Supporting Decision-Making for Corporate Growth with Strategy and Finance
UMI Strategy & Finance is an advisory firm specializing in decision-making
related to strategy and capital during key phases of corporate growth.
We provide comprehensive support from the concept stage through to execution,
covering growth strategy design, capital policy and fundraising, M&A, and business partnerships.
We go beyond advice to deliver hands-on support
with a strong focus on feasibility and tangible results.
Our Mission
UMI Strategy & Finance is a financial advisory firm supporting corporate decision-making centered on strategy and capital.
When companies enter growth phases or critical transition periods, multiple issues often arise simultaneously, such as redefining business strategies, revising capital policies, fundraising, M&A and business partnerships.
Rather than addressing these issues in isolation, we view them as an integrated whole, placing priority on organizing the possibilities into feasible options.
Leveraging the UMI Group’s network and our expertise in domestic and international markets and capital, we provide independent advice on topics that directly impact corporate value.
From refining strategic concepts through to execution, we remain fully engaged and accountable, connecting strategy and capital to deliver tangible results. This is the core mission of UMI Strategy & Finance.
Business Overview
UMI Strategy & Finance provides financial advisory services to companies during growth phases and critical transition periods, with a focus on strategy and finance.
- Strategic & Business Assessment Support
- We support the assessment of corporate growth strategies, new business initiatives, and business restructuring, assisting with the organization of key management issues, designing of options, and the assessment of business viability and execution feasibility.
Incorporating both operating company and investor perspectives, we design a strategic review process that supports informed decision-making. - Capital Policy & Fundraising Support
- We develop capital policies aligned with medium- to long-term business strategies and provide fundraising support, including both equity and debt financing.
Our services cover financial simulations, transaction structure design, and comprehensive support for communications with investors and financial institutions. - M&A and Business Partnerships Advisory
- In our financial advisory role in M&A and business partnerships, we provide support across all stages, including candidate identification, structuring of transaction terms, negotiation support, and closing.
Tailoring our support to each specific case, we remain engaged through to the execution phase and oversee the overall progress of the project.
Our Strengths
Expertise in Strategy and Finance
UMI Strategy & Finance provides advisory services specializing in strategy formulation and the finance domain.
Our support focuses on topics that directly relate to key corporate decision-making, including growth strategy, capital policy, fundraising, M&A and business partnerships.
Comprehensive Support through to Execution Phase
We go beyond assessment and analysis, engaging deeply after decision-making through to the execution phase.
A defining feature of our services is the provision of execution-focused support, including coordination among relevant stakeholders and oversight of project progress.
Support for Cross-border Projects
In projects involving domestic and international companies and investors, we provide hands-on support from strategy assessment and negotiation through to execution.
We also support cross-border initiatives, including the overseas expansion of Japanese companies and the entry of international companies into the Japanese market.
Our Services
Strategy & Business Advisory
We support the assessment of corporate growth strategies, new business initiatives, and business restructuring, assisting with the organization of key management issues and designing of options.
With consideration for market environment, business viability and feasibility, we organize and compare strategy proposals to support management decision-making.
Key Areas of Support
- Assessment of growth strategies and business strategies
- Evaluation of new business initiatives and investments
- Business restructuring and portfolio assessment
Capital Strategy & Fundraising
We provide assessment and execution support for capital policies and fundraising aligned with medium- to long-term business strategies.
Our services cover financial simulations, transaction structure design, and comprehensive support for communications with investors and financial institutions.
Key Areas of Support
- Capital policy and financial strategy planning
- Fundraising support through equity and debt financing
- Preparation of materials and support for discussions with investors and financial institutions
M&A and Strategic Partnership Advisory
In our financial advisory role in M&A and business partnerships, we provide support across all stages, from assessment to execution.
Through candidate identification, structuring of transaction terms, negotiation support, and closing, we engage on a hands-on basis in accordance with the specific characteristics of each case.
Key Areas of Support
- Support for M&A, capital partnerships, and business partnerships
- Support for cross-border projects
- Support for process management and the execution phase
Topics
2026.05.11
We have launched our official website
Team
Representative Director
Cho Heejoon
Cho spent twenty years at the forefront of the investment industry at an international securities firm, heading the Japanese equity sales division. In this role, he led the formulation and execution of sales strategies, team management, and development of client relationships.
He subsequently entered the startup industry as the Japanese Representative Director of Wanted Japan, followed by his tenure as Representative Director and President of NAPS Co., Ltd., where he engaged in cross-border management consulting between Japan and Korea, overseeing multiple successful business-to-business investments and business partnerships.
Cho also joined TGC Square Pte. Ltd., the corporate venture capital arm of the Korean conglomerate SK Group, as Chief Investment Officer, leading investments in the deep tech sector including semiconductors and battery technologies. He graduated from the School of Economics, Osaka University.
Senior Principal
Hiroaki Yamazaki
Yamazaki began his career as an IT infrastructure engineer, deepening his understanding of technical foundations through system development and maintenance work.
He later transitioned to the human resources industry, where he was responsible for career transition support for technical engineers at Recruit. He was awarded MVP in recognition for improving the quality of remote interviews in regional markets. Building on these experiences, he served as CSO at Wanted Japan, overseeing management strategy and business development. Yamazaki also executed overseas expansion support and fundraising support, primarily between Japan and Korea, at NAPS Co., Ltd. He subsequently joined TGC Square Pte. Ltd., the corporate venture capital arm of the Korean conglomerate SK Group, serving as an investment analyst in the deep tech sector, focusing on semiconductors and AI. He currently serves at UMI Strategy & Finance, where he provides strategic consulting in the same sector, as well as investment and fundraising support. He graduated from the School of Political Science and Economics, Meiji University.
Company Profile
- Company Name
- UMI Strategy ＆Finance Co., Ltd.
- Capital
- 10 million yen
- Main Shareholder
- Universal Materials Incubator Co., Ltd.
- Established
- November 26, 2025
- Address
- Konwa Bldg. 2F
1-12-22 Tsukiji, Chuo-ku
Tokyo 104-0045, Japan - Board of Directors
- Representative Director Cho Heejoon
Director Shosuke Kiba
Director Akira Watanabe - Banking Partner
- Sumitomo Mitsui Banking Corporation