04/18/2018

Strategic Growth Investment in Tax Guard Expands Business Offerings

Holland & Hart represented Tax Guard, a Boulder-based leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers, in connection with its closing of a financial investment by Falfurrias Capital Partners, a Charlotte-based private equity firm focused on investing in growth-oriented, middle-market businesses. Tax Guard, co-founded in 2009, is the first company in the U.S. to provide lenders real-time, proactive insights into their clients’ hidden tax liabilities before liens are filed, using proprietary due diligence and monitoring reports prior to financing and throughout a lending relationship.

The strategic transaction expands Falfurrias Capital Partners’ investments in financial services technology solutions in the industry and positions Tax Guard for significant growth opportunities to meet the evolving needs of new and existing customers through innovative data solutions.

Holland & Hart’s transaction team was led by Denver partner Chris Balch, and also included James Crowe, Nick Venetz, Leah Neumann and Kenyon Redfoot on the corporate / M&A team, along with subject matter expertise from Lindsay Silber, Peter Perla, John Ludlum, Trent Timmons, Sarah Ritchey Haradon, Jessie Neville, and Mark Langer.

For more information, please see Tax Guard’s press release.

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