The excitement surrounding an initial or other public offering is matched by the challenge of preparing and filing the financial documents related to the offering. A filing team must first gather and analyze information. The draft prospectus submission is then circulated among the team of attorneys, investment bankers and accountants who will make certain the disclosure adheres to mandated requirements of the Securities and Exchange Commission (SEC).

While the task is complicated, the exacting detail required around disclosure can be intimidating for those unfamiliar with the process. Document management mistakes in particular can slow or stall the process. What would working with a global leader in transaction documentation and workflow do for you?

Selecting Merrill to manage the documents for an initial or secondary offering of equity or debt allows the offering team to concentrate on its areas of expertise without worrying about the details surrounding filing, printing and distribution.

Because our professionals have an average of ten years experience working at all levels of the process, they bring an array of tools, services and real-world experience that speed each step, reduce errors and eliminate repetitive work without sacrificing accuracy or cost-effectiveness.

We guide our clients through the IPO process. We help them create, produce and distribute required information through the correct channels. We work with both hard copy and electronic documents and will output final reports in multiple formats to the right people at the right time. In sum, we are able to manage the process so clients and their advisors can pay attention to their strategic plan while addressing the new challenges unfolding for their organization.