Industrial automation company · Technology / Industry 4.0 · Spain
The challenge
The company needed advanced technology equipment for a major project with an industrial client. It wanted an alternative to traditional leasing that would lower the effective cost of financing by bringing in private investors attracted by the tax benefit of investing in technology assets.
What we did
- Through the Tax Lease Structuring line of Litigation Bridge Capital, we designed the model: private investors fund the assets in exchange for the tax benefits, and the company gets the use of the equipment.
- Experts from our network designed the tax structure of the lease and, with lawyers from our network, we put in place the contracts between the company, the investors and the lease vehicle.
- We took the deal to qualified investors until the target amount was reached, and built a bespoke platform to manage the lease and track the tax arrangements.
The outcome
- Structure closed in 50 days.
- €2.5 million raised to acquire the equipment.
- Effective cost of financing 22% lower than traditional leasing.
- The company obtained the equipment and completed the project on time.
Services involved: Litigation Bridge Capital – Tax Lease · Institutional Connections · Global Regulatory Strategy · Implementation and Technology (bespoke development) · Global Law and Integrated Legal Advisory.
