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BENEFICIAL OWNERSHIP ANALYSIS

Accurately Identify U.S. and Global Ownership

Our audit-ready tax and regulatory reports enable you to accurately identify the levels of beneficial ownership in the U.S. and abroad in order to comply with certain IRS and SEC regulations, satisfy tax-treaty ownership tests and prepare for M&A activity.

Proprietary Research

Our analytic process spans various types of securities, including common and preferred stock, warrants and debt securities.

Payment Efficiencies

Maximize tax payment efficiencies by ensuring compliance with tax treaties between the U.S. and other countries.

Assess Exemption Options

Assess the availability of SEC Rule 14d-1(c) relief in connection with a merger or substantiate a company’s Foreign Private Issuer (FPI) status.

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See More Solutions for Global Markets Intelligence

Stock Surveillance

Stock Surveillance

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Shareholder ID

Shareholder ID

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Thought Leadership

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