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.
Senior Vice President and Chief Technology and Data Officer
21 past transactions
Incentify
Series A in 2025
Incentify, LLC is a company that develops a tax credit and incentives management platform designed to optimize the discovery and management of tax credits and incentives. Based in El Segundo, California, Incentify offers a software-as-a-service platform that centralizes data and documents, provides analytics and reporting tools, and automates compliance and workflow processes. The platform aims to enhance portfolio management by forecasting monetization events and facilitating collaboration while ensuring security. Founded in 2012, the company helps organizations navigate government funds related to employment creation, capital investment, and research, thereby enabling them to maximize their tax considerations and strategic value.
Popp Hutcheson
Acquisition in 2024
Popp Hutcheson's extensive engagement experience and strong reputation in the industry often make us the first choice for many high-profile institutions, managers, and owners. Their clients benefit from their reputation, responsiveness, resources, influence within the industry, firm-sponsored educational seminars, valuation expertise, and the team of professional advocates.
Indigo Consulting Group
Acquisition in 2023
Indigo Consulting Group is a specialized consultancy focused on providing research and development tax relief services for the construction industry. Catering to groundworks, main contractors, and civil engineering sectors, the firm assists clients in securing tax credits, reducing corporate tax liabilities, and obtaining refunds related to R&D initiatives. By streamlining the process of claiming tax benefits, Indigo Consulting Group enables its clients to minimize disruptions in their operations while maximizing their financial returns.
RETC
Acquisition in 2023
RETC specializes in property tax consultancy, assisting investors in identifying and mitigating property tax risks during the due diligence process while also enhancing returns throughout the holding period and post-disposition. The company provides a comprehensive range of services, including bid accuracy, tax projections, capital raise support, and appeal management. Additionally, RETC offers budgeting, reporting, financial management, and broker selection to ensure clients receive tailored support in navigating property tax challenges. By employing advanced appraisal methodologies and underwriting principles, RETC aims to deliver a distinct advantage to sophisticated investors, enabling them to maximize their investment returns through strategic property tax services.
RTC Consulting
Acquisition in 2023
RTC Consulting focuses on preparing claims for tax credit programs related to science and technology. The company assists clients in navigating complex tax computations, specifically in areas such as scientific research and experimental development. By offering services that include tax planning, credit financing, and risk assessment, RTC Consulting helps clients optimize their tax calculations and identify potential technology partners. Through these efforts, the firm has successfully facilitated substantial tax credit refunds and benefits for its clients.
Kane McKenna and Associates
Acquisition in 2022
Kane McKenna and Associates is an independent financial advisory firm focused on providing specialized advice in municipal and economic development finance. The company serves a diverse clientele that includes government entities, private businesses, developers, and financial institutions. By leveraging its expertise in public finance, Kane McKenna and Associates aims to facilitate effective financial strategies that support economic growth and development initiatives.
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 operates a software-as-a-service platform designed to assist companies, municipalities, nonprofits, and other organizations in securing grants, government incentives, and funding. Utilizing advanced technologies and a vast array of data feeds, the platform provides three cloud-based solutions that streamline access to significant government grants, tax credits, and incentives available from North American funding agencies. By offering tools for incentives management and grants management, Fundingportal enables clients, including accelerators, advisory firms, and large enterprises, to navigate the complexities of funding opportunities more effectively.
Catax Group
Acquisition in 2022
CATAX is a provider of tax relief services operating in the UK and Canada. The company focuses on several key areas, including research and development tax credits, capital allowances, patent box tax relief, and the remediation of contaminated land. By offering these specialized services, CATAX helps clients identify opportunities to save and recover taxes, ultimately supporting their financial well-being and compliance with tax regulations.
