New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Terms of the transaction were not disclosed. Raymond James served as Tax Guard’s financial advisor.
This strategic combination aims to expand Cogency Global’s comprehensive suite of compliance services and solidify its presence in the financial services sector.
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“We are thrilled to welcome Tax Guard into the Cogency Global family,” said Bruce Jacobi, CEO of Cogency Global. “Tax Guard’s expertise in tax risk assessment aligns perfectly with our commitment to providing reliable, seamless, and comprehensive compliance solutions. This acquisition allows us to offer even more specialized services to our diverse client base.”
Tax Guard is a recognized leader in the field of tax risk assessment for financial organizations of all types. Their specialized expertise provides comprehensive evaluations of tax compliance statuses and potential risks associated with various financial activities. This valuable knowledge aligns seamlessly with Cogency Global’s core suite of services, which focuses on corporate compliance and governance. This acquisition enables Cogency Global to offer a more holistic approach to risk management, from business formation to ongoing corporate and tax compliance and governance.
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“I am genuinely excited to join forces with Cogency Global and harness our combined capabilities,” said Hansen Rada, CEO of Tax Guard. “I see a real opportunity to integrate our services over time and deliver an enhanced compliance solution to our collective customer base.”
Cogency Global, backed by Bertram Capital, provides a full range of registered agent, transactional, and corporate compliance services for law firms, lenders, and multi-jurisdictional corporations in the US and internationally.
Current and future clients of both companies will benefit from this transaction in several ways: first, the acquisition creates a one-stop solution for organizations seeking to manage governance, compliance, and tax-related risks efficiently; second, the combined entity will possess comprehensive expertise, supported by decades of experience from both Cogency Global and Tax Guard; and third, clients can expect more streamlined and efficient services, thanks to the shared resources and technologies of the two companies.
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