AtlasClear Holdings, Inc. (“AtlasClear Holdings” or
“AtlasClear”) (NYSE American: ATCH) announced that their financial
results for the first quarter ended March 31, 2024, have been
released.
“I am pleased to report that our subsidiary, Wilson-Davis,
delivered solid first quarter results highlighted, on a proforma
basis (reflecting Wilson-Davis’ results on a stand-alone basis), by
a 27.9% increase in commissions and clearing revenue. Our results
today reflect our unique brokerage model that brings a one-stop
technology and financing solution to fill the gap in the capital
markets where smaller institutions, broker-dealers and asset
managers have been at a disadvantage,” said Craig Ridenhour,
President of AtlasClear. “We expect to continue to grow both
organically and through further acquisitions, as well as by
expanding the balance sheet for the clearing firm.”
On February 9, 2024, we closed our previously announced business
combination. In connection with the transaction, AtlasClear, Inc.
received certain assets from Atlas FinTech Holdings Corp., (“Atlas
FinTech”) and Atlas Financial Technologies Corp. and completed the
acquisition of broker-dealer, Wilson-Davis & Co., Inc.
First Quarter 2024 Highlights:
The consolidated earnings reflect net loss of $88.58 million.
Below is a summary of the primary components:
- $68.5 million was a non-cash loss on the acquisition of the
AtlasClear asset purchase. Under SAB topic 5G transfers of
nonmonetary assets for stock prior to an initial offering should be
recorded at predecessor cost in accordance with GAAP. The value of
the Developed Technology was based on the carrying value of Atlas
FinTech of $18.16 million. As such, in accordance with ASC 350 the
company cannot recognize goodwill in an asset purchase. This is a
non-recurring transaction which occurred in the first quarter. See
footnote 9 to the financial statements included in our Quarterly
Report on Form 10-Q for the quarter ended March 31, 2024, for
additional information.
- Regulatory, professional fees and related expenses of $11.54
million recognized as of March 31, 2024, was substantially due to
transaction cost incurred with the business combination and asset
purchase transaction with AtlasClear, Inc. Of the $11.54 million,
$10.31 million were directly related to the closing of the business
combination. These are non-recurring transaction expenses.
- $6.71 million are non-cash changes in fair value associated
with the financing instruments issued in connection with the
transaction, which included derivative elements requiring
recognition of the obligations at fair value and changes in fair
value recognized in earning. These consist of the conversion
feature included in the short- and long-term notes to sellers, the
convertible note issued to Chardan, the earnout liability, the
subscription agreement and the non-redemption agreement.
The transaction in connection with Wilson-Davis was accounted
for as a forward purchase transaction. As such the operation
results consolidated during the three months period ended March 31,
2024, only include the operation of Wilson-Davis from February 9,
2024, through March 31, 2024. The following highlights are on a
proforma basis and discuss Wilson-Davis on a stand-alone basis
comparing its first quarter of 2023 to the first quarter of
2024.
- Commissions and related execution fees increased from
$1,396,954 in the first quarter of 2023 to $1,786,403 in the first
quarter of 2024, a 27.9% increase.
- Interest income increased 9% in 2024, driven by increases in
our money market balances.
- As a stand-alone company, Wilson-Davis was profitable and we
anticipate improving on that going forward.
- We expanded the scale of our income generating activities, with
increased margin lending, increased stock loan business and we have
begun a new line of investment banking business.
Earnings Teleconference Information
AtlasClear will discuss its first quarter financial results
during a teleconference today, at 8:30 a.m. (ET). The conference
call can be accessed by dialing 1-877-407-0752 (domestic) or
201-389-0912 (international). A replay of the conference call will
be available at 1-844-512-2921 (domestic) or 412-317-6671
(international). The call will also be broadcast simultaneously via
webcast at https://investors.atlasclear.com/. Following the
completion of the call, a recorded replay of the webcast will be
available on AtlasClear’s website.
About AtlasClear Holdings, Inc.
AtlasClear Holdings plans to build a cutting-edge technology
enabled financial services firm that would create a more efficient
platform for trading, clearing, settlement and banking of evolving
and innovative financial products with a focus on the small and
middle market financial services firms. The goal of AtlasClear
Holdings is to have a fully vertically integrated suite of
cloud-based products including account opening, trade execution,
risk management, regulatory reporting and settlement. The team that
leads AtlasClear Holdings consists of respected financial services
industry veterans that have founded and led other companies in the
industry including Penson Clearing, Southwest Securities, NexTrade
and Anderen Bank.
