为什么台湾制造并购看重客户和供应链？
台湾电子制造、自动化、零部件和工业设备企业可为中国买方提供客户关系、工程能力和供应链管理经验。但估值需要反映客户集中度和毛利压力。
买方应区分自有产品收入、代工收入、工程项目收入和低毛利贸易收入。
估值重点
估值应关注客户集中度、订单储备、设备状态、产能利用率、毛利率、供应链稳定性、库存和营运资金。
尽职调查重点
尽调应覆盖客户合同、设备、库存、供应商、质量体系、员工、环保、税务和关联交易。
Lyndon如何协助
Lyndon可协助中国买方、台湾制造企业和顾问准备估值、资料室、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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