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Beneficial Ownership Analysis

Learn more about Beneficial Ownership Analysis
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Accurately Identify U.S. and Global Ownership

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.

Learn more about our Beneficial Ownership Analysis solutions
REQUEST INFORMATION

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.

See more of our IR Advisory Solutions

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    Shareholder Identification

    Our in-house analysts and proprietary data sets enhance the efficiency and effectiveness of your IR activities using real-time shareholder intelligence, reporting and advisory support to establish a comprehensive view of your current shareholder base.

    LEARN MORE >

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    Stock Surveillance

    Understand the ''why'' that motivates the investors buying and selling your stock and receive proactive insights and explanations for unexpected shareholder movements.

    LEARN MORE >

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    Activist Advisory

    We align industry-leading experience, data and technology to provide trusted advisory support and reporting on shareholder activist accumulations.

    LEARN MORE >

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    Bondholder Identification

    Gain an accurate, up-to-date, comprehensive understanding of the investors holding your fixed-income securities, including how much they hold and their investment motives.

    LEARN MORE >

Explore more of our integrated suite of IR solutions for corporate issuers

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Investor CRM

Streamline IR activities with BD Corporate, our powerful, easy-to-use workflow solution.
Learn More

Investor Targeting

Identify, target and engage investors who are compatible with your investment story.
Learn More

Perception Analytics

Understand how your investors and analysts perceive your company and what they expect going forward.
Learn More

IR Strategy and Advisory

Get expert guidance and planning for annual strategies, investor days, pre-IPO, M&A, and more.
Learn More

Corporate Governance

Benchmark and report on your ESG performance and target ESG-focused investors.
Learn More
Thought Leadership
Blog Apr 03, 2020

SRD II and the new meaning of Shareholder Identification: Going beyond disclosure

Blog Mar 05, 2020

Evolution in IR: Blink and you miss it

Blog Feb 13, 2020

Malaysian economic growth moderates in Q4 2019

Blog Aug 29, 2019

Monthly GDP Index from Macroeconomic Advisers by IHS Markit for July

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