www.acquisition-international.com • October 2024 Gloria Hermsdorf Rechtsanwaltsgesellschaft mbH: Proudly at the Forefront of International Business Law
No information contained on or in this website constitutes investment advice or an offer to invest or to provide management services and is subject to correction, completion and amendment without notice. Neither AI nor any of its associated entities are authorised to give financial advice of any nature nor are they regulated by the Financial Services Authority. Prior to making any investment, AI recommends that any prospective investor should consult with its own investment, accounting, legal and tax advisers to evaluate independently the risks, consequences and suitability of that investment. AI Global Media, Ltd. (AI) takes reasonable measures to ensure the quality of the information on this web site. However, AI will not assume any legal liability or responsibility for the accuracy, correctness or completeness of any information that is available through this web site. If errors are brought to our attention, we will try to correct them. The information available through the website and our partner publications is for your general information and use and is not intended to address any particular finance or investment requirements. In particular, the information does not constitute any form of advice or recommendation by us or any of our partner publications and is not intended to be relied upon by users in making or refraining from making any investment or financial decisions. Appropriate independent advice should be obtained before making any such decision. Any arrangement made between you and any third party named in the site is at your sole risk and responsibility. Editor’s Letter Welcome to the October edition of Acquisition International magazine, bringing you the latest news, features, and success stories from businesses all over the world. Autumn is well and truly upon us, and with this new season and quarter comes the perfect time to reflect on the year so far – what is going well, what is not going so well, and how things could be going better. And there is still plenty to be looking forward to this year, as businesses continue to take on exciting projects and thrive within their respective industries. As always, we are delighted to be celebrating success across the globe, and we share with you the stories of our award-winning businesses who hail from specialist sectors such as employee engagement solutions, investment management, restructuring and data debt, US expat tax, international business law, independent nursing and care, and many more. Each company, team, and individual are dedicated to driving change, exceeding expectations, and excelling across the expansive corporate landscape. We hope you enjoy reading this issue and wish you a prosperous month ahead. We look forward to welcoming you back again soon for our November issue. Rebecca Scotland, Editor
Contents 4 News 6 Protostar Surveys and Development: Measuring and Acting on Employee Engagement 7 CFAL: Helping You Meet Your Financial Goals 8 Goldman Lampe Private Bank: Best Full- Service Private Bank 2024 9 Ludwig & Co. GmbH: The Client- Centric Company Tackling Corporate Finance 11 Honest and Young Pty Ltd: Business Advisory Firm of the Year 2024 – Victoria 12 MyExpatTaxes: Best USA Expat Tax Software Company 2024 13 Capital For Market: Best Business Loans Brokerage 2024 – Canada 14 Dilg, Haeusler, Schindelmann: Leading International Patent Infringement Attorney of the Year 2024 – Germany 15 Shajani CPA: Shajani CPA: Building Businesses and Empowering Enterprises 16 TCW: More Than Just a Software Company 17 Angela Hamlin Health Care Professionals: Care That Comes From Within 18 Gloria Hermsdorf Rechtsanwaltsgesellschaft: Proudly at the Forefront of International Business Law 20 Retailatam Business Solutions: Retailatam: Revolutionising the Retail Industry 21 Woodsafe Timber Protection AB: Safer Wood, Safer Living 22 Wealth DynamX: Best Emerging Financial Firm 2024 - Midwest USA & Most Purpose Driven Financial Organization 2024 - Midwest USA 23 Mera Pharma GmbH: CFO of the Year 2024 (Switzerland): Jaroslaw Krupa 10 6 19
NEWS Joblogic® acquires long-term competitor Clik Software The deal boosts Joblogic’s subscriber base by 50% instantly, propelling the company into the leading position in the UK field service management software market. Effective immediately, field service management software provider Joblogic has announced that it has acquired Clik Software, one of leading competitors in the sector. The deal, for an undisclosed sum, propels Joblogic into the UK number one position in the field service management software sector. The transaction includes the absorption of Clik’s client base of over 30,000 users, all related assets and intellectual property, as well as Clik’s 40 employees. Field service software helps contractors save time, increase productivity, and achieve rapid growth by centralising service operations in one piece of software. It ensures seamless communication between back offices, field engineers, and customers, leading to transparency and overall efficiency. The acquisition is the second major transaction following Joblogic’s cashfor-shares injection by Axiom Equity and acquisition of Protean Software in 2023, and forms part of Joblogic’s ambitious UK and international expansion strategy. The acquisition is being funded by internal cash flow and a line of credit from funding partners CIBC (Canadian Imperial Bank of Commerce). Following the deal, Clik’s customers will remain fully supported by Joblogic and the teams have already began collaborating and accelerating the cloud launch of Clik’s market-leading electronic certification software. Commenting on the rationale of the deal Joblogic’s CEO James Whatmore said: “The acquisition of Clik is a strategic step that aligns perfectly with our plans to expand in the UK FSM market. We pursued this deal for a number of reasons, including our aim to grow the team by attracting top talent and our deep respect for Clik’s accomplishments. Their team is experienced, shares our values, and aligns well with our company culture. Clik’s customer-first approach mirrors our own, and their client base is similar to ours, giving us confidence in a seamless integration. We’re already working on the cloud launch of Clik’s electronic certification software, and are excited to provide their customers with innovations and new functionality to their current products. We’re delighted that acquiring Clik has positioned us as the largest provider of field service management solutions in the UK.” “I’m extremely excited about the merge, as it allows Clik to become part of the largest FSM software solution provider in the UK, bringing innovative cloud software to our customers, whilst also adding more development resources to our existing products. We share common values and together we hold decades of expertise in the FSM and Certification software market place, giving us collectively a very strong portfolio of both products and services to offer existing and future clients . Equally importantly, the merger offers wider opportunities for career progression for the staff at Clik“ commented Paul Snowden, Clik’s Founder and Managing Director. Joblogic is backed by Axiom Equity, the UK B2B SaaS investor, with CIBC’s continued partnership. The deal was advised by Higgs LLP.
