We Understand Vietnam
Confectionary
Confectionery industry is valued at over $1.5 billion, growing 5-8% annually, with rising exports to Asia and Europe. Our network enables access to established Vietnamese FMCG brands seeking capital, succession exits, or cross-border growth partners.
Residential Real Estate
Residential real estate market is booming, with urban housing demand rising 10%+ annually, driven by population growth and foreign investment. From branded residences to airport retail, we structure land access, co-investment models, and local approvals to support real estate developers entering Vietnam.
Commercial Real Estate
Office occupancy rates exceed 90% in prime locations, retail space demand grows 7-10% annually, and foreign investment continues to surge. We secure opportunities in prime retail and office assets, often through direct landowner connections or asset repositioning strategies.
Personal Healthcare
Driven by rising incomes and aging populations, personal healthcare spending is growing 8-12% annually, with strong demand for premium services. We advise foreign investors on private hospital acquisitions, JV setups, and operator-partner matching — navigating both licensing and local relationships.
Technology
Cybersecurity spending is projected to grow over 12% annually, while the SaaS market expands rapidly, driven by cloud adoption and digital transformation. We help financial and corporate investors enter Vietnam’s cloud, SaaS, and digital health sectors through minority deals and JV builds.
Energy
Renewable energy capacity is surging, with solar and wind power making up over 30% of new energy projects, alongside growing LNG investments. We support clean energy funds and developers with FiT1/FiT2 legacy projects, wind and hydro asset M&A, and local EPC or permitting partners.
Featured Deals
Someone is sitting in the shade today because someone planted a tree a long time ago.
Luu Trong An Ha (Harvey)
General Partner
Harvey, an alumnus of Harvard Business School, brings over fourteen years of expertise in business restructuring, investment strategy, and M&A across Southeast Asia, with a particular focus on Vietnam. His specialization includes corporate structuring, business intelligence, operations optimization, and government relations.
Within just 10 months, Harvey has successfully advised, facilitated and executed high-profile investment deals across multiple industries, including:
- Secured a landmark poultry agreement in Vietnam with a company valued 1 billion dollars from Thailand.
- Facilitated three complex, government-related transactions for a leading $600M Vietnamese enterprise, a dominant force in its industry and a household brand among the local.
- Structured two luxury real estate mall developments worth nearly $460M, where his exceptional execution led the investor to retain his firm full-time for all future deals in Vietnam.
- Became the first and exclusive Vietnamese partner for one of Thailand’s top three publicly listed financial institutions.
- Openned access to a strategic target company in Vietnam—previously inaccessible—for one of Japan’s largest food production corporations.
- Enabled a prominant listed Korean investor to secure strategic assets by negotiating directly with the local true owner, overcoming significant barriers often present in M&A deals.
These accomplishments are what set Harvey and the Lotus Investment Group apart from traditional M&A facilitators. Their exceptional hands-on approach and deep expertise in corporate transactions and government relations allow them to navigate complex deals with precision and efficiency, ensuring the most favorable outcomes for their clients.
Thea Quynh Cu
Senior Partner
Thea began her career at Rabobank, one of the world’s largest agricultural banks, where she gained institutional training across asset and liability management, regulatory reporting, and financial control. This foundation shaped her approach to disciplined investment and cross-border deal execution.
Her prior experience includes advisory roles at EY Vietnam and Tulla Group in Sydney, supporting venture and private equity investments across sectors.
At Lotus Venture, Thea brings over 12 years of experiences to spearheads deal origination and execution across Southern Vietnam, with a focus on FMCG, commercial properties, and energy. Known for her ability to align founders with capital and long-term growth strategies, she plays a pivotal role in turning early momentum into sustainable enterprise value. Thea also actively managing our cross-border portfolio of startups and real assets in Vietnam and Australia.
She holds a Bachelor’s in Finance and Economics from the University of Sydney, a Master’s in Professional Accounting from Kaplan Business School, and has passed CFA Level I.
Hieu Tran
Senior Partner
Hieu brings over a decade of financial services experience across Australia and Vietnam, with a background in investment advisory, asset finance, and commercial operations.
He began his career in Australia with Commonwealth Bank and AMP, where he navigated complex financial regulations while advising on multi-layered investment strategies and managing diverse client portfolios across asset classes.
After relocating to Vietnam, Hieu served in executive roles at ELECOM, a major player in the power grid industry.
At Lotus Venture, Hieu leads deal sourcing and execution in Northern Vietnam, focusing on hospitals, sports and entertainment projects including golf courses, residential realestate assets, and tech-driven sectors.
Hieu holds a Bachelor of Commerce (Accounting & Finance) from the University of New South Wales (UNSW) and a Master’s in Financial Planning from Griffith University.