Long-Term Capital for Hong Kong Services
MTX Partners
A long-term path for Hong Kong professional service founders to transition ownership, protect continuity, and keep the business growing.
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Long-Term Capital for Hong Kong Services
MTX Partners
為香港專業服務公司的創辦人，提供一條有序交接、長期持有、持續增長的路徑。
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Contents
Contents
Who We Are and What We Do03
Why Hong Kong Service Firms04
Succession Realities and Pain Points05
Why We Acquire These Companies06
How AI Improves Daily Work07
Long-Term Capital, Team and Process08-10
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Contents
目錄
我們是誰、要做甚麼03
為何聚焦香港服務公司04
家族傳承的現狀與痛點05
我們為何收購這類公司06
AI 如何提升日常工作07
長期資本、團隊與流程08-10
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About MTX
Who We Are and What We Do
MTX Partners provides long-term succession capital and operating support for Hong Kong professional service firms. We are not a short-term financial buyer looking to resell quickly. We aim to own, operate and grow alongside high-quality local service businesses.
Acquire and Transition
We invest in or acquire Hong Kong professional service firms with stable clients, strong reputations and experienced teams, giving founders a controlled and orderly transition path.
Preserve and Continue
We respect the brand, client relationships and team culture already built. A transaction is not just a change of shareholder; it should keep the business stable as the founder gradually steps back.
Upgrade and Grow
We improve efficiency and delivery quality through AI, process standardization, management systems and cross-border client development, helping the business remain competitive in its next chapter.
We are not looking for businesses that need to be fixed. We are looking for service firms built on years of founder-led trust, worth preserving for the long term and carefully scaling further.
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About MTX
我們是誰、要做甚麼
MTX Partners 面向香港專業服務行業，做的是長期接班資本和營運夥伴。我們不是買下公司後快速轉手的財務買家，而是希望與優質本地服務公司共同持有、共同經營、共同分享長期增長。
收購與承接
投資或收購具穩定客戶、良好口碑和成熟團隊的香港專業服務公司，為創辦人提供可控、有秩序的交接方案。
保留與延續
尊重原有品牌、客戶關係與團隊文化。交易不是簡單換一個股東，而是讓企業在創辦人逐步退場時仍能穩定運作。
升級與增長
以 AI、流程標準化、管理制度和跨區域客戶拓展，提高服務效率與交付質量，讓企業在下一代市場環境中保持競爭力。
我們尋找的不是「需要被修理」的公司，而是已經被創辦人用多年信任建立起來、值得長期守護並進一步放大的服務企業。
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Hong Kong Services
Why We Focus on Hong Kong Professional Services
Hong Kong company secretarial, accounting, tax filing, compliance, payroll and administrative support services have recurring demand and are built on trust. At the same time, the market remains led by independent small and mid-sized providers, creating meaningful room for modernization and consolidation.
Stable Demand
1.4M+
Registered companies in Hong Kong
Incorporation, annual filings, tax, compliance, bookkeeping and client due diligence are core services required for ongoing business operations. Client retention comes from accuracy, reliability and long-term trust.
Fragmented Supply
7,000+
TCSP license holders
The market includes many founder-managed small and mid-sized providers that rely on people, experience and relationships. They are often profitable and stable, but lack technology resources and succession plans.
Target AreasCompany secretarial, TCSP, accounting and bookkeeping, tax filing, payroll and HR administration, virtual office and adjacent corporate services.
Core AttributesRecurring revenue, client renewals, low capital intensity, and a reliance on professional processes and trust make these businesses well suited for long-term ownership and disciplined operations.
Upgrade PotentialAI can improve KYC, document handling, compliance calendars, reporting and client communication, raising efficiency without disrupting existing client relationships.
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Hong Kong Services
為何聚焦香港專業服務公司
香港公司秘書、會計、稅務申報、合規、薪酬與行政支援等服務，具有剛性需求、重複收入和高度信任屬性；同時市場仍以中小型獨立服務商為主，存在明顯的升級與整合空間。
公司成立、年審、報稅、合規、簿記和客戶盡職審查，都是企業持續經營所需的基礎服務。客戶黏性來自準確、可靠和長期信任。
市場中有大量由創辦人親自管理的中小型服務商，依賴人手、經驗和關係網絡。它們通常盈利穩定，但缺少技術資源和接班安排。
目標領域公司秘書、TCSP、會計與簿記、稅務申報、薪酬與人事行政、虛擬辦公室及相關企業服務。
核心特徵重複性收入、客戶續約、低資本開支、依賴專業流程與信任，適合長期持有與精細化營運。
升級空間AI 可改善 KYC、文件處理、合規日曆、報表產出和客戶溝通，提升效率而不破壞既有客戶關係。
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Succession Pain Points
Succession Realities and Pain Points
Many Hong Kong service firms have been built personally by founders over many years. The business may be healthy and the client base stable, but when the founder wants to reduce day-to-day involvement, the next generation may not be willing or suited to take over, putting business value at risk.