NEWS a data-driven approach, one that provides granular, property-level insights to inform smarter, more resilient decisions.” Creating a more resilient future for the property market Symvan Capital, established in 2013, focuses on companies offering business-to-business (B2B) software-as-a-service (SaaS) solutions to enterprises. Its investment strategy aligns with government-backed schemes like the Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS), providing tax benefits to investors. Investment Manager Allen Xu said: “We are excited to support PropEco in its mission to positively impact how the property sector approaches climate risk. At Symvan Capital, we recognise the importance of integrating advanced analytics into decisionmaking processes, with accelerating climate change creating clear examples of where this need is pressing. “PropEco’s innovative platform not only addresses a number of critical data challenges in a rapidly evolving market, it also helps shape a more resilient and sustainable future for the property market. This aligns with our commitment to back pioneering founders like Chris who are passionate about solving a current problem with his vision, knowledge and grit.” Anne Henderson, Interim Head of Investment at the University of Strathclyde, said: “As a socially progressive, values-driven organisation, the University of Strathclyde is proud to support PropEco through our Strathclyde Inspire Entrepreneurs Fund, alongside our investment partner. Strathclyde is committed to supporting entrepreneurs and innovative companies who make a positive difference.” About PropEco Established in 2021, PropEco is a Glasgow-based technology company dedicated to futureproofing the built environment. It provides advanced data and analytical tools that enable property professionals, lenders and insurers to better manage the impacts of rapidly evolving social and environmental trends – including climate change – on property and places. By democratising access to climate risk data, PropEco empowers stakeholders to make more informed decisions and support the transition to a resilient and sustainable future. For more information visit https:// www.propeco.io. For more information about Symvan go to www.symvancapital.com PropEco secures seed funding for groundbreaking tech to future-proof property, insurance and mortgage lending Glasgow-based tech company PropEco, which provides an innovative technology platform that can assess the long-term value and viability of property, has secured seed funding of £275,000. The capital injection will be used to accelerate PropEco’s mission to empower property professionals, lenders and insurers with advanced data and analytical tools to better manage the impacts of rapidly evolving social and environmental trends – including climate change – on properties. By expanding its team and accelerating product development, the company aims to establish a strong foundation for international expansion over the next 12 months. Lead investor in the funding round is Symvan Capital, a Londonbased venture capital firm renowned for its support of early-stage, high-growth technology companies. The University of Strathclyde’s Inspire Entrepreneurs Fund also participated. An innovative platform delivering multiple benefits PropEco focuses on three main factors – transition climate change risks, physical climate change risks and impacts on wellbeing – to provide a comprehensive and holistic understanding of the longterm value and viability of properties and locations. The company’s AI-powered platform constantly analyses data from thousands of sources, many of which are proprietary, to provide granular assessments of factors such as evolving flood risk, air quality and green retrofit potential. This powers multiple products and services including an API, a portfolio assessment service, browser-based risk assessment tools and property reports. By providing unique insights in an accessible and cost-effective manner, PropEco delivers multiple benefits to clients including time and cost savings, better risk management, enhanced regulatory compliance and improved customer retention. Well-positioned to capitalise on growing market demand Founder and CEO Chris Hardman, a serial entrepreneur with a background in developing innovative cleantech products, said: “Symvan Capital and the University of Strathclyde’s decision to invest in PropEco underscores the growing importance of integrating environmental and social factors into financial and property decisions. “With increasing awareness of the risks that trends such as climate change pose to the built environment, PropEco is well-positioned to capitalise on growing market demand and establish itself as a leader in the emerging field of climate-conscious property technology.” He added: “Established methods of assessing risk in both commercial and residential property are not equipped to handle the complexities of rapidly changing environmental and social conditions. We’re talking about systemic issues that demand
6 | Acquisition International, Issue 10 2024 Measuring and Acting on Employee Engagement Three-time AI Leading Adviser award winner, Protostar’s approach to helping organisations fully understand the employee experience and the levels of engagement within their workforce continues to impress and garner excellent testimonials. With the latest accolade to add to its trophy shelf being Leading Employee Engagement Solutions Firm of the Year 2024 – UK, we take a closer look at the company. Company: Protostar Surveys and Development Contact: Michael Coates Email: [email protected] Website: https://www.protostar-uk.com/employee-surveys LinkedIn: https://www.linkedin.com/company/protostar-surveys-development Telephone: +44 (0) 191 3855455 Since 2007, Protostar has been helping organisations of all sizes to gather employee feedback and act upon the findings. In a competitive market, Protostar has capitalised on providing a far more personalised approach, taking time to understand its client’s culture and, in particular, how to save them time. Even a fully outsourced employee survey still requires extensive internal consultation, preroll-out