为什么瑞士软件与金融科技并购看重客户信任？
瑞士SaaS、财富科技、支付和合规技术企业可为中国买方提供欧洲金融客户和产品能力。但此类企业高度依赖监管合规、数据处理和客户信任。
买方应区分订阅收入、交易收入、实施收入和监管驱动服务收入。
估值重点
估值应关注ARR、客户留存、客户集中度、牌照或监管状态、数据合规、产品毛利率、云成本和团队稳定性。
尽职调查重点
尽调应覆盖客户合同、监管义务、数据处理协议、IP归属、代码质量、云基础设施和核心人员留任。
Lyndon如何协助
Lyndon可协助中国买方、瑞士软件与金融科技企业和顾问准备估值、资料室、监管清单和交易执行。
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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