Shareholder Identification

Our Shareholder Identification programs are based on an in-depth knowledge of investors, investment practices and custody regulations in local markets. We tailor each identification report to address our client’s needs. Our methodology and the reliability of our data sources ensure that information provided is accurate and timely, whether for an annual or extraordinary shareholder meeting, the launch of an investor relations program, a friendly transaction or a hostile takeover battle.

We rely on multiple information sources, including public information, company data, global non-objecting beneficial holder reports and direct contact with investors. The identification of beneficial holders is a thorough, multi-layered process, complemented by our excellent relationships with hedge funds and arbitrageurs worldwide. We provide clients with the knowledge necessary to understand and communicate effectively with the appropriate investment and voting decision makers.