POELLATH advises Expatrio shareholders on merger with Fintiba

The shareholders of Expatrio Global Services GmbH (“Expatrio”) and Fintiba GmbH (“Fintiba”) have concluded an agreement to merge the two companies. The majority shareholder of Fintiba is CHAPTERS Group AG (“CHAPTERS”), a listed company specializing in long-term investments. The closing is expected in June 2025. Both companies provide financial services to international students and skilled workers in Germany and will be part of the financial technologies segment in the future. POELLATH provided comprehensive legal and tax advice to the shareholders of Expatrio on the merger.

The core offering of Fintiba and Expatrio includes blocked accounts, which serve as proof of financial means for the visa application process, and health insurance brokerage for stays in Germany. The group aims to create customer value by combining human expertise with technology. The AI solutions already implemented at Expatrio and Fintiba will be rolled out across the group. At the same time, close cooperation with universities, educational institutions and authorities will be further increased to expand the network for international talent in Germany in a targeted manner.

POELLATH provided comprehensive legal and tax advice to the shareholders of Expatrio in connection with the transaction with the following team:

• Dr. Tim Kaufhold (partner, lead, M&A/private equity, Munich)
• Stefan Schmuck (senior associate, M&A/private equity, Munich)
• Nemanja Burgić (counsel, M&A/private equity, Munich)
• Dr. Nico Fischer (partner, lead, tax, Munich)
• Dr. Saskia Bardens (associate, tax, Munich)
• Dr. Jens Linde (associated partner, financing, Frankfurt)
• Daniel Wiedmann (associated partner, antitrust, Frankfurt)
• Dr. Verena Stenzel (associated partner, M&A/private equity, Munich)
• Dr. Andreas Reuther (associated partner, employment law, Munich)
• Christine Funk (counsel, IP/IT, Frankfurt)
• Daniel Hoppen (senior associate, antitrust, Frankfurt)
• Marina Hennings (senior associate, real estate transactions, Berlin)
• Amélie von Halem (associate, M&A/private equity, Munich)
• Benedikt Sinz (associate, M&A/private equity, Munich)
• Michael Schwarz (associate, tax, Munich)
• Niklas Kastel (associate, M&A/private equity, Munich)
• Kathrin Miklautsch (associate, M&A/private equity, Munich)