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.

G. Brint Ryan

Chairman and CEO

Ravi Shrivastava

Senior Vice President and Chief Technology and Data Officer

21 past transactions

Incentify

Series A in 2025
Incentify, LLC is a technology company that specializes in tax credit and incentives management through its software-as-a-service platform. Established in 2012 and headquartered in El Segundo, California, Incentify offers a comprehensive solution that streamlines the discovery and management of tax credits and incentives. The platform centralizes data and documents, facilitates analytics and reporting, automates compliance and workflow processes, and provides tools for forecasting monetization events. By integrating secure cloud-based technology, Incentify enhances the ability of organizations to manage their tax credit portfolios effectively, ensuring compliance and maximizing strategic value. The company's focus on optimizing credit and incentive management supports employment creation, capital investment, and research initiatives.

Popp Hutcheson

Acquisition in 2024
Popp Hutcheson is a professional services firm specializing in property tax consulting and appeal management. They assist clients, primarily in the real estate sector, to minimize their property tax liabilities. Their expertise spans various property types, including multi-family and student housing, retail and commercial real estate, and healthcare facilities across the United States. The company's strong industry reputation, responsive service, and valuation expertise make it a preferred choice for high-profile clients seeking to optimize their tax obligations.

Indigo Consulting Group

Acquisition in 2023
Indigo Consulting Group is a specialized research and development consultancy focused on the construction sector. The firm provides tax relief consulting services to various clients, including groundworks, main contractors, and civil engineering companies. Indigo Consulting Group specializes in securing tax credits, minimizing corporate tax liabilities, and obtaining refunds related to research and development projects. By offering these services, the company enables its clients to optimize their financial returns while ensuring minimal disruptions to their operations.

RETC

Acquisition in 2023
RETC specializes in property tax consulting, providing comprehensive services to help clients identify and mitigate property tax risks during the due diligence phase, as well as optimize returns throughout the investment lifecycle. The company focuses on delivering tailored solutions that include bid accuracy, tax projections, capital raising support, and various financial management services. Additionally, RETC assists clients with appeals, budgeting, reporting, and cash flow management, ensuring that investors can make informed decisions about broker selection and exit timing. By employing a distinctive approach to property tax law and appraisal methodologies, RETC aims to offer sophisticated investors a competitive advantage in maximizing their investment returns.

RTC Consulting

Acquisition in 2023
RTC Consulting is a firm that focuses on preparing claims for tax credit programs across diverse fields of science and technology. It assists clients in navigating complex tax computations, particularly in the areas of scientific research and experimental development. The company offers services that include tax planning, credit financing, and risk assessment, as well as identifying potential technology partners. By simplifying the claims preparation process, RTC Consulting enables clients to optimize their tax calculations and secure significant refunds and benefits.

Kane McKenna and Associates

Acquisition in 2022
Kane McKenna and Associates is an independent financial advisory firm that specializes in providing municipal and economic development finance advice. The company serves a diverse clientele, including governments, private businesses, developers, and financial institutions. With a focus on public finance, Kane McKenna and Associates offers expert guidance tailored to the unique financial needs of its clients, ensuring effective strategies for economic development and municipal projects.

Paradigm Tax Group

Acquisition in 2022
Paradigm Tax Group is a national consulting firm established in 2004 and headquartered in Dallas, Texas, with over 30 offices across the United States. The firm specializes in property assessment and tax management services for taxpayers of commercial, industrial, multi-residential, and special purpose properties. Its offerings include property tax appeals, due diligence, cost segregation, and fixed asset inventory, all aimed at helping clients reduce their tax burden. The firm is comprised of a highly reputable team of professionals with extensive experience and recognized expertise in municipal assessment and taxation, ensuring that clients receive the highest level of service. Paradigm Tax Group is committed to maintaining confidentiality regarding proprietary property information while striving to provide clients with the lowest possible tax exposure.

Fundingportal

Acquisition in 2022
Fundingportal is a software-as-a-service (SaaS) company that provides a cloud-based platform designed to help organizations secure government grants, incentives, and funding. Utilizing advanced technologies and an extensive network of over 187,000 data feeds, Fundingportal offers comprehensive solutions for grants and incentives management. Its clients include accelerators, advisory firms, municipalities, nonprofits, and large enterprises. By streamlining access to available funding options, Fundingportal empowers its users to navigate the complex landscape of government financial support more effectively. The company's innovative approach positions it as a valuable resource for various stakeholders seeking to maximize their funding opportunities.

Catax Group

Acquisition in 2022
Catax Group is a professional services firm specialising in tax relief recovery for businesses across the UK and Canada. They focus on four key areas: Research & Development (R&D) tax credits, Capital Allowances, Patent Box tax reliefs, and remediation of contaminated land. By assisting clients in these areas, Catax helps them to save and recover significant amounts of tax, contributing to their overall financial health.

Marvin F. Poer

Acquisition in 2022
Marvin F. Poer & Company, established in Dallas, Texas in 1964, was a specialized commercial real estate firm focused on property tax advisory services. It offered expertise in real estate tax valuation, complex solutions, compliance services, and tax planning to diverse industries such as business products services, consumer products services, healthcare, manufacturing, and industrial sectors. The company was acquired by Ryan, LLC. in February 2022.