communication, action planning, and communication of the findings to various stakeholders. Protostar has combined expertise in survey design and statistical analysis with global communication skills. Protostar’s Managing Director, Michael Coates creates personalised videos that the client’s employees can view before the survey launch. By running A&B surveys, with and without these videos, response rates are typically 35% higher when participants have seen one of Protostar’s videos. Why is there such an increase? Michael believes that “Nowadays, many people prefer to be communicated to by video and they make their mind up about whether to trust a service or company from seeing and listening to such videos, so they can make an amazing difference to both response rates and the number of comments people leave”. Protostar then works with the client to determine who they will need to communicate the survey findings to and creates bespoke infographics, slide decks, videos, and data packs, all tailored to the audience, thus saving clients days of effort. With an interactive dashboard now in its third update, clients can easily view, compare, and drill down into survey data. Protostar finishes off the process by facilitating the action planning process to ensure meaningful changes occur that enhance the employee experience. Once again, we were very impressed by Protostar’s testimonials. While it is growing fast, Protostar still maintains the personal touch that clients seem to love.
Issue 10 2024, Acquisition International | 7 Helping You Meet Your Financial Goals edicated to being the Bahamas’ preferred financial services company, CFAL is an award-winning firm whose affinity for uplifting its local community underpins its overarching investment management solutions. With more than $2.4 billion AUM, the collective takes immense pride in being recognised as one of the most innovative entities of its nature. Whether it’s helping young people shape their financial future through its dedicated education programmes, or granting elderly clients peace of mind that their pensions are in the best possible hands, CFAL delights in honouring the trust its customers places in it. Only made possible through the company’s commitment to its own people, CFAL delivers a suite of financial services that have been specifically designed to meet even the most nuanced of client needs. Carried out by seasoned and knowledgeable professionals who are irrefutable specialists in tailoring portfolios to each person, these investment management services promise to strike an ideal balance between fixed income and equity securities. In doing so, CFAL is able to go into immense detail, ensuring that each customers’ risk and return objectives are adhered to. Partnered with its comprehensive suite of wealth services – priced more effectively than any of its competitors – CFAL embodies what it means to truly understand its craft. However, if we were to turn our attention to the true life behind CFAL, we’d be hard pressed to find a better example than that of its exceptional team. Comprised of individuals who are granted rewarding opportunities for further development, CFAL is a prime example of a unique corporate culture that manages to uphold the identity of each person under its umbrella. Driven by the desire to continuously emphasise teamwork and togetherness, the firm has cultivated an environment that naturally leads to outstanding levels of productivity and creativity. As such, the everyday people of the Bahamas benefit from having access to comprehensive financial services while the wider collective celebrates each person involved in its growth. Whether its management staff are regularly giving their time, advice, and funds to specific community affairs, or the team is actively engaging in its role as a sponsor and participant in civic organisations, CFAL is an award-winning firm that is defined by its selfless nature. Since 1997, the company has outlined its dedication to being a good citizen, and it has gone the extra mile to interact with charities in need of a little additional support. It’s this nature that sets CFAL apart from others within its industry – it recognises that its community is the reason it can progress, and is determined to give back wherever it can. As such, Acquisition International is pleased to present CFAL with the title of Investment Management & Advisory Firm of the Year 2024 – Bahamas. Where many collectives may be satisfied with internal growth and progress, CFAL concerns itself with far more. Honouring individuality, supporting charitable efforts, and contributing to the community are qualities upon which CFAL greatly prides itself, allowing it to keep delivering thoughtful services that are designed to have a meaningful impact. We look forward to seeing what the remainder of 2024 has in store for CFAL, and how its efforts will continue to benefit the wider Bahaman community. Contact: Sophia Thurston. Company: CFAL Web Address: https://www.cfal.com/ Managing one’s investments effectively has recently become the largest contributor toward securing one’s future. However, doing so is no straightforward task, and often times demands a level of understanding that, while difficult to decipher for the everyday person, becomes malleable in the hands of experts who are committed to their clients’ financial wellbeing. One such expert is CFAL – the Bahamas’ most trusted financial services company to date. Recognised by Acquisition International as the Investment Management & Advisory Firm of the Year 2024 – Bahamas, CFAL promises to provide superior value to its customers and shareholders through its impactful monetary strategies and solutions. D Sophia Thurston, Vice President of Pension Administration and Operations James Smith, Chairman Pamela Ferguson, Vice President of Investments
