He & Associates is led by Annie He, an independent advisor supporting entrepreneurs and management teams with strategy, M&A, and capital advisory.

Annie brings over a decade of investment banking experience from leading global institutions, including Bank of America, HSBC, and UBS, where she most recently served as an Executive Director covering the Industrial Technology sector. Her career spans both the U.S. and U.K. markets and includes advisory work across Industrials, Consumer, and Retail businesses.

Throughout her career, Annie has advised clients on complex mergers and acquisitions, strategic transactions, and tailored financial solutions to support long-term growth. She is known for combining rigorous financial analysis with practical, commercially grounded advice.

At He & Associates, Annie works closely with clients as a hands-on partner, providing senior-level attention on every engagement. Her independent structure allows her to deliver objective guidance, aligned solely with her clients’ interests.

She focuses on building long-term relationships and helping business leaders navigate critical moments with clarity, confidence, and discretion.

If you would like to discuss your objectives, please get in touch.