v3.26.1
ACQUISITION OF VINOVEST
3 Months Ended
Mar. 31, 2026
ACQUISITION OF VINOVEST  
ACQUISITION OF VINOVEST

NOTE 9 – ACQUISITION OF VINOVEST

Prior to the Closing, the Company entered into an agreement to purchase all voting equity interests of Vinovest, Inc. on March 17, 2026. The consideration for this purchase was the issuance of 8,750,000 shares of StartEngine common stock valued at its most recent regulation A offering price of $1.60 per share for a total price of $14,000,000. Included in this consideration is a provision for 20% of the shares issued (1,750,000 shares) to be reclaimed by the Company if certain imdemnifications clauses are triggered. At this time, the Company believes these clauses to be more unlikely than not to be triggered, and as such, has not created an asset for the right to return of these reclaimable shares.

As a result of the closing of the business combination the Company allocated the purchase price with the acquisition of Vinovest under the acquisition method of accounting. The final allocation of the purchase consideration for the mergers will be determined after the completion of a thorough analysis to determine the fair value of all assets acquired and liabilities assumed, but in no event later than one year following the completion of the mergers.

As such the allocation of the purchase price is revised as follows:

Stock paid to Vinovest

$

14,000,000

Total Consideration Paid

14,000,000

Allocated to:

$

Cash

3,536,944

Receivables and other current assets

581,659

Collectibles held

1,128,858

Assets under management

97,428,306

Fixed assets

6,442

Intangible assets

12,654,169

Accounts payable, accrued expenses and other current liabilities

(711,678)

Customer deposits

(100,624,700)

Net assets acquired

14,000,000

Excess of purchase price over net liabilities assumed before allocation to identifiable intangible assets and goodwill

-

Management has made the initial determination that all assets and liabilities to be acquired are primarily estimated to be stated at their fair values, which approximates their recorded cost. While a final determination of the value of the identifiable intangibles has not been completed, management has made an initial determination that approximately $6.1 million of the excess of the purchase price over the net assets acquired should be allocated to identifiable intangible assets.

Estimated

Useful Life

Amount

(Years)

Customer Lists (a)

12,653,239

5

Excess of purchase price

-

Goodwill

-

(a)The Vinovest customer relationships were valued using the Multi-Period Excess Earnings Method (“MPEEM”). The MPEEM reflects the present value of the operating cash flows generated by existing customer relationships after taking into account the cost to realize the revenue and an appropriate discount rate to reflect the time value and risk associated with the cash flows.

Pro Forma Financial Information

The unaudited pro forma financial information in the table below summarizes the combined results of Vinovest operations and StartEngine Crowdfunding’s operations, as though the acquisition of Vinovest had been completed as of the beginning of fiscal 2026 and 2025. The pro forma financial information for the three months ended March 31, 2026 and 2025 combines our results for these periods with that of Vinovest’s results for the three months ended March 31, 2026 and 2025. The amount of revenue and revenue of the acquiree since the acquisition date included in the consolidated income for the reporting period was $272,240 and $41,444, respectively.

The following table summarizes the unaudited pro forma financial information:

March 31, 2025

March 31, 2026

Total revenue

31,487,856

Total revenue

26,796,273

Net income

1,587,138

Net loss

(2,114,623)

Weighted average shares

Weighted average shares

Basic

699,704,280

Basic

731,535,873

Net loss per shares:

Net loss per shares:

Basic

0.00

Basic

(0.00)

Weighted average shares

Weighted average shares

Diluted

1,220,554,430

Diluted

731,535,873

Net loss per shares:

Net loss per shares:

Diluted

0.00

Diluted

(0.00)

The unaudited pro forma financial information is presented for informational purposes only and is not indicative of the results of operations that would have been achieved if the acquisition and the cost of financing the acquisition had taken place at the beginning of fiscal 2026. The financial information for the periods presented above includes pro forma adjustments as follows:

March 31, 2026

Transaction cost

Amortization of intangibles

150,634