8 | Acquisition International, Issue 10 2024 Best Full-Service Private Bank 2024 stablished in 1934, Goldman Lampe has been delivering excellence to a discerning clientele base for 90 years. The company is committed to providing personalised, tailor-made solutions to its clients, a dedication that has driven Goldman Lampe to great heights. With client-centricity at the forefront of its operations, Goldman Lampe is driven by a team of highly experienced, knowledgeable professionals who strive to achieve success for their clients. The team works closely with each client to gain an understanding of their unique needs and objectives before developing a customised financial plan. Renowned for its excellency, Goldman Lampe has been the recipient of numerous prestigious awards. In 2022, the company was named the Most Innovative HNWI Banking Services in the Business Excellence Awards 2022, held by Acquisition International. In 2023, Goldman Lampe was awarded the title of the Best Global Wealth Management Solutions Provider in the UAE Business Awards 2023 held by MEA Markets. In the same year, it was recognised as the Best Private Bank in the Global Business Awards 2023 by Corporate Vision. Such awards are a testament to the exceptional reputation Goldman Lampe has built over nine decades. In addition to delivering tailor-made solutions, Goldman Lampe also offers clients a wide array of financial products, including private banking for personal and business accounts, financing and escrow services, and wealth management. Leveraging the expertise of its toptier team and its ability to personalise its offerings, the company caters to the evolving needs of individuals, businesses, and institutions. Goldman Lampe delivers unparalleled personal banking services, offering innovative internet banking services and exclusive card offerings. Clients are encouraged to elevate their banking experience with the company’s distinguished card offerings of MasterCard World Elite debit and, by invitation, American Express Centurion. Goldman Lampe also allows its clients the opportunity to diversify their financial portfolio through its user-friendly and secure internet banking services, an innovative platform that effortlessly enables numerous types of transactions. Clients of the bank can empower their enterprise through Goldman Lampe’s Elite Business Accounts. Such accounts are designed to deliver bespoke financial solutions that are tailored the unique needs of each client’s business. Goldman Lampe offers cash management services, multicurrency accounts, customised lending solutions, cryptocurrency wallets and exchanges, exclusive networking opportunities, and a dedicated relationship manager. Through this specialist service, clients can enhance their business to achieve certain success. The company understands that time is of the utmost importance when running a business and ensures that its offerings perfectly meet the needs of a developing business. Goldman Lampe does not discriminate against any profession, nor limit its services to a specific type of business, instead opting to craft solutions for all types of companies. Its ability to tailor-make solutions is incredibly advantageous in this respect, as it lends a degree of flexibility to the company that is not present in market competitors. Goldman Lampe also provides a comprehensive financing and escrow service, catering to the intricate financial needs of its clientele. The company offers real estate financing, from acquisition and development loans to refinancing existing properties. It additionally offers loans secured by an array of assets including real estate, securities, and other high-value collateral. Its reputable escrow services provide unmatched levels of security and efficiency, holding and disbursing funds as a trusted third-party. Under Goldman Lampe’s expert eye, transactions are seamless and secure. The company’s wealth management services provide clients with exclusive access to a range of unique investment prospects and opportunities designed to drive their wealth and financial success. Goldman Lampe offers its clients the ability to participate in direct investments, co-investments, and private equity funds that will allow them to diversify their portfolio and capitalise on the potential for substantial returns. The portfolio management services include asset allocation, risk management, and performance monitoring. Upon taking on a client, Goldman Lampe will continually review and adjust the portfolio to adapt to the changing market conditions and the client’s evolving financial objectives. Clients are offered a myriad of investment options, such as equities, fixed income, commodities, and alternative investments. This selection ensures a well-balanced, high-performing portfolio. The expert team of financial advisors develop tailored investment strategies that meet the goals, risk appetite, and time horizon of each client. When investing with Goldman Lampe, clients will receive high quality wealth management services, including customised strategies, portfolio management, estate planning, wealth transfer, tax planning, and tax optimisation. Goldman Lampe takes a client-centric approach to its operations, displaying an unwavering commitment to client satisfaction. In taking the time to understand each client’s individual needs and objectives, the company is able to deliver a highly tailored solution that drives success. This approach not only provides clients with a service that perfectly caters to their specific requirements, but also ensures that the client feels heard, valued, and appreciated by Goldman Lampe. This is crucial in building long-term, trusting relationships with clientele that ensures return business and company loyalty. In order to maintain its position as an industry frontrunner, Goldman Lampe must continually assess its offerings in alignment with the current state of the market. Noting the increasing rate of financial fraud, spurred by a highly digital banking landscape, Goldman Lampe has developed AIDA – Advanced Investment and Detection Algorithms - an innovative artificial intelligence system designed to detect and prevent fraudulent activity. The tool utilises advanced machine learning algorithms to analyse transaction patterns, flagging anomalies that could indicate fraudulence with remarkable accuracy. In addition to detecting fraudulent transactions, AIDA has also been developed to enhance the devising of investment strategies. The tool uses big data analytics to offer deep insights into market trends, The banking sector is a highly competitive landscape, constantly evolving to meet the ever-changing regulations and consumer demands. Goldman Lampe Private Bank is an admired institution widely acclaimed for its outstanding performance within the financial industry. Following Goldman Lampe’s recognition in the Worldwide Finance Awards 2024, we take a closer look at its stellar services. E
