Going Beyond: Ownership Intelligence

The Importance of Institutional Ownership Intelligence in M&A Transactions

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  • Head shot of George Rubis Senior Vice President & Head of Investor Intelligence
    Senior Vice President & Head of Investor Intelligence

    The majority of his career from 1998 to 2020 was spent on buy-side holding various Portfolio Manager and sector head positions for hedge funds and investment banks investing in utilities, MLPs, E&Ps, refiners, industrials, logistics, and alternative energy companies.

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With Alliance Advisors Going Beyond research series, we bring to the forefront pivotal discussions and content that are shaping the world of Corporate Governance, Executive Compensation, ESG, Shareholder Activism, Retail Outreach and M&A.

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