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Whitepapers

No-Action Letter Citation: Analyzing Excluded Shareholder Proxy Proposals

More than half of all shareholder proxy proposal exclusions allowed by the SEC are based on Rules 14a-8(i)(7) and 14a-8(i)(10), according to research and analysis in our new report.

In this special report, Intelligize’s Rob Peters and Alyson Clabaugh leverage public company filings and SEC correspondence available in Intelligize’s No-Action Letters database to examine and visualize discernible and instructive trends over the last three years in companies’ ability to exclude certain shareholder proposals from proxy materials – particularly those relating to environmental, social and governance (ESG) issues.

Download this special report today to gain more insight into which methods of securing shareholder proposal exclusions through the no-action letter process have proven to be most effective.

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Impact of Revenue Recognition Standards on Public Companies

U.S.-based public companies are choosing the less onerous (but riskier) of two possible methods for complying with new standards for recognizing revenue from customer contracts. Nearly 12 years in the making, the new rules cut across all industries and have been called the regulatory change with the most profound impact on corporate finance since the Sarbanes-Oxley legislation at the start of the century.

In this whitepaper, Intelligize Senior Director, Rob Peters, explores the impact of the new revenue recognition standards on public companies, and the SEC’s approach to enforcing them.

This whitepaper contains:

  • An overview of revenue recognition changes
  • Results from early and standard adopters of the new rules
  • An analysis of the SEC’s response to adopters of the standard

Listen to the January 31, 2019 edition of the “CPA Conversations” podcast to hear more from Intelligize on this topic.

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The Cyber Risk Disclosure Groundswell: Corporate Governance Response in the Specter of SEC Oversight

The threat of cybersecurity breaches has evolved from a matter of “if” to “when” for corporations and government entities around the globe. While more public companies have come forward to disclose cybersecurity as a risk factor in recent years, still less than half (38%) of U.S. public companies cite cybersecurity as a risk factor in their annual and quarterly SEC filings. See what lies ahead, and learn about the consequences of improper – or a lack of – disclosure in our free whitepaper.

This free whitepaper explores the far-reaching effects of cyber breaches, including:

  • Why companies are increasingly reporting cybersecurity as a risk factor
  • Cybersecurity in the Boardroom & the GC’s office
  • Possible SEC guidance on disclosure
  • The possible ramifications of a breach

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The Earnings Call: When Investor Relations Officers Prove Their Worth

The Earnings Call is arguably the single most important point of contact between a public company and the market. A wrong word, phrase or poor explanation could cause your stock price to tumble.  Enter the Investor Relations Officer, the unsung hero of earnings calls.

Intelligize Chief Strategy Officer, Phil Brown, explores the modern earnings call and identifies the sheer volume of information IROs must consider when preparing.

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Understanding Disclosure Effectiveness

The reach of disclosure effectiveness could graze all corners of the business and finance sphere. This whitepaper takes a balanced. insightful look at disclosure effectiveness. considering its immediacy, its roots, and how it is already projected to affect corporations. law firms, accounting firms, and the shareholders who invest in them.

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Special Reports

The Impact of Social, Political and Data Privacy Issues on M&A Transactions

Social, political and privacy issues have become increasingly relevant factors in M&A due diligence, according to research and analysis in our new report.

In this special report, Intelligize’s Rob Peters and Alyson Clabaugh leverage public company filings and transaction documents available in Intelligize’s M&A application to examine and visualize the growing significance of three discrete factors – cybersecurity risk, the #MeToo movement and foreign investments in the United States.

Download this special report today to gain more insight into these representation trends you may need to consider.

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Analysis of Initial Public Offerings for Companies Valued at $1 Billion or Higher

In the process of assembling our inaugural Unicorn IPO Report, we discovered something surprising. We set out to investigate “unicorn” companies, the modern reference to private companies with valuations exceeding $1 billion (our full criteria for what constitutes a unicorn company may be found in the Methodology section of this report). While the number of unicorns has been growing over time, they are named for their scarcity. And they remain rare indeed. As 2019 began, just over 300 of them existed in the world.

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Special Report: Snap Judgment on Non-Voting Shares in an IPO

Non-voting shares are nothing new in the world of capital markets, but never before have they been the security on sale in an IPO. They hadn’t been, that is, until Snap. Inc. sold $3 billion of non-voting shares in a splashy IPO that gave the capital markets industry a welcome reminder of the glory days of old. But much remains unknown about shareholder experience with non-voting shares, leaving open the question of whether Snap’s IPO will, in retrospect, look more like a harbinger of further initial offerings of non-voting shares, or a “fool me once” event that wise investors will steer clear of in the future.

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Analyzing the Fallout from Yahoo’s Cybersecurity Breach

A lot can be learned from how Yahoo reacted to and managed its cybersecurity challenges.

In this special report, Intelligize analyzes:

  • Yahoo’s recent disclosure around the findings of its investigation
  • Details of the various cybersecurity breaches that implicated Yahoo’s management team
  • Ensuing disciplinary actions undertaken against the C-suite and the legal team

Yahoo’s embattled position around exposure to cybersecurity illustrates the ramifications that develop if there are insufficient safeguards and response plans in place in an environment in which cybersecurity risks continue to grow exponentially.

This report explores the wide-ranging impact that easily encompasses M&A deal due diligence, cybersecurity liability insurance, litigation and shareholder reaction.

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