Issues Founders Face
- Client relationships, key judgment calls and team management are highly concentrated around the founder.
- Children or family members may not have the interest, professional background or time to take over.
- A full sale to a short-term buyer may put the brand, employees and client service at risk.
- The founder may want to step back while still retaining some participation in future growth.
The real question is often not whether the company can be sold, but to whom, under what structure, and whether the business will still feel like the one the founder built after the transaction.
The Window We See
Across Mainland China and Hong Kong, first-generation entrepreneurs are entering a peak succession period. Many businesses have stable cash flow and deep client trust, but struggle to move into the next stage because of missing successors, limited digital capabilities and rising compliance costs.
50M+
Private enterprises in China
3.5M+
Facing succession pressure
Hong Kong professional service firms often share a similar structure: strong founders and deep client relationships, but gaps in institutionalization, technology and long-term succession planning.
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Succession Pain Points
家族傳承的現狀與痛點
許多香港服務公司由創辦人多年親自建立。公司本身健康、客戶穩定，但當創辦人希望逐步減少投入，下一代未必願意或適合接手，企業價值便可能被迫打折。
創辦人面臨的問題
- 客戶關係、關鍵判斷和團隊管理高度集中在創辦人身上。
- 子女或家族成員未必有意願、專業背景或時間承接。
- 全盤出售給短期買家，擔心品牌、員工和客戶服務被犧牲。
- 想退下來，但又希望保留一部分未來增長的收益。
真正的痛點往往不是「能不能賣」，而是「賣給誰，如何賣，賣完之後公司是否仍然像自己一手建立的那家公司」。
我們看到的市場窗口
在中國內地及香港，第一代企業家進入傳承高峰期。很多企業有穩定現金流和深厚客戶信任，但因接班人缺位、數碼化落後和合規成本上升，難以自然進入下一階段。
香港專業服務公司也有相似結構：創辦人能力強、客戶關係深，但企業制度化、技術化和長期接班安排仍有缺口。
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Why We Acquire
Why We Acquire These Companies
We value the long-term cash flow, client trust and upgrade potential of Hong Kong professional service firms. We do not acquire them for a quick resale; we acquire them to help already-strong businesses move into a more stable next stage.
Step 1
Take Over Quality Firms
Identify service firms with stable clients, strong reputation, sustainable profitability and trustworthy teams.
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Step 2
Add Operating Support
Support process standardization, AI tooling, management reporting and team incentives.
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Step 3
Hold for Long-Term Growth
Grow profits and dividends over time through renewals, cross-service opportunities and efficiency gains.
What It Means for MTX
Build a professional services platform starting in Hong Kong and gradually expanding to major commercial cities in Asia. Each company preserves local trust, while each service module benefits from better technology and management capabilities.
What It Means for the Founder
Place the clients, brand and team built over many years into the hands of long-term succession capital, while retaining the option to keep a minority stake and continue sharing in future dividends and value creation.
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Why We Acquire
我們為何收購這類公司
我們看重的是香港專業服務公司的長期現金流、客戶信任和可持續升級空間。收購不是為了快速轉手，而是讓原本優質但受限於資源和傳承的公司，進入更穩定的下一階段。
Step 1
承接優質公司
尋找有穩定客戶、良好口碑、可持續盈利和可信賴團隊的服務公司。
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Step 2
導入營運能力
協助標準化流程、引入 AI 工具、改善管理報表和團隊激勵。
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Step 3
長期持有增長
通過客戶續約、交叉服務和效率提升，讓利潤和分紅長期複利增長。
對 MTX 的意義
建立一個以香港為起點、可逐步擴展至亞洲主要商業城市的專業服務平台。每家公司保留本地信任，每個服務模組共享更好的技術與管理能力。
對原實控人的意義
把多年建立的客戶、品牌和團隊交給願意長期持有的接班資本，同時可選擇保留少數股權，繼續分享未來擴張帶來的分紅和價值提升。
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AI Operating Upgrade
How AI Improves Professional Service Firms
Efficiency in professional service firms is often constrained by daily details: documents, data, reminders and review. AI helps make these high-frequency tasks faster and more consistent, so teams can spend more time on clients and judgment.