Best Full-Service Private Bank 2024 consumer behaviours, and economic indicators. This allows Goldman Lampe to offer an even higher customisation of investment advice that has been tailored to the clientele with AIDA’s data in mind. This further reinforces Goldman Lampe’s steadfast dedication to achieving the most elevated level of customer satisfaction possible through its specialised services. Of course, such a prestigious company within the financial sector has amassed a number of positive reviews from happy clients. The comments testify to the company’s professionalism, commitment, and excellence, displaying just why Goldman Lampe has been recognised as the Best Full-Service Private Bank 2024. “My banker for years has been Goldman Lampe, and they have never let me down,” reviews Danny F. “I wholeheartedly concur with their goal statement, since they have always assisted me in maintaining a close-knit, safe, and private environment for my financial affairs.” “Goldman Lampe is a private bank that has been working with my family for generations,” reports Marie-Hortence B. “Although we are not able to see our account balances, the relationship feels safe, and I am always happy when I’m banking with them.” “The bank has been a lifesaver for me,” says Antonio. “They take care of me like family, and their special services have made such a huge difference in my life. I am so grateful to have found them – they are the best bank ever.” “Goldman Lampe’s special services have saved me so much time and stress,” writes Raymond A. “They are always there when I need them, and they give me great advice. I feel like I have a true partner on my financial journey.” Contact: Filipp Fedorov Company: Goldman Lampe Private Bank Web Address: https://goldmanlampe.com/
10 | Acquisition International, Issue 10 2024 Sep24217 The ClientCentric Company Tackling Corporate Finance ounded in 2012, Ludwig & Co. is a dynamic corporate advisory firm that acts as an entirely independent advisor. The company offers an array of services to a discerning clientele base, including mergers and acquisitions, debt advisory and financial restructuring, the sourcing and structuring of equity and debt investments, and advice in capital market issues and IPO readiness. The company is driven by a team of corporate finance and private equity specialists boasting an excellent track record of successful transactions. Having established itself as a reputable market leader, Ludwig & Co. has access to numerous corporations, banks, financial sponsors, and family offices across the globe. Ludwig & Co. has offered its services to a wide range of clientele, though Dr. Ludwig believes that one of the company’s most standout cases occurred during the COVID-19 pandemic. Ludwig & Co. advised the Wirtschaftsstabilisierungsfonds, Germany’s Economic Stabilisation Fund, and BayernFonds, the Corona Investment Fund of the State of Bavaria, on their rescue and support investments during the pandemic. The company was one of the few boutique investment banks to be selected as advisor, and in BayernFonds, the only. This has only further solidified Ludwig & Co. as an industry frontrunner, renowned for its unique service offerings. “What makes us unique is that we are not focused on potential fees and quick profits – we are driven by the best and most sustainable solutions for our clients,” Dr. Ludwig tells us. “As corporate finance generalists, we have neither a favourite transaction size nor type, since the motivated members of our team have structured and executed transactions in almost every industry sector on a global scale.” Meanwhile, Hendrik is responsible for the company’s debt advisory and financial restructuring service, taking the lead on dealing with businesses that are in financial distress, as well as with liquidity or balance sheet issues. “Our debt advisory services range from strategic analysis of optimum capital structures and available sources of finance through to the provision of highly experienced execution resource,” he explains. “[And] our restructuring advisory work is targeted at achieving successful in-/out-of court debt restructurings (company advisory) and/or an optimal recovery (creditor advisory).” Ludwig & Co. operates with a set of core values that define, drive, and motivate the team. These values include a client focus, loyalty and integrity, long-term customer relationships, outstanding performance, and teamwork. The company emphasises the importance of maintaining a clientcentric focus, delivering excellent customer service that meets the highest standards. Through this, the team hopes to build relationships on the basis of quality and confidence. As an independent firm, Ludwig & Co. builds long-term relationships by taking on the perspective and interests of the client as its own. To maintain this focus, Ludwig & Co. makes a point of developing its team and promoting the sharing of knowledge and expertise. This ensures that clients are benefiting from the company’s entire professional network whilst the team receives ongoing development that enables them to progress within their roles. A well-equipped team is one that delivers an outstanding performance. “We provide valuable ideas, sound and reliable advice, as well as thorough evaluations,” says Dr. Ludwig, “In doing so, we set the highest standards for ourselves and strive for continuous improvement. As a partner-led firm, we consider the loyalty towards our customers as the highest value. We are not subject to any conflicts of interest and never recommend anything that we would not do ourselves.” For over a decade, Ludwig & Co. has delivered high quality financial solutions with a heavy emphasis on client-centricity. Through prioritising the client experience across