MTX Partners

About MTX

Who We Are and What We Do

MTX Partners acquires control of established Hong Kong professional service firms and operates them for the long term. We are not a short-term financial buyer looking to resell quickly. We bring capital, management systems and operating support while giving founders a clear choice about how they continue in the next chapter.

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 change of control does not require the founder to leave the work, clients or team they still care about.

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, where MTX can take on the operating burden without taking away the founder's place in the story.

About MTX

我們是誰、要做甚麼

MTX Partners 取得成熟香港專業服務公司的控制權，並以長期方式持有和經營。我們不是買下公司後快速轉手的財務買家，而是帶來資本、管理制度和營運支援，讓創辦人可以清楚選擇自己在下一階段如何繼續參與。

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。控制權改變，不代表創辦人必須離開仍然珍惜的工作、客戶和團隊。

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；MTX 承擔營運負擔，但不抹去創辦人的位置。

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 Areas

Company secretarial, TCSP, accounting and bookkeeping, tax filing, payroll and HR administration, virtual office and adjacent corporate services.

Core Attributes

Recurring 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 Potential

AI can improve KYC, document handling, compliance calendars, reporting and client communication, raising efficiency without disrupting existing client relationships.

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。

需求端穩定

1.4M+

香港註冊公司

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。

供給端分散

7,000+

TCSP 持牌人

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。

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 the founder may no longer want to carry every operating responsibility alone. Control can change hands without requiring the founder to stop serving clients or contributing to growth.

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 keep the work they love while handing over the operating burden and control.

The real question is often not whether the company can be sold, but to whom, under what structure, and whether the founder can still recognize the business after control changes hands.

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.

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，但創辦人未必想再獨自承擔所有營運責任。控制權可以交接，而創辦人不必停止服務客戶或參與增長。

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。
想繼續做喜歡的工作，但希望交出營運負擔和控制權。

真正的痛點往往不是「能不能賣」，而是「賣給誰，如何賣，控制權改變之後，創辦人是否仍然認得這家公司」。

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。

50M+

中國民營企業

3.5M+

面臨傳承壓力

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。

Why We Acquire

Control Changes Hands. The Business Keeps Moving.

We acquire control because strong service firms deserve more than a short-term owner. MTX takes responsibility for capital, systems and operating execution, while the founder can continue the client, advisory or growth work that still matters to them.

Step 1 · Ownership

MTX Takes Control

Acquire majority ownership and actual control in firms with stable clients, strong reputation, sustainable profitability and trusted teams.

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Step 2 · Responsibility

MTX Adds Capacity

Take responsibility for capital, management systems, technology upgrades and operating execution.

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Step 3 · Participation

Founder Keeps Choosing

Continue a defined role, retain a minority stake, share in future growth or gradually reduce involvement.

Control changes hands; participation does not have to end. MTX takes majority ownership and actual control. The founder's role, decision rights and reporting relationship are agreed before closing and can evolve over time.

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

Transfer control to a long-term operator without being forced into immediate retirement. Depending on the agreed structure, the founder can retain a minority stake, continue a defined role and share in future dividends and value creation.

Why We Acquire

控制權交接，企業持續向前

我們取得控制權，是因為優質服務公司值得一個長期經營者。MTX 承擔資本、制度和營運執行，創辦人則可以繼續做仍然重視的客戶、專業或增長工作。

Step 1 · 股權

MTX 取得控制權

取得具穩定客戶、良好口碑、可持續盈利和可信賴團隊的企業多數股權和實際控制權。

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Step 2 · 責任

MTX 增加營運能力

承擔資本、管理制度、系統升級和日常營運執行的責任。

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Step 3 · 參與

創辦人繼續選擇

繼續擔任約定角色、保留少數股權、分享未來增長，或逐步減少參與。

控制權交接，參與不一定結束。 MTX 取得多數股權和實際控制權；創辦人的角色、決策權限和匯報關係會在交割前確定，並可隨時間演變。

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。

對創辦人的意義

把控制權交給長期經營者，但不被迫立即退休。按雙方協議，創辦人可以保留少數股權、繼續擔任特定角色，並分享未來分紅和價值創造。

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.

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。

Long-Term Capital

How Long-Term Capital Is Different

MTX follows a buy-and-hold logic: after taking control, we build value through 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.

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：取得控制權後，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。

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.

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.

Nicky Mcllarrum

Special Assistant

Participated in acquisitions of consumer brands including Clarks, Haglofs, and Inter Milan, as well as China market strategy execution.Worked across the full lifecycle of two venture capital funds, from setup to fundraising, investment, portfolio management, and exit.

Core Team