Client Onboarding and KYC
Identity documents, company registry data, UBO information, risk scoring and renewal reminders are first organized by the system, leaving the team to handle judgment-heavy items.
Invoice and Receipt Recognition
When clients submit invoices and receipts, the system identifies type, amount, date, supplier and likely account category, while flagging missing items or anomalies to reduce manual review and entry.
Bookkeeping, Coding and Reconciliation
Bank feeds, transaction coding, invoice filing and reconciliation are connected, allowing accountants to focus on review and exceptions.
Company Secretarial and Filings
Compliance calendars manage annual returns, director changes, share movements, resolutions and statutory documents, reducing reliance on memory for deadlines.
Client Collaboration and Follow-Up
Document collection, status updates, FAQs and reminders are brought into one workflow, reducing back-and-forth over WhatsApp and email.
The principle is simple: AI takes on repetitive work first; professional judgment, client trust and risk trade-offs remain with the existing team.
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AI Operating Upgrade
AI 如何提升專業服務公司
專業服務公司的效率，往往卡在文件、資料、提醒和覆核這些日常細節。AI 的作用，是先把這些高頻工作做穩、做快，再讓團隊把時間放回客戶和判斷。
客戶開戶與 KYC
身份文件、公司註冊資料、UBO、風險評分和續審提醒先由系統整理，人員再處理需要判斷的部分。
發票與票據識別
客戶交來發票後，先識別類型、金額、日期、供應商和可能科目，並提示缺漏或異常，減少逐張翻票和錄入。
簿記、分類與對賬
銀行流水、交易分類、發票歸檔和對賬流程連起來，讓會計人員把時間放在覆核和例外處理。
公司秘書與申報
用合規日曆管理周年申報、董事變更、股權變動、決議和法定文件，避免靠人腦記截止日期。
客戶協作與追件
把文件收集、進度更新、常見問題和提醒集中到一個流程裡，少靠 WhatsApp 和 email 來回追。
原則很簡單：AI 先接住重複工作；涉及專業判斷、客戶信任和風險取捨的地方，仍由原團隊把關。
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Long-Term Capital
How Long-Term Capital Is Different
MTX follows a buy-and-hold logic: returns come from years of stable operations and dividend growth, not short-term leverage, rapid cost cutting or a resale in a few years.
| Dimension | Typical Short-Term Capital | MTX Long-Term Capital |
|---|
| Holding Period | Often has a defined exit timeline and focuses on valuation uplift within a few years. | Built around long-term ownership, cash flow, dividends and business resilience. |
| Operating Approach | May move quickly to reorganize, cut costs or consolidate brands. | Preserves brand, team and client relationships while upgrading without damaging trust. |
| For the Founder | Often expects a one-time sale and quick handover. | Can structure staged exits, advisory periods, retained equity and participation in future dividends. |
| Value Creation | Often emphasizes financial engineering or short-term scaling. | Emphasizes AI tools, process systems, talent bench and cross-service capability. |
Retained Equity
Founders can sell control while retaining minority ownership, allowing them to benefit as the business becomes larger and more efficient.
Ongoing Dividends
If cash flow grows, retained equity can participate in future dividends rather than only a one-time cash-out.
Orderly Transition
Founders can transition at their own pace, reducing pressure while protecting client and team stability.
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Long-Term Capital
長期資本與一般資本的不同
MTX 的投資邏輯接近 buy and hold：我們依靠企業多年穩健經營和分紅增長獲得回報，而不是依靠短期槓桿、快速裁員或幾年後轉售。
| 比較維度 | 一般短期資本 | MTX 長期資本 |
|---|
| 持有週期 | 通常有明確退出壓力，關注幾年內估值提升。 | 以長期持有為核心，重視現金流、分紅和企業韌性。 |
| 經營方式 | 可能快速改組、削減成本、合併品牌。 | 保留品牌、團隊和客戶關係，在不破壞信任的前提下升級。 |
| 對創辦人 | 往往要求一次性出售和快速交接。 | 可設計分階段退出、顧問期、保留股份和未來分紅參與。 |
| 價值創造 | 偏重財務工程或短期規模化。 | 偏重 AI 工具、流程制度、人才梯隊和交叉服務能力。 |
保留股份
創辦人可在出售控制權後保留少數股權，讓未來企業變得更大、更有效率時仍可受益。
繼續分紅
若公司現金流增長，保留股權可參與後續分紅，而不只是一次性套現。
有序退場
創辦人可按個人節奏逐步交接，既降低壓力，也保障客戶與團隊穩定。
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Core Team
Core Team
This model requires people who understand family enterprises, transactions and finance, as well as people who can put AI tools into everyday workflows. MTX is built around these capabilities.
