Longitude Advisors LLC

Empowering ambitious enterprises with precision financial strategy.

We partner with boards, CFOs, and founders to architect resilient growth through strategic financial planning, M&A advisory, and risk management.

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Mission

Delivering strategic financial clarity for complex business decisions.

We develop integrated financial strategies that align capital, operations, and risk—providing our clients with conviction in volatile markets.

Strategic focus

Results-driven advisory for boards and executives.

Global reach

Cross-border expertise across Asia, EMEA, and Americas.

Financial strategy

Values

Principles that guide every engagement.

We operate with institutional rigor, embedding analytic depth and execution clarity so that strategic decisions deliver results.

Insight

Forward-looking analysis built from deep financial expertise.

Integrity

Straightforward counsel anchored in data and fiduciary duty.

Performance

Measurable impact delivered through disciplined execution.

Partnership

Long-term commitment to our clients' success and growth.

Leadership

Senior advisors with institutional experience.

CFAs, CPAs, and former Big Four professionals aligned on delivering exceptional client outcomes.

James Chen avatar

Managing Partner

James Chen

Corporate strategy & M&A

20+ years in investment banking and corporate finance advisory.

Sarah Liu avatar

Partner, M&A Advisory

Sarah Liu

Transaction services & due diligence

Former Big Four partner with 150+ completed transactions.

David Wang avatar

Partner, Risk & Compliance

David Wang

Enterprise risk management

15+ years building institutional-grade risk frameworks.

Michael Zhang avatar

Director, Financial Strategy

Michael Zhang

Financial planning & analysis

Former CFO with deep operational finance experience.

Jennifer Li avatar

Director, Capital Markets

Jennifer Li

IPO advisory & capital raising

Led 20+ IPO transactions across Asia and US markets.

Robert Huang avatar

Director, Valuation

Robert Huang

Business valuation & modeling

CFA charterholder specializing in complex valuations.

Track Record

Results that speak for themselves.

Trusted by enterprises across technology, manufacturing, and professional services for complex financial challenges.

240+

Clients served

$5B+

Advisory volume

150+

Transactions completed

15+

Markets covered

Compliance & Service Statement

Longitude Advisors LLC provides strategic financial advisory, valuation, and consulting services. We are an independent advisory firm and do not provide asset management, wealth management, or brokerage services. We do not accept, hold, or handle client funds or securities. All financial transactions advised upon are executed directly by clients or through their licensed financial institutions.

Credentials

Professional certifications & affiliations.

Our team holds leading professional certifications and maintains active industry affiliations.

CFA Institute Charter Holders

AICPA Certified CPAs

CFP Board Certified Planners

ACCA Members

Big Four Alumni Network

M&A Leadership Council

CFO Forum Members

IMA Certified Management Accountants

Get Started

Ready to elevate your financial strategy?

Engage our team for strategic planning, M&A advisory, and financial transformation.

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