Ryan

Ryan is a leading global tax services firm headquartered in Dallas, Texas, recognized for its exclusive focus on business taxes. As the largest firm dedicated to indirect tax in North America and the sixth largest for corporate tax in the United States, Ryan offers a comprehensive suite of services that includes tax recovery, consulting, compliance, audit defense, and strategic planning across various jurisdictions. The firm is committed to providing world-class client service, evidenced by its multiple International Service Excellence Awards. With a team of over 2,500 professionals, Ryan serves more than 14,000 clients in over 50 countries, including many prominent Global 5000 companies.

Ravi Shrivastava

Senior Vice President and Chief Technology and Data Officer

10 past transactions

Mentor Works

Acquisition in 2021
Provider of government funding writing services catering to small businesses. The company specializes in finding and securing government fungrants and grant, providing its clients with funds for expansion, capital and tech adoption, hiring and training, research and development opportunities.

PS Johnson

Acquisition in 2021
PS Johnson specializes in prosecuting property tax appeals for corporate clients, negotiating tax issues with municipalities, and resolving property tax issues.

PTX Tech

Acquisition in 2021
PTX Tech specializes in providing a comprehensive suite of products that deliver critical property tax data from numerous taxing jurisdictions across the United States. The company has developed tax filing software designed to serve various industries, including utilities, telecommunications, manufacturing, retail, and oil and gas. PTX Tech's platform focuses on digitizing the property tax process, streamlining workflows, and addressing inefficiencies. By transforming property tax into a value-driver, PTX Tech helps clients navigate the complexities of property tax management, ultimately enhancing their operational efficiency.

Burgess Cawley Sullivan

Acquisition in 2021
BCS Real Estate is an independent commercial real estate appraisal company. BCS Real Estate is a full service real-estate advisory company. We have three areas of focus: commercial real estate appraisal, property tax management & planning, and real estate consulting.

Incentify

Corporate Round in 2020
Incentify is a Silicon Beach based SaaS technology dedicated to the full lifecycle of enterprise Tax Credits and Incentives (C&I) portfolios. Architected to reflect the immense complexity and importance of the asset, Incentify creates a virtual office not only for the corporate tax department's function in C&I, but also finance, real estate, HR, government affairs, and the executive leadership. From discovery and compliance to monetization and audit - Incentify is the world’s most powerful C&I platform. In less than one year of commercial availability, Incentify clients have moved more than $22B in C&I onto the platform for management resulting in more than 200,000 new jobs, more than 1M tons of CO2 diverted, and approximately $10B in local government impact. These statistics represent the tremendous impact of C&I both on business and government interests. We are a mission driven company. That means we not only believe in the power and importance of C&I as an asset to businesses, but to society itself as well. That's why we are actively working to correct the dangerously inaccurate stories that pollute so many news outlets regarding C&I. We believe that the future of our world depends on the cooperation between big business and government. No single piece of practical macro-economics more embodies that union than C&I. And no technology better serves C&I than Incentify.

S.A.L.T. Payroll Consultants

Acquisition in 2019
S.A.L.T. Payroll is a state and federal payroll tax recovery specialist focused on recovering unidentified payroll tax refunds and savings opportunities for Fortune 500 companies. It pursues and captures the more complex refund issues that are often overlooked by other service providers. The Company is comprised of experienced payroll and employment tax specialists, including talent recruited from top management positions at major accounting firms. The team possesses extensive legal and accounting experience that enables it to fully understand the complexities and implications of the payroll and employment tax laws - both state and federal – that have an impact on mergers, acquisitions, and reorganizations. S.A.L.T. Payroll was founded in 1994 and is based in St. Petersburg, Florida.

Aec Property Tax

Acquisition in 2019
AEC Property Tax is an independent privately-owned firm that is made up of property tax, assessment management and valuation professionals. Our staff includes accredited appraisers, professional engineers, chartered accountants, chartered business valuators, certified cost technicians and former assessment officials who understand the blend of art and science that defines real property assessment and its impact upon realty taxation.

VAT System

Acquisition in 2018
Founded in 2004, VAT Systems is an international group of companies that acts as a one-stop shop for all international taxation issues in more than 30 countries, including VAT compliance, VAT recovery, excise taxes, customs, foreign payroll, and foreign permanent establishments. Headquartered in Paris, France, it operates in Europe and around the world through its subsidiaries and international network of local tax specialists.

EnerTax Consultants

Acquisition in 2015
EnerTax Consultants, L.P. specializes in reducing Severance Tax liabilities for oil and gas producers.

Second Decimal

Acquisition in 2015
Second Decimal is a technology company that transforms corporate tax departments through an innovative approach and design that combines the power of tax expertise and technology. Second Decimal infuses the intellectual capital of the most seasoned tax and technology experts in the industry with a suite of intuitive and powerful software applications that exponentially improve accuracy, productivity, and processes.
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