Clement Dai
CEO & Partner
Founding lead of IDEO China's family enterprise practice, advising family enterprise groups with over USD 100B in combined annual revenue.Former Special Assistant to the Principal of a century-old North American family office managing multi-billion-dollar assets; former IBM key account lead, delivering over USD 500M in commercial solutions.Harvard Business School MBA.
Michael
CFO & Partner
Former CFO of a Fortune 500 multinational, managing sales and operations teams representing over USD 1B.Led and completed over USD 10B in cumulative M&A transactions.
Dafeng Guo
Acting Chief AI Officer
Co-founder and CTO of Strikingly, one of the early Chinese-founded startup teams accepted into Y Combinator.Angel investor in 50+ AI and FinTech companies, including Corgi Insurance, OpenPipe and HashKey Group.B.Sc. in Computer Science, The Chinese University of Hong Kong; Forbes China 30 Under 30.
Andrew Chai
AI Advisor
PhD in Statistics, with data and AI experience across biotechnology, Alibaba, ByteDance and Hong Kong New World Group.Long-term contributor to enterprise digital and AI transformation, with a focus on practical AI agent development.
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Core Team
核心團隊
這套合作模式需要懂家族企業、懂交易、懂財務，也要有人真的能把 AI 工具落到日常流程裡。MTX 的核心團隊圍繞這幾件事搭建。
Clement Dai
CEO & 合夥人
IDEO 中國家族企業實踐創始負責人，曾服務年收入合計超過 1,000 億美元的家族企業集團。曾任管理數十億美元資產的北美百年家族辦公室 Principal 特別助理；曾任 IBM 關鍵客戶負責人，交付超過 5 億美元商業方案。Harvard Business School MBA。
Michael
CFO & 合夥人
曾任世界 500 強跨國公司 CFO，管理超過 10 億美元銷售及運營團隊。主導並完成累計超過 100 億美元併購交易。
Dafeng Guo
代理首席 AI 技術官
Strikingly 聯合創辦人兼 CTO；Strikingly 為早期入選 Y Combinator 的華人創業團隊之一。投資 50+ AI / FinTech 公司，包括 Corgi Insurance、OpenPipe 和 HashKey Group。香港中文大學計算機科學學士，Forbes China 30 Under 30。
Andrew Chai
AI 顧問
統計學博士，曾在生物科技、阿里巴巴、字節跳動及香港新世界集團累積數據與 AI 經驗。長期支持企業數碼化與 AI 轉型，專注 AI Agent 開發落地。
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Process
A Low-Pressure Conversation Process
We do not want the first conversation to become a yes-or-no sale discussion. A better process is to first understand whether there is mutual fit, then gradually discuss price, timing and transition arrangements.
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Initial ConversationUnderstand the founder's intentions, family context and business overview.
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02
NDA and Initial ReviewReview basic information and cooperation fit under confidentiality.
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03
Structure DesignDiscuss valuation, retained equity, transition period and role arrangements.
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04
Due Diligence and TransitionProceed to formal agreements and a stable transition only when both sides are comfortable.
Every step depends on mutual trust. If timing, price or pace does not feel right, either side can pause at any stage.
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Process
低壓力溝通流程
我們不希望第一次見面就把事情推到「買或不買」。更好的方式，是先確認彼此是否合適，再逐步討論價格、節奏和交接安排。
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NDA 與初審在保密前提下審閱基礎資料與合作可行性。
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03
方案設計討論估值、股權保留、過渡期與角色安排。
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04
盡調與交接雙方滿意後才進入正式協議和穩定過渡。
每一步都以雙方信任為前提。若時機、價格或節奏不合適，任何階段都可以暫停。
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MTX Partners
Taking a Founder's Life Work Into Its Next Long-Term Chapter
We acquire and hold Hong Kong professional service firms for the long term, preserving their brands, teams and client trust while supporting future growth with AI, operating capability and long-term capital.
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MTX Partners
讓創辦人的多年心血，進入下一個長期週期
我們收購並長期持有香港專業服務公司，保留其品牌、團隊和客戶信任，並以 AI、管理能力和長期資本支持未來增長。
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