategic Asset Allocation

  • Private Equity Investment Strategies for Family Office
  • Valuation Methodologies and Performance Measurements
  • Different Asset Classes within Family Office Portfolios

 

4. M&A Strategies for Family Office

  • Overview of M&A and its Importance in Family Office Growth
  • Planning for Value, Synergies, and Factors Influencing M&A Success
  • Target Selection, Due Diligence, and Deal Evaluation Strategies

 

5. Deal Structuring and Integration

  • Deal Terms and Considerations in Family Office M&A
  • Stake Size (Wholly owned, Majority or Minority), Ownership Structure, and Corporate Governance in M&A Transactions
  • Post-Merger Management and Risk Mitigation Strategies

 

6. Risk Management and Resilience

  • Defensive Tactics: Corporate Restructuring and Insolvency Planning
  • Safeguarding Family Office Interests in Challenging Situations
  • Ensuring Long-Term Growth and Stability for Family Office through Strategic Planning

 

7. Introduction of Islamic Finance

  • Shariah law and Islamic finance
  • Global Islamic financial markets development
  • Islamic equity screening criteria

 

Tutor Profile

MR. ERIC POON

Mr. Poon is an Adjunct Associate Professor at HKU Business School. He has over 25 years of experience in alternative investments and asset and wealth management, serving as an investor relations (IR) professional and managing IR teams globally. He graduated with a degree in Economics from the University of British Columbia (UBC) in Vancouver, Canada, and obtained his M.B.A. from the University of Houston in Victoria, Texas. He also completed a senior executive course at Harvard and Tsinghua Universities.

Class Details

Feb 2026 Class Schedule

Lecture Date Time
1 4 Feb 2026 (Wed) 7 - 10 PM
2 11 Feb 2026 (Wed) 7 - 10 PM
3 4 Mar 2026 (Wed) 7 - 10 PM
4 11 Mar 2026 (Wed) 7 - 10 PM
5 18 Mar 2026 (Wed) 7 - 10 PM
6 25 Mar 2026 (Wed) 7 - 10 PM
7 15 Apr 2026 (Wed) 7 - 10 PM
8 22 Apr 2026 (Wed) 7 - 10 PM
9 29 Apr 2026 (Wed) 7 - 10 PM
10 6 May 2026 (Wed) 7 - 10 PM

 

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee : HK$15000

Entry Requirements

Applicants shall hold a bachelor’s degree awarded by a recognised institution. Those with a business-related degree would have an advantage.

If the degree or equivalent qualification is from an institution where the language of teaching and assessment is not English, applicants shall provide evidence of English proficiency, such as:

  1. an overall band of 6.0 or above with no subtests lower than 5.5 in the IELTS; or
  2. a score of 550 or above in the paper-based TOEFL, or a score of 213 or above in the computer-based TOEFL, or a score of 80 or above in the internet-based TOEFL; or
  3. HKALE Use of English at Grade E or above; or
  4. HKDSE Examination English Language at Level 3 or above; or
  5. equivalent qualifications.

Applicants with other qualifications will be considered on individual merit.

Apply

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and applicant’s name. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of personal information and payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolment Centres and avoid making cheque payment under this circumstance.

  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to “HKU SPACE” to any of our enrolment centres.
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