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Transaction and Compliance Services
Transaction Services
Initial & Secondary Public Offerings
Mergers & Acquisitions
Private Equity
Bankruptcy
HSR Filings
Merrill DataSite (Virtual Deal Rooms)
Compliance Services
Home > Transaction and Compliance Services > Transaction Services

Transaction Services

key benefits

  • Increase efficiency for transaction workflow
  • Leverage a single source solution for financial document management
  • Produce and distribute thousands of documents globally
  • Streamline due diligence via secure virtual deal room

Document workflow experts for complex transactions

Over the past four decades, Merrill Corporation has established a reputation as an outstanding partner to corporations involved in such complex transactions such as an IPOs, mergers or acquisitions, bankruptcies or reorganizations.

One key contribution in this process is our management of the confidential work product that is exchanged among several disparate parties (lawyers, underwriters, internal legal teams, accountants, government agencies, etc.).

Starting with an experienced team of dedicated professionals that oversees composition and editing, electronic filing, production, management and distribution of data, Merrill assists with worldwide access to first-class conferencing facilities, customer service and 24/7 operations to accomplish its clients’ objectives.

Our dedicated staff is experienced in all key transaction types such as:

Merrill professionals have worked on all types of projects and bring to each assignment an array of tools and technologies designed to speed processing, reduce errors and eliminate repetitive work, without sacrificing accuracy or cost-effectiveness. Additionally we offer a virtual data room, Merrill DataSite, for reviewing due diligence documents in a secure, online environment.

Typesetting and EDGAR filing preparation

Merrill composes, edits, electronically files, manages and distributes data in printed or electronic form. We also manage the entire document workflow process, compliant with varying client needs and requirements and eliminating duplicative tasks. In this regard documents may be output in printed or electronic form to meet the standards demanded by particular work teams or filing requirements.

As it pertains to Bankruptcy and Reorganization proceedings, the professionals at Merrill offer fast and accurate production and delivery of documents from ‘first-day pleadings’ through the Plan of Reorganization. We have the capacity to handle any size restructuring and to providing accurate and cost-effective results.

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