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M&A and Subsidiary Changes410AGMO Commerce,Inc.Information and Communications, Services and Others

Notice Regarding the Acquisition of Shares in GMOデジタルラボ株式会社, Which Develops Promotional Apps and Other Services for Stores, Making It a Subsidiary

GMO Commerce, Inc. will acquire all shares of GMO Digital Lab Co., Ltd. from GMO GlobalSign Holdings K.K., making it a subsidiary effective 1 July 2026. In connection with the acquisition, the company will prepare consolidated earnings forecasts and raise its forecasts for net sales and other items.

Worth reading
73In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
701
¥ million (a total estimated amount of ¥701 million, comprising fixed consideration of ¥700 million and approximately ¥1 million in advisory fees and other expenses. The total acquisition consideration, including contingent consideration, will be up to ¥800 million)
Wording
Conditional
How definitive the wording is.

This transaction

Acquisition of shares in this transaction
CounterpartyGMO GlobalSign Holdings K.K.
Disclosing companyGMO Commerce,Inc.
GMO Digital Lab Inc.Voting rights ownership percentageNumber of shares acquired 600 shares (number of voting rights: 600)

The voting-rights ratio is the share of the votes exercisable at a shareholders’ meeting that will be held after this transaction.The percentage before the change is not stated in this document.

TimelineThe spacing between the points is proportional to the actual number of days.
Target company

・Store promotion, customer acquisition support and operational efficiency improvement through smartphone apps ・Corporate DX support ・Local-government DX support and regional economic revitalization

Location Chuo-ku, Sapporo, HokkaidoShare capital ¥34.55 millionDate of incorporation 9 December 1993
Net Sales¥887 million (fiscal year ended December 2025)
Operating profit¥7 million (fiscal year ended December 2025)
Net income for the current fiscal year¥4 million (fiscal year ended December 2025)
Net assets¥257 million (fiscal year ended December 2025)
Consideration and expenses
Acquisition priceCommon shares of GMOデジタルラボ株式会社: ¥700 million (fixed consideration). Earn-out consideration will be up to ¥100 million, making the total acquisition consideration up to ¥800 million.
Expenses other than the acquisition priceAdvisory fees and other expenses (estimated): ¥1 million
Type of ConsiderationCash
Funding arrangementsBorrowing. The company decided to borrow the funds on 15 June 2026.
Impact on Business Performance

The company will revise its consolidated earnings forecasts for the fiscal year ending December 2026 from the previously announced standalone earnings forecasts, expecting increases of approximately ¥400 million in net sales, approximately ¥20 million in operating profit, approximately ¥10 million in ordinary profit and ¥5 million in net income.

Procedures and assumptions
Valuation methodologyDiscounted cash flow method
Independent valuation institutionBridge Consulting Group Inc.
Management structure after acquisitionThe target company will become a consolidated subsidiary of the company effective 1 July 2026. The trade name, post-transaction representative and treatment of employees are Not disclosed.
This transaction
ItemDetails
Transaction nameAcquisition of shares in this transaction
Counterparty nameGMO GlobalSign Holdings K.K.
Name of the Subject CompanyGMO Digital Lab Inc.
Business Description of the Subject Company・Store promotion, customer acquisition support and operational efficiency improvement through smartphone apps ・Corporate DX support ・Local-government DX support and regional economic revitalization
Location of the Subject CompanyChuo-ku, Sapporo, Hokkaido
Capital Stock of the Subject Company¥34.55 million
Date of Establishment of the Subject Company9 December 1993
Net Sales of the Subject Company¥887 million (fiscal year ended December 2025)
Operating Profit of the Subject Company¥7 million (fiscal year ended December 2025)
Net Income of the Subject Company¥4 million (fiscal year ended December 2025)
Net Assets of the Subject Company¥257 million (fiscal year ended December 2025)
Acquisition priceCommon shares of GMOデジタルラボ株式会社: ¥700 million (fixed consideration). Earn-out consideration will be up to ¥100 million, making the total acquisition consideration up to ¥800 million.
Expenses other than the acquisition priceAdvisory fees and other expenses (estimated): ¥1 million
Type of ConsiderationCash
Number of shares acquired600 shares (number of voting rights: 600)
Voting rights ownership percentageBefore -% → after 100%
Funding arrangementsBorrowing. The company decided to borrow the funds on 15 June 2026.
Impact on Business PerformanceThe company will revise its consolidated earnings forecasts for the fiscal year ending December 2026 from the previously announced standalone earnings forecasts, expecting increases of approximately ¥400 million in net sales, approximately ¥20 million in operating profit, approximately ¥10 million in ordinary profit and ¥5 million in net income.
Date of board resolution15 June 2026
Contract Date15 June 2026
Execution Date / Effective Date1 July 2026 (scheduled)
Valuation methodologyDiscounted cash flow method
Independent valuation institutionBridge Consulting Group Inc.
Management structure after acquisitionThe target company will become a consolidated subsidiary of the company effective 1 July 2026. The trade name, post-transaction representative and treatment of employees are Not disclosed.
Items this document does not state (8)
Merger ratio/share exchange ratioTender offer priceMinimum number of shares to be purchasedTender offer periodGoodwill amountAmount of extraordinary income (loss)Special CommitteeConditions Precedent to Execution

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To mutually complement the target company's customer base among SMBs, individual stores and local governments with the company's customer base among major chains, thereby increasing customer spending through cross-selling and upselling. The company also aims to expand its support for store marketing and its AI capabilities by incorporating the target company's store-promotion apps, payment and mobile gift certificate businesses, local-government DX-related businesses and technology team.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Acquisition of Shares in GMOデジタルラボ株式会社, Which Develops Promotional Apps and Other Services for Stores, Making It a Subsidiary | GMO Commerce,Inc. (410A) timely disclosure | Komori