为什么香港金融科技交易牌照优先？
香港金融科技、财富科技和金融软件企业可能具备牌照、客户关系和跨境金融场景。中国买方通过收购可获得国际金融平台能力。
但任何金融服务交易都必须从牌照和合规记录开始。
估值重点
买方应关注客户资产、收入留存、牌照范围、合规记录、客户集中、信息安全、产品能力、团队和监管沟通记录。
如果收入依赖少数渠道或不可持续佣金，估值应更谨慎。
尽职调查重点
尽调应覆盖牌照、监管函件、反洗钱、客户资金或资产安排、数据安全、客户合同、投诉、员工、税务和控制权变更要求。
Lyndon如何协助
Lyndon可协助中国买方、香港金融科技企业和顾问准备估值、资料室、监管风险清单和交易执行。
About the Author
Daniel Bae
Co-founder & CEO, Lyndon Advisory
Daniel is an investment banker with 15+ years of experience in M&A, having advised on deals worth over US$30 billion. His career spans Citi, Moelis, Nomura, and ANZ across London, Hong Kong, and Sydney. He holds a combined Commerce/Law degree from the University of New South Wales. Daniel founded Lyndon Advisory to solve the pain points in M&A, enabling bankers to focus on what matters most — delivering trusted advice to clients.
About Lyndon Advisory
Lyndon Advisory is an M&A advisory firm built for Asia Pacific. We help business owners sell their companies and investors make strategic acquisitions with senior-led execution, disciplined process management, and AI-supported buyer intelligence.
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