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Liquidated

Financial Strategies Acquisition Corp.

CIK 0001817565

Cash in trust

$101.6M

$101,634,366

Trust per share

Redemption value

IPO

Dec 2021

Combination deadline

Not disclosed

Filings on record

72

Latest Feb 5, 2024

Overview

Financial Strategies Acquisition Corp. is a special purpose acquisition company incorporated in Delaware and registered with the SEC under CIK 0001817565. It completed its initial public offering in Dec 2021. The vehicle is sponsored by Financial Strategies. The mandate targets financial services. Deadline lapsed without a deal; trust returned to public shareholders.

we intend to focus our search on businesses in the financial services industry.
The mandate, as stated in the IPO prospectus

Reading the filings

Arithmetic on what Financial Strategies Acquisition Corp. has disclosed, written the way a desk would read it. These are observations, not a rating. Nothing here scores the vehicle or implies a view on it.

  • Sponsor record

    Financial Strategies has launched 2 vehicles. Of the 2 that have resolved, 0 closed a combination and 2 liquidated, a 0% completion rate. A sponsor's record is not a forecast, but it does tell you whether the team has taken a deal across the line before.

  • Underwriting

    I-Bankers Securities led the offering. It has been named on 54 SPAC IPOs, book-running 20 of them, and 20.8% of its resolved vehicles closed a deal. The syndicate has no control over whether a sponsor finds a target, but the quality of the book at pricing shapes who ends up holding the units.

SEC filing history

Free tier: filings older than 24 hours
  • SC 13G/A

    Amended beneficial ownership report (passive)

    Accession 0001846718-24-000011

    Feb 5, 2024

    2y ago

    Open filing
  • 25-NSE

    Notification of delisting

    Accession 0001354457-23-000863

    Nov 20, 2023

    2y ago

    Open filing
  • 8-K

    Current report

    Items 4.01, 9.01 · Accession 0001104659-23-090451

    Aug 11, 2023

    3y ago

    Open filing
  • 8-K

    Current report

    Items 2.03, 9.01 · Accession 0001104659-23-071594

    Jun 15, 2023

    3y ago

    Open filing
  • 8-K

    Current report

    Items 2.03, 9.01 · Accession 0001104659-23-061365

    May 16, 2023

    3y ago

    Open filing
  • NT 10-Q

    Late quarterly report notification

    Accession 0001104659-23-059701

    May 12, 2023

    3y ago

    Open filing
  • 8-K

    Notice of delisting or failure to satisfy a listing rule

    Items 2.03, 3.01, 9.01 · Accession 0001104659-23-051308

    Apr 27, 2023

    3y ago

    Open filing
  • 8-K

    Current report

    Items 2.03, 9.01 · Accession 0001104659-23-044024

    Apr 11, 2023

    3y ago

    Open filing
  • NT 10-K

    Late annual report notification

    Accession 0001104659-23-037875

    Mar 29, 2023

    3y ago

    Open filing
  • 8-K

    Current report

    Items 2.03, 9.01 · Accession 0001104659-23-032258

    Mar 14, 2023

    3y ago

    Open filing
  • SC 13G

    Beneficial ownership report (passive)

    Accession 0001846718-23-000056

    Feb 21, 2023

    3y ago

    Open filing
  • 425

    Business-combination communication

    Accession 0001104659-23-023005

    Feb 17, 2023

    3y ago

    Open filing
  • 8-K

    Entry into a material definitive agreement; Regulation FD disclosure

    Items 1.01, 3.02, 7.01, 9.01 · Accession 0001104659-23-023001

    Feb 17, 2023

    3y ago

    Open filing
  • SC 13G/A

    Amended beneficial ownership report (passive)

    Accession 0001172661-23-000940

    Feb 14, 2023

    3y ago

    Open filing
  • SC 13G/A

    FORM SC 13G/A

    Accession 0001062993-23-003112

    Feb 14, 2023

    3y ago

    Open filing
  • 8-K

    Regulation FD disclosure

    Items 2.03, 7.01, 9.01 · Accession 0001104659-23-017685

    Feb 9, 2023

    3y ago

    Open filing
  • SC 13G/A

    Amended beneficial ownership report (passive)

    Accession 0001846718-23-000046

    Feb 8, 2023

    3y ago

    Open filing
  • 4

    Statement of changes in beneficial ownership

    Accession 0001104659-23-010827

    Feb 6, 2023

    3y ago

    Open filing
  • SC 13D/A

    SC 13D/A

    Accession 0001104659-23-009324

    Feb 1, 2023

    3y ago

    Open filing
  • 8-K

    Current report

    Item 5.02 · Accession 0001104659-23-008280

    Jan 31, 2023

    3y ago

    Open filing
  • 8-K

    Regulation FD disclosure

    Items 2.03, 3.02, 7.01, 9.01 · Accession 0001104659-23-003092

    Jan 11, 2023

    3y ago

    Open filing
  • SC 13G/A

    SCHEDULE 13G/A

    Accession 0001376474-22-000470

    Dec 23, 2022

    3y ago

    Open filing
  • 8-K

    Entry into a material definitive agreement; Submission of matters to a vote of security holders; Regulation FD disclosure