Macrostie Historic Advisors

Acquisition in 2022
Macrostie Historic Advisors specializes in historic tax credits, providing consulting services to real estate developers and investors involved in the rehabilitation of historic buildings. The firm assists clients in navigating the complex tax application processes, ensuring timely and successful project certification while minimizing design changes. With extensive experience from completing thousands of historic tax credit projects, Macrostie Historic Advisors possesses the expertise and relationships necessary to maximize the financial benefits available to clients, helping them secure additional equity for their projects. The firm's services include historical preservation, architectural design review, and historic tax credit certification, all aimed at facilitating the development and preservation of historic properties.

Mentor Works

Acquisition in 2021
Mentor Works is a company that specializes in government funding writing services for small businesses. It focuses on optimizing processes and resources to streamline the fundraising experience. The company employs a team of experienced grant writers who assist clients in identifying and securing government grants. Mentor Works aims to provide financial support for various business needs, including expansion, capital investments, technology adoption, hiring and training, as well as research and development initiatives. By guiding clients through each stage of the funding process, Mentor Works helps small businesses access the resources necessary for growth and innovation.

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 is a business that provides critical property tax data services across thousands of jurisdictions in the United States. It specializes in developing software for industries such as utilities, telecommunications, manufacturing, retail, and oil & gas, aiming to digitize the property tax process and enhance efficiency.

Burgess, Cawley, Sullivan & Associates

Acquisition in 2021
Burgess, Cawley, Sullivan & Associates is an independent commercial real estate appraisal firm that offers a range of advisory services. The company specializes in three main areas: commercial real estate appraisal, property tax management and planning, and real estate consulting. It serves a diverse clientele that includes pension funds, banks, property managers, developers, investors, and property owners. By providing expert insights and strategic guidance, the firm enables its clients to capitalize on opportunities and optimize their returns on real estate investments.

Incentify

Corporate Round in 2020
Incentify, LLC is a technology company that specializes in tax credit and incentives management through its software-as-a-service platform. Established in 2012 and headquartered in El Segundo, California, Incentify offers a comprehensive solution that streamlines the discovery and management of tax credits and incentives. The platform centralizes data and documents, facilitates analytics and reporting, automates compliance and workflow processes, and provides tools for forecasting monetization events. By integrating secure cloud-based technology, Incentify enhances the ability of organizations to manage their tax credit portfolios effectively, ensuring compliance and maximizing strategic value. The company's focus on optimizing credit and incentive management supports employment creation, capital investment, and research initiatives.

S.A.L.T. Payroll Consultants

Acquisition in 2019
S.A.L.T. Payroll Consultants is a specialized firm focused on recovering unidentified payroll tax refunds and savings for Fortune 500 companies. Established in 1994 and based in St. Petersburg, Florida, the company excels in addressing complex refund issues that may be overlooked by other service providers. It employs a team of experienced payroll and employment tax specialists, many of whom have been recruited from senior roles at major accounting firms. This expertise encompasses a thorough understanding of the intricate federal and state payroll tax laws, particularly as they relate to mergers, acquisitions, and reorganizations. S.A.L.T. Payroll Consultants is dedicated to maximizing tax recovery and ensuring compliance for its clients through comprehensive payroll and unemployment tax recovery services across the United States.

Aec Property Tax

Acquisition in 2019
AEC Property Tax is an independent, privately-owned firm specializing in comprehensive property tax services. The company is staffed by a team of professionals, including accredited appraisers, engineers, accountants, and former assessment officials, who possess a deep understanding of the complexities of real property assessment and its implications for taxation. AEC Property Tax offers a range of services, including assessment and appeals, tax recharge allocations, and tax bill payment and administration. Its clientele spans various sectors across Canada, including commercial, hospitality, industrial, manufacturing, mining, oil and gas, power, and retail, demonstrating the firm's capability to address diverse property tax needs.

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. is a consulting firm that focuses on reducing severance tax liabilities for oil and gas producers, including exploration and production companies. The firm offers expert services tailored to help clients navigate both retroactive and prospective severance tax challenges. By leveraging their specialized knowledge in this area, EnerTax Consultants aims to optimize tax outcomes for their clients, ensuring compliance while minimizing financial burdens associated with severance taxes.

Second Decimal

Acquisition in 2015
Second Decimal, LLC is a technology company specializing in software solutions for corporate tax departments. Founded in 2003 and based in Burlington, Massachusetts, the company provides an integrated suite of applications designed to enhance workflow efficiency, tax calculation accuracy, and exemption certificate management. Its flagship products include CommandPoint, which helps organizations analyze and optimize their processes; PinPoint, a tax calculation engine that ensures compliance and mitigates risk; ControlPoint, for managing exemption certificates; and RatePoint, a solution for tax rate lookup and monitoring. Serving Fortune 1000 corporations in North America, Second Decimal combines expertise in tax and technology to deliver tools that improve productivity and accuracy in tax-related operations. As of 2015, Second Decimal operates as a subsidiary of Ryan, LLC.
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