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Shareholder/bond holder ID
 

The highest quality identification available

When conducting a shareholder and bond holder identification, other solicitors may “buy-in” the data they require.  In these cases, the data can contain inaccuracies and inconsistencies, as it is sourced from filing information without directly verifying it with the institutions in question.

Georgeson is different.  Our process is designed to produce data that reliable and complete.

  • We do not “buy-in” the data - we generate all ID information ourselves 
  • Our IDs are based on an evaluation of public data, including filings, media reports and, if available, issuers’ internal data pertaining to ownership.
  •  All ID information is dynamically confirmed via an outreach programme targeted at the relevant institutions. Through this process, we ensure that you have an accurate and transparent view of your shareholder base.
  • We will analyse and present the findings of your ID in-line with your requirements, including geographic breakdowns and categorisation according to investment criteria, in a specially-produced report.

Why Georgeson?

Because of Georgeson’s large footprint in mergers and acquisitions, our methodology is tempered by the need to generate absolutely reliable information.  You can be assured that the data we provide you is accurate and complete.

Next step

For more information on our proxy solicitation services and solutions contact our Business Development team at bd@georgeson.com or your local office