Marvin F. Poer
Acquisition in 2022
Marvin F. Poer and Company is a commercial real estate firm based in Dallas, Texas, established in 1964. The firm specializes in providing real estate tax, property tax advisory, and complex valuation services. Its offerings include tax planning, compliance services, and analytics tailored to a variety of industries, including business products, consumer products, healthcare, manufacturing, and industrial sectors. In February 2022, Marvin F. Poer was acquired by Ryan, LLC, further enhancing its capabilities and reach in the property tax advisory landscape.
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 specializes in assisting small businesses with government funding by providing expert grant writing services. The company focuses on identifying and securing various government grants, which can be utilized for purposes such as expansion, capital investments, technology adoption, hiring and training, as well as research and development initiatives. With a dedicated team of experienced grant writers, Mentor Works aims to streamline the fundraising process, ensuring that clients can effectively navigate the complexities of obtaining government funds.
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 & Associates
Acquisition in 2021
Burgess Cawley Sullivan is an independent commercial real estate appraisal and advisory firm that specializes in three core areas: commercial real estate appraisal, property tax management and planning, and real estate consulting. The company serves a diverse clientele, including pension funds, banks, property managers, developers, investors, and property owners. By providing expert guidance and tailored services, Burgess Cawley Sullivan helps its clients identify opportunities and enhance the performance of their real estate investments.
Incentify
Corporate Round in 2020
Incentify, LLC is a company that develops a tax credit and incentives management platform designed to optimize the discovery and management of tax credits and incentives. Based in El Segundo, California, Incentify offers a software-as-a-service platform that centralizes data and documents, provides analytics and reporting tools, and automates compliance and workflow processes. The platform aims to enhance portfolio management by forecasting monetization events and facilitating collaboration while ensuring security. Founded in 2012, the company helps organizations navigate government funds related to employment creation, capital investment, and research, thereby enabling them to maximize their tax considerations and strategic value.
S.A.L.T. Payroll Consultants
Acquisition in 2019
S.A.L.T. Payroll Consultants specializes in state and federal payroll tax recovery, focusing on identifying and recovering overlooked payroll tax refunds and savings opportunities for large corporations. Established in 1994 and headquartered in St. Petersburg, Florida, the company employs a team of experienced payroll and employment tax specialists, many of whom have backgrounds in top management roles at major accounting firms. This expertise allows S.A.L.T. Payroll to navigate the complexities of payroll and employment tax laws, which are particularly relevant during mergers, acquisitions, and reorganizations. The firm is dedicated to addressing intricate refund issues that may be missed by other service providers, thus offering comprehensive recovery solutions for Fortune 500 companies across the United States.
Aec Property Tax
Acquisition in 2019
AEC Property Tax is a privately-owned firm that specializes in providing comprehensive property tax services across Canada. The company employs a team of experts, including accredited appraisers, professional engineers, chartered accountants, and former assessment officials, who possess a deep understanding of property assessment and its implications for taxation. AEC Property Tax offers a range of services, including assessment management, appeals and reporting, tax recharge allocations, and tax bill payment and administration. The firm caters to various sectors, including commercial, hospitality, industrial, manufacturing, mining, oil and gas, power, and retail, ensuring tailored solutions to meet the unique needs of each client.
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 company offers specialized services aimed at both retroactive and prospective tax reductions, helping clients navigate the complexities of severance tax regulations. EnerTax Consultants is dedicated to optimizing financial outcomes for its clients in the oil and gas sector.
Second Decimal
Acquisition in 2015
Second Decimal, LLC is a technology company that specializes in providing an integrated suite of software products designed for corporate tax departments. Based in Burlington, Massachusetts, Second Decimal offers several key applications, including CommandPoint for workflow management, PinPoint for tax calculation, ControlPoint for exemption certificate management, and RatePoint for tax rate monitoring. These products aim to enhance accuracy, ensure compliance, and improve overall productivity within tax processes. Serving primarily Fortune 1000 corporations in North America, Second Decimal combines deep tax expertise with innovative technology to streamline operations and mitigate risks. The company was incorporated in 2003 and operates as a subsidiary of Ryan, LLC.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.