2024

Checkpoints: The Consequences of Crossing Various Ownership Thresholds When Investing

B. Jeffery Bell

In this memorandum, Corporate Services Partner Jeffrey Bell outlines certain considerations associated with the acquisition of different levels of ownership of a U.S. company, including some of the approaches used in determining such "ownership." Topics discussed include Sections 13 and 16 of the Securities Exchange Act of 1934, HSR, and tax and accounting issues.

READ: Checkpoints: The Consequences of Crossing Various Ownership Thresholds When Investing

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