    Items 1.01, 2.03, 5.03, 5.07, 7.01, 9.01 · Accession 0001104659-22-126682

    Dec 13, 2022

    3y ago

    Open filing
  • 8-K

    Current report

    Items 4.01, 9.01 · Accession 0001104659-22-126349

    Dec 12, 2022

    3y ago

    Open filing
  • DEFA14A

    Additional proxy soliciting material

    Accession 0001104659-22-124944

    Dec 6, 2022

    3y ago

    Open filing
  • 8-K

    Other events

    Item 8.01 · Accession 0001104659-22-124757

    Dec 6, 2022

    3y ago

    Open filing
  • 8-K

    Current report

    Item 3.02 · Accession 0001104659-22-123700

    Dec 1, 2022

    3y ago

    Open filing
  • 10-Q

    Quarterly report

    Accession 0001410578-22-003349

    Nov 14, 2022

    3y ago

    Open filing
  • DEF 14A

    Definitive proxy statement

    Accession 0001104659-22-117806

    Nov 14, 2022

    3y ago

    Open filing
  • PRE 14A

    PRE 14A

    Accession 0001104659-22-114962

    Nov 4, 2022

    3y ago

    Open filing

Financial Strategies Acquisition Corp.: questions answered

What is Financial Strategies Acquisition Corp.?

Financial Strategies Acquisition Corp. is a special purpose acquisition company incorporated in Delaware and registered with the SEC under CIK 0001817565. It completed its initial public offering in Dec 2021. The vehicle is sponsored by Financial Strategies. The mandate targets financial services. Deadline lapsed without a deal; trust returned to public shareholders.

How much does Financial Strategies Acquisition Corp. hold in trust?

Approximately $101,634,366, as at the most recent filing on record. Trust balances move: shareholders redeem at extension votes and at the combination vote, and sponsors pay contributions in to extend. Treat the figure as a point-in-time disclosure, not a running balance.

When must Financial Strategies Acquisition Corp. complete a merger?

No combination deadline appears in the filings we have indexed. The date is stated in the charter and repeated in each quarterly report; where our parser could not establish it with confidence we leave it blank rather than infer one.

What happens if Financial Strategies Acquisition Corp. does not find a target in time?

The charter requires the vehicle to redeem 100% of the public shares and return the trust, pro rata, to public shareholders. That is the mechanism working as designed rather than a default. Founder shares and warrants are worthless in that outcome, which is why the sponsor's incentive is to get a deal done or to buy more time. Across the market, deadline lapsed without a deal; trust returned to public shareholders.

Can I redeem shares in Financial Strategies Acquisition Corp., and at what price?

Public shareholders may elect to redeem in connection with a combination vote and at each extension vote, at the pro-rata trust value on the relevant record date. Redemption is a right attached to the public shares only; warrants and rights carry no claim on the trust. The mechanics and the deadline for electing are set out in the proxy statement for the vote in question.

Is the trust value the same as the share price for Financial Strategies Acquisition Corp.?

No. Trust per share is a disclosed, contractual figure: what a redeeming holder receives. The market price is whatever the shares change hands at, which can sit above the trust when a deal is well received or below it when the market doubts one will close. We do not have a current quote for this vehicle, so no spread is shown.

Who sponsors Financial Strategies Acquisition Corp., and what is their track record?

Financial Strategies is the sponsor entity, part of the Financial Strategies franchise. That franchise has launched 2 vehicles in total, of which 0 closed a combination and 2 liquidated, a 0% completion rate on resolved vehicles. Named principals: Horst Rzepka, Jeffrey Peel.

Which banks underwrote the Financial Strategies Acquisition Corp. IPO?

I-Bankers Securities. I-Bankers Securities was credited as book-running manager on the cover. Syndicate membership and role are read from the prospectus cover and the underwriting section.

Is Financial Strategies Acquisition Corp. a good investment?

That is not a question this site answers. Financial Strategies Acquisition Corp. is covered here as reference data: what the company filed, when it filed it, and what the numbers in those filings say. The Edge, FOMO and Potential scores on this page are derived measures with a published formula, not ratings of investment merit: they describe the setup, and every component is shown so you can take them apart. We publish no price targets and no recommendations, and nothing here should be read as advice. The figures are a starting point for your own work, and each one carries the accession number of the filing it came from.

Where does this Financial Strategies Acquisition Corp. data come from?

Filings Financial Strategies Acquisition Corp. submitted to the SEC under CIK 0001817565: the registration statement and final prospectus for the structure, quarterly and annual reports for the trust, current reports and proxy statements for deals, votes and extensions. Trust economics are taken from the registrant's own XBRL tags rather than parsed from prose, which is why they are exact. Every filing in the history above is listed with its accession number, which identifies the document uniquely on EDGAR; Pro accounts open it directly from the row.

Compiled by the SPACListing research desk

Last reconciled Sep 4, 2026

Every figure on this page is read from documents the registrants filed with the U.S. Securities and Exchange Commission, principally the IPO prospectus (Form 424B4), quarterly and annual reports, current reports and proxy statements, the registrant's own XBRL tags for trust economics. Nothing is sourced from press coverage, from the companies themselves, or from a third-party aggregator. Where a filing does not disclose something, the field is left blank rather than estimated.

Read the full methodology · What is in the dataset · Report a correction

SPACListing is a reference-data service, not an investment adviser. Nothing here is a recommendation to buy or sell any security.

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The context around this vehicle: who else the sponsor has launched, which banks priced it, and where it sits in the wider market.