Checkpoints: The Consequences of Crossing Various Ownership Thresholds When Investing

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 and other securities law factors, Hart-Scott-Rodino Act (HSR) provisions, and tax and accounting issues.

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