Series 79: 1.3.4. Analysis Of Investor And Shareholder Data

1.3.4. Analysis of Investor and Shareholder Data

While the analysis of any company tends to focus, for obvious reasons, on that company’s operations and financial performance, it is also useful to look at data on the company’s investors and shareholders. Such data are important to review both for client companies and in connection with a comparable companies analysis. This information can be useful for a wide variety of purposes, depending on the type of contemplated transaction.

For example, if