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Public Company Analysis Written Exercise

 John Coates   Published: August 2017
Product number:
HLS 15-10
8 Pages
Product Type:
Workshop-Based Case Study

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Public Company Analysis asks participants to prepare a one-page single-spaced profile of the control structure of an assigned company. The exercise is brief enough to be completed in one class period or homework assignment but thorough enough to provide useful research guidance and concrete takeaways for any Corporations class.  The assignment is modeled on the kinds of analyses routinely done by young associates in top law firms at the outset of a matter for a new public company client, such as for a takeover, merger, acquisition, or control contest.  The assignment draws on a model developed by the author from his time in practice, updated to reflect changes in governance since then. 

Learning Objectives

  • To gain expertise in researching SEC filings and company information
  • To explore and understand control structures within US public companies
  • To have students handle primary source documents (charter, bylaws) and practice abstracting, summarizing and analyzing information contained in such documents
  • To give the teacher a base of information that can be used to depict or discuss the range of control structures at US public companies

Subjects Covered

Corporations, Shareholders, Company Control Structures, Takeover Defenses, Corporate Governance


Geographic: United States

Industry: Corporations

Event Year Begin: N/A

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