its operations, the team has built solid relationships steeped in longevity and reliability. Ludwig & Co. has demonstrated a steadfast dedication to the quality of its services and will not settle for anything less. Being an independent advisor, Ludwig & Co. is able to focus entirely on optimising its clients’ processes and results. This structure is exactly what has enabled the company to establish a stellar reputation for delivering exceptional results. For its remarkable work within the finance sector, and dedication to client satisfaction, Ludwig & Co. has been recognised as the Leading Restructuring and Debt Advisory of the Year 2024 – Germany. Contact: Thomas Ludwig Company: Ludwig & Co. GmbH Web Address: https://ludwig.co/ Ludwig & Co. is an independent advisory company located in Frankfurt am Main dedicated to offering the best, most sustainable solutions to its clientele. The client-centric company has built its success on delivering the highest quality advice, excellent execution, and providing complete independence. As the company is named in the 2024 Leading Adviser Awards, we speak with Founder and Managing Director Dr. Thomas Ludwig and his business partner and fellow Managing Director Hendrik Becker. F
Issue 10 2024, Acquisition International | 11 Under Director and Principal Pritpal Singh Sabharwal and Managing Partner Siddharth Sharma, the team brings together decades of combined experience in providing tax advice in Australia and internationally and valuable business advice. Its impressive skillset encompasses corporate restructuring, business growth, compliance advice, and other crucial advice for business owners in Melbourne and beyond. Pritpal drives the best performance in Honest & Young’s team by fostering inclusivity, empowering his leaders, and maintaining the focus on long-term successful relationships. Matching businesses with the right skillset and personality means that Honest & Young can grow with its clients and achieve its goals in line with theirs, cultivating a more profitable and responsible business landscape across Australia. The company is a paragon of excellence within the accountancy, tax advice, and business advisory space. Its boutique accountancy services are tailored to individuals and small businesses alike, providing a newfound sense of direction to existing companies and starting those new to the market off on the right foot. For business advice in Australia, look no further than Honest & Young. Contact: Sid Sharma Company: Honest and Young Pty Ltd Web Address: www.honestandyoung.com.au Business Advisory Firm of the Year 2024 – Victoria Honest & Young’s services are a small business’s ticket to a smooth financial journey. From sole proprietors to trusts and small businesses, its broad client base enjoys the dual benefits of expert tax advice and straightforward business assistance. Among its many services, the team establishes accounting systems for new businesses and provides financial statement preparation, bookkeeping, and payroll services. At its business advisory end, Honest & Young is equipped to offer a full suite of business and compliance advice and prepare BAS reports, keeping clients on the right side of financial regulations. At the heart of the company’s mission is each and every client. The team emphasises bespoke service, affordability, and long-lasting relationships. However, The Honest & Young promise isn’t solely outstanding service, and in all the company does, it lives by its values. The team provides clients with positive outcomes beyond the financial and beyond the metrics of business success, also focusing on reputational, environmental, and social wellbeing. For ethical, honest advice with a focus on the greater good, Honest & Young heads the list of accountants in Melbourne. “Our vision is to help every Australian small business in meeting their compliance and achieving growth. We provide services of high calibre with transparency and accuracy. It is our goal to have a well-established and sustainable organisation that puts the customer above everyone. ” Clients spanning a wide range of businesses attest to the high standards of communication, expertise, and individualised service which underscore every client’s relationship with Honest & Young. Previous customers call the service “prompt,” “professional,” and “knowledgeable.” One particularly satisfied client shares, “Honest & Young is a great firm to work with for a small business owner. They were proactive in their response and helped me choose the right business structure and managing ATO compliance.” They round off their review by praising the level of customer service. “If I have any query, I just pick up the phone and there is someone in the team to help me out. They are the backbone of my business.” When seeking an accountant or business advice, it is important to know that clients are in trustworthy, experienced hands. Honest & Young provides the epitome of trustworthy service. Its focus is on simplicity, transparency, and providing solutions at a reasonable price point. For boutique accountancy and business advice solutions in Melbourne, it has earnt its place as a leading presence with diligence and expertise. Honest and Young Pty Ltd
12 | Acquisition International, Issue 10 2024 Best USA Expat Tax Software Company 2024 Filing taxes is sometimes a frustrating and mystifying experience. For expats, this frustration may be compounded, as there’s more to consider, and they may be used to a different, possibly simpler, tax system abroad. The team at MyExpatTaxes sympathises, which is why it provides the one-stop solution for American expat taxes. Contact: Nathalie Goldstein Company: MyExpatTaxes Web Address: www.myexpattaxes.com Email: [email protected] Telephone: +4306502300819 As more people emigrate abroad, more struggle with the conundrum of how to file US expat taxes. Without guidance, the process can seem daunting, though MyExpatTaxes is Founder and CEO Nathalie Goldstein’s solution to unburden American expats from their tax filing burdens. The service offers a simple, transparent, and understandable way to navigate IRS rules and regulations. Whether expats simply require