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We support Boards, Investor Relations, Company Secretariat, Treasury, and Risk Management functions of over 200 Issuers in five continents and 26 countries. See here for recent clients.

Since the financial crisis we have seen corporates demand better knowledge of who their share and debt holders are as new regulations, greater shareholder accountability, more active voting, and the integration of ESG principles into investment processes have increased the importance of knowing who those shareholders are and what their investment approach might be. Having this knowledge has become a primary enabler of effective investor relations and an early warning sign of potential corporate reputation issues.

Equity and Debt Holder Identification Insight Transaction and Critical Corporate Situations Engagement