About the Financial Technology
We are supported by robust financial technologies that we
believe will enable the flow of business and success of the
enterprise. Our goal is to have a full exchange platform for a
spectrum of financial products. In addition, we expect to have a
full prime brokerage and, following the completion of the proposed
acquisition of Commercial Bancorp of Wyoming (“Commercial
Bancorp”), a prime banking platform with complete front-end
delivery. The enterprise is anticipated to offer a fixed income
risk management platform which can be expanded to a diverse
application on financial products.
About Wilson-Davis & Co., Inc.
Wilson-Davis is a full-service correspondent securities
broker-dealer. The company is registered with the Securities and
Exchange Commission (“SEC”), the Financial Industry Regulatory
Authority and the Securities Investor Protection Organization. In
addition, Wilson-Davis is a member of DTCC as well as the National
Securities Clearing Corporation. Headquartered in Salt Lake City,
Utah and Dallas, Texas. Wilson-Davis has been servicing the
investment community since 1968, with satellite offices in
California, Arizona, Colorado, New York, New Jersey and
Florida.
Cautionary Statements Regarding Forward-Looking
Statements
This communication contains forward-looking statements within
the meaning of the Private Securities Litigation Reform Act of
1995, as amended, that reflect AtlasClear Holdings’ current views
with respect to, among other things, the future operations and
financial performance of AtlasClear Holdings. Forward-looking
statements in this communication may be identified by the use of
words such as “anticipate,” “assume,” “believe,” “continue,”
“could,” “estimate,” “expect,” “foreseeable,” “future,” “intend,”
“may,” “outlook,” “plan,” “potential,” “proposed,” “predict,”
“project,” “seek,” “should,” “target,” “trends,” “will,” “would”
and similar terms and phrases. Forward-looking statements contained
in this communication include, but are not limited to, statements
as to (i) AtlasClear’s expectations as to various operational
results, (ii) AtlasClear’s anticipated growth strategy, including
expected organic growth and acquisitions, and (iii) the financial
technology of AtlasClear Holdings.
The forward-looking statements contained in this communication
are based on the current expectations of AtlasClear Holdings and
its management and are subject to risks and uncertainties. No
assurance can be given that future developments affecting
AtlasClear Holdings will be those that are anticipated. Actual
results may differ materially from current expectations due to
changes in global, regional or local economic, business,
competitive, market, regulatory and other factors, many of which
are beyond the control of AtlasClear Holdings. Should one or more
of these risks or uncertainties materialize, or should any of the
assumptions prove incorrect, actual results may vary in material
respects from those projected in these forward-looking statements.
Factors that could cause actual results to differ may emerge from
time to time, and it is not possible to predict all of them.
Such factors include, but are not limited to: AtlasClear’s
inability to successfully integrate, and/or realize the anticipated
benefits of, the acquisition of Wilson-Davis & Co., Inc. and
the technology acquired from Pacsquare Technologies LLC (the
“Transaction”); failure to recognize the anticipated benefits of
the Transaction, which may be affected by, among other things,
competition, the ability of AtlasClear Holdings to maintain
relationships with customers and suppliers and strategic alliance
third parties, and to retain its management and key employees;
AtlasClear Holdings’ inability to integrate, and to realize the
benefits of, the Transaction and other potential acquisitions;
changes in general economic or political conditions; changes in the
markets that AtlasClear Holdings targets; slowdowns in securities
or cryptocurrency trading or shifting demand for trading, clearing
and settling financial products; any change in laws applicable to
AtlasClear Holdings or any regulatory or judicial interpretation
thereof; and other factors, risks and uncertainties, including
those that were included under the heading “Risk Factors” in
AtlasClear Holdings’ Annual Report on Form 10-K filed with the
Securities and Exchange Commission on April 16, 2024 and its
subsequent filings with the SEC. AtlasClear Holdings cautions that
the foregoing list of factors is not exhaustive. Any
forward-looking statement made in this communication speaks only as
of the date hereof. Plans, intentions or expectations disclosed in
forward-looking statements may not be achieved and no one should
place undue reliance on such forward-looking statements. AtlasClear
Holdings does not undertake any obligation to update, revise or
review any forward-looking statement, whether as a result of new
information, future developments or otherwise, except as may be
required by any applicable securities laws.
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