assistance with their filing needs or a tax accountant to take care of the process for them, MyExpatTaxes has them covered. Over 20,000 expat users currently rely on the simplified tax filing the service allows and its robust support network. Once they have created an account, the process is as straightforward as answering a few questions. The program’s software will adapt to these answers, streamlining the experience for a quick and easy filing experience. Most users with the standard package finish the full process within 30 minutes, while those who purchase the professional package will be paired with a personal tax expert to make the most of their refund potential. Every package includes Federal Tax Return. FBAR, and FATCA as needed. “Transparency is fundamental to our approach. We believe that tax compliance should be straightforward, and our platform is designed to provide clear, understandable guidance every step of the way. We’re upfront about pricing, processes, and deadlines, ensuring our clients always know what to expect, which is vital regarding taxes. ” The mission at MyExpatTaxes is about empowerment, bringing newfound levels of ease and confidence. Its platform caters to all manner of clients from first timers to those familiar with the expat tax system. As more American citizens move and work abroad, the need for cross-border financial services is increasing, and MyExpatTaxes empowers them to remain tax compliant while balancing the demands of US and foreign systems. Moreover, the platform incurs no extra charges for using the Foreign Earned Income Exclusion, Foreign Tax Credit, or Tax Treaty Benefits, and includes multi-currency payment options for added simplicity. The team is committed to providing this empowerment without unreasonable financial expectations. Prices span three packages to enable those of differing means and requirements to benefit from simpler expat taxes. These start at as little as €149 yearly, and while each tier beyond the standard package includes more features, every option benefits from MyExpatTaxes’ outstanding customer support and gives expats the added clarity they may need. Users from a range of destinations and circumstances attest to the platform’s ease of use and how much simpler it has made their financial journeys. “I was very happy with my experience,” shares one customer. “I have been living abroad filing my US taxes. This service made it easy, and I didn’t have to wade through jargon I didn’t understand.” Another says, “tax returns aren’t fun, but the software makes it relatively easy.” Users laud its affordability, customer support, and accuracy, enjoying an easier time forging new lives overseas free from the burden of a complicated process. “We aim to give US expats the tools and knowledge to manage their tax obligations confidently. Our platform is user-friendly and intuitive, and our support and tax teams are available to answer questions, helping our clients feel informed and secure about their tax filings. ” As the company grows, its team looks forward to attending an industry event with IamExpat in The Hague, where it will host an in-person workshop. Meanwhile, it is expanding its talent pool and working hard in the run-up to this year’s tax deadline. Its strong financial performance and everexpanding list of users reflects the staggering demand for MyExpatTaxes, its outstandingly simplicity, and the call for an easier way to navigate IRS demands.
Issue 10 2024, Acquisition International | 13 Best Business Loans Brokerage 2024 – Canada oasting a combined funding experience of over 500 years across its partners, Capital For Market is the market leader in business financing in North America. Capital For Market is a boutique company that services a niche client base typically consisting of midto-large size North American companies experiencing a transitory phase in their development cycle. The company goes beyond funding and provides creative financing solutions that will fit the varying needs of its clientele. Capital For Market offers its clientele a range of services that assist in managing investments and navigating the financial market. Such services include providing unsecure loans of up to $500k, trade finance for importing products from around the world, secured loans and asset based lending, and the purchasing of commodities such as agriculture, industrial chemicals, manufactured goods, and metals. The financing industry in North America is currently experiences changes, induced demographical and technological advancements across the entire sector. The industry’s optics have been altered as the demographic shifts, introducing new cultures to the game and diversifying the sector. Additionally, the advancement of artificial intelligence has redefined the workflow within organisations. Such advancements require companies to keep a close eye on the market to monitor emerging trends and shifts in behaviour. To navigate the evolving landscape, Capital For Market ensures that it remains up to date with all industry advancements, implementing them into its operations whenever appropriate. “The challenges in the market are, for us, an opportunity to grow and adapt,” Lord tells us. “Capital For Market has thrived over the last 12 months; we were voted the Most Customer-Focused Business Loan Brokerage in North America and recognised amongst the best businesses in Canada by the Canadian Business Review Board.” For Capital For Market, the most important aspect of the business is seeing its clients thrive. The success of its clientele is what drives Capital For Market towards excellence, as the company truly cares about the prosperity of the businesses it aids. In its hiring process, the company seeks out individuals who share the same passion for excellence. A company is only as successful as the team driving it, which makes shared commitments and beliefs crucial for internal harmony, and in turn, the company’s success. Looking ahead, Lord tells us that the company is facing an evolving market. “2024 will be an interesting year,” he says. “The variables that will affect the market include the upcoming US elections, inflation, and the synchronised