In this ASX small-cap analysis, Way2VAT (W2V.ASX) announces the acquisition of RBCVat in the UK as part of its four-pillar growth strategy: VAT reclaim, APAI real-time invoice validation, VAT consultancy, and a next-gen invoicing tech. James Whelan sits down with Amos Simantov, CEO of Way2VAT, to unpack the strategic rationale, the deal terms, and what the move means for revenue, profitability, and cross-border VAT reclaim for global enterprises. What we cover: - Quick recap of Way2VAT's platform: fully automated VAT reclaim for multinational clients, handling millions of receipts and invoices, across 40 jurisdictions. - Why RBCVat fits: established UK footprint and deep VAT consultancy capabilities, with US-based and EU clients, enabling cross-sell into Way2VAT's core VAT reclaim ecosystem. - Deal terms and financials: ~GBP2m valuation, c.GBP0.5m annual profit prior to the acquisition, and funding plan targeting ~AUD3m (split between growth capital and deal funding). Anticipated impact on the group P&L and milestones. - APAI integration: immediate internal benefits for RBC's processes and a scalable SaaS platform for clients, with potential for broad client adoption. - Growth potential: cross-sell across existing clients, entrance into new verticals, and alignment with a 1bn revenue, 1,000+ employee client profile. - Risks and milestones: retain key staff and clients, achieve targeted revenue and profitability, and monitor integration progress. Timestamps: 00:00 Introduction 00:20 Way2VAT at a glance 01:45 Four-pillar strategy explained 03:15 RBC's UK footprint and client base 04:01 Acquisition terms and valuation 05:49 Client overlap and cross-sell potential 06:39 Sector reach and ideal client profile 07:18 Cross-sell roadmap and synergy 09:09 Talent retention plan 10:37 APAI integration: internal use to start 11:56 SaaS roadmap and platform strategy 12:03 Revenue and margin outlook 12:34 Key KPIs to track 13:20 Funding plan for growth 14:06 Risks and mitigations 15:10 Milestones and FY25 outlook 15:20 APAI adoption and long-term vision Final thoughts and where to access investor materials. If you found this analysis helpful, subscribe for ongoing ASX small-cap insights and check the investor materials linked below for the full RBCVat deal details. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. 📌 Articles: https://smallcaps.com.au/way2vat-revenue-growth-broadens-enterprise-client-base-1h25 https://smallcaps.com.au/way2vat-deal-jones-lang-lasalle-apai-global-compliance-platform https://smallcaps.com.au/way2vat-launches-ai-auditing-innovation-enhanced-vat-gst-compliance https://smallcaps.com.au/way-2-vat-ipo-list-asx-build-up-vat-refund-platform 🔎 More on this company: https://smallcaps.com.au/stocks/asx-w2v/ ⸻ Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies. 🌐 WEBSITE https://smallcaps.com.au/ 🎧 PODCAST https://smallcaps.com.au/podcast/ 📱 SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/small-caps/ 📬 NEWSLETTER https://smallcaps.com.au/subscribe/
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