Restructuring a Series B technology group for international growth

A pre-IPO restructure across three jurisdictions, delivered in seven weeks.

Client/Sydney-based enterprise SaaS

Illustrative image for the Technology case study

Challenge

A rapidly scaling SaaS group needed to consolidate legacy entities, put in place a holdco suitable for international investors, and prepare for a US market entry.

Approach

We worked alongside the CFO and legal counsel to design a group structure, model the tax outcomes, and coordinate execution across Australia, Singapore and Delaware.

Outcome

A clean holdco structure, an unqualified tax opinion for the incoming investors, and a US operating subsidiary trading within eight weeks of engagement.

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