response of the central banks in adjusting interest rates.” Although the market is uncertain, one thing truly is not; Capital For Market will continue to leverage its extensive experience to effectively navigate the market. The company has displayed an unwavering commitment to delivering excellence to its clientele and empowering their businesses with its transformative services. Capital For Market has had a stellar year of success and has been rightfully recognised by Acquisition International as the Best Business Loans Brokerage 2024 – Canada. Since its establishment, Capital For Market has amassed a number of positive testimonials from happy clients, praising the company for their help. Due to the remarkable services offered by the company, numerous business owners have been able to get their businesses off the ground and enhance their operations. “No one would give us any funding,” says Samantha, “Capital For Market got us $35,000 in funding to complete our software development project.” “We had a really serious situation,” writes Nathan. “Our workers were about to down tools, and we couldn’t pay wages for Christmas. You got us $300,000, that was a stitch in time.” “My banks said no,” writes Philippe, “but you got us $215,000 in unsecured funding. We grew our business from one store to three. Thank you.” “I got my first business loan of $15,000, when nobody would loan me even $5,000,” says Eric. “Capital For Market has got my back.” Contact: Lord Christopher Company: Capital For Market Web Address: http://www.capitalformarket.com/ Based in Oakville, Capital For Market is a business loans brokerage and funder aiming to make a difference for its clientele. The company prides itself on delivering high quality services that empower its clients and enable them to chase their dreams. Having been recognised in the Worldwide Finance Awards 2024, we speak with Director Lord Christopher. B
14 | Acquisition International, Issue 10 2024 Aug24484 Leading International Patent Infringement Attorney of the Year 2024 – Germany s an eminent firm of its kind, Dilg, Haeusler, Schindelmann combines personalised service with legal excellence. With an in-depth knowledge of intellectual property law, its team deftly navigates the legal complexities of protecting trademarks, designs, inventions, and more, imbuing its services with a true passion for clients’ property. It prides itself on providing an individualised, bespoke solution to suit their needs across industries and varieties of intellectual property. For a wellequipped legal representative and close, regular contact, it represents the best-in-class. Clients benefit from a range of intellectual property solutions from the grant and registration stages to court proceedings. The team conducts thorough patentability analyses, conducts searches, coordinates grant and infringement proceedings, and more. The mission is to steward and protect clients throughout the entire process, acting both proactively and reactively to avoid and mitigate unforeseen circumstances and proceedings. Across many industries and sectors spanning pharmaceutical, biochemical, communication technology businesses and beyond, Dilg, Haeusler, Schindelmann’s expertise covers an expansive breadth of concepts and contracts. Between them, the partners have up to and including PhD-level education in physics, engineering, and geochemistry, demonstrating a level of technical knowledge and topical understanding that extraordinarily few firms can claim. While patent infringement is a daunting concept, it may occur, and sometimes, there is simply no avoiding it. With the right measures in place, a patent may be well-protected, but there are few firms who are as suited to handling these undertakings as Dilg, Haeusler, Schindelmann. As a team well-practiced in court proceedings, it is poised to make and dispute claims effectively, establishing the firm a first-class choice to have in a client’s corner when things do not go according to plan. Above all else, the firm’s primary focus is on individual clients, which means a direct, reliable line of communication and transparent pricing. Dilg, Haeusler, Schindelmann understands that strategies and costs should be as flexible as their clients and offer protection that is in every way unique to their circumstances. Between its team of experienced attorneys and paralegals, service is delivered to an extraordinarily high standard, with advice broken down into digestible terminology and provided to deadline. “We look for a creative and budgetoriented solution tailored to your actual situation. In this process, it is important to us that you always be kept fully informed. As a rule, our philosophy puts dispute avoidance before disputable enforcement of rights. ” From its base in München, the firm leverages a network of international contacts to achieve worldwide reach. Intellectual property protection means keeping a finger on the pulse and observing global standards, and in this area, the firm thrives, boasting a useful basis of knowledge in EU, US, and other legal landscapes. Its application strategies are comprehensive and cover all bases across the necessary regions to achieve the most robust legal outcomes. With a spirit of collaboration and creative problem solving at its heart, the firm is always ready to draw upon its diverse expertise and tackle new problems and welcomes new clients to place their intellectual property concerns in its hands. The firm has comfortably earnt its place as Acquisition International’s Leading International Patent Infringement Attorney for 2024, serving clients with diligence and rare skill in this complex, ever-changing legal niche. Contact: Adreas Dilg Company: Dilg, Haeusler, Schindelmann Web Address: http://dhs-patent.de/ Protecting intellectual property is a matter of strategy. It takes adaptable thinkers with a finger on the pulse and a keen eye for vulnerability. When a company or academic institution seeks to ensure the safety of their creations, findings, and ideas, few firms share the ability to keep them well and truly safe, and Dilg, Hausler, Schindelmann stands among them. A
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