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The Merrill Blog

Get the latest updates and insights around complex content management, regulatory disclosure and compliant communications.

  • 12/06/2018

    Video

    The DAK Group Experience: How Merrill DatasiteOne helped the firm streamline their due diligence process

    M&A, Reorganizations & Exchanges | Due Diligence | Merrill DatasiteOne®

    We recently caught up with Ari Fuchs, Director at The DAK Group, to ask about his experience with Merrill DatasiteOne. Hear what he has to say.

     

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  • 11/08/2018

    Blog

    Navigate use cases of DatasiteOne in Japan

    M&A, Reorganizations & Exchanges | Due Diligence | IPO & Equity Offerings | Merrill DatasiteOne®

    Ryusuke Okada, Director and Managing Executive Officer of Takara Printing Co., Ltd. in Japan, spoke with Merrill recently and shared how Merrill DatasiteOne offers outstanding features, making it much more than a basic VDR. Hear how Takara discovered many potential use cases for DatasiteOne, apart from being an important solution for M&A for their customers.

     

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  • 11/07/2018

    Blog

    IFRS Foundation Proposes Updates to IFRS Taxonomy

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | XBRL & Edgar Filing | Merrill Bridge®

    The IFRS Taxonomy 2018 is changing. The IFRS Foundation has proposed updates to the taxonomy and has made the changes available to the public for comment.

     

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  • 11/01/2018

    Blog

    Intuitive technology and online tools are moderinizing Merrill Bridge service delivery.

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | XBRL & Edgar Filing | Merrill Bridge®

    Continued market adoption of the Merrill Bridge disclosure management platform is impacting customer expectations around access to service and subject matter expertise. Learn how the Merrill team has adapted and opened up new on-line channels, including the Merrill Bridge Community, to meet those evolving expectations.

     

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  • 11/01/2018

    Blog

    Texas Groundview: Private Equity Hold 'em

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne® | Merrill DataSite®

    Find out why energy deals are so data-intensive and more in this installment of our Groundview series, which provides local takes on the M&A and due diligence market from senior Merrill representatives. In this blog, Nicholas Renter discusses the state of the Texas M&A market, new mineral trends, and some of the quirks of conducting due diligence in the energy sector.

     

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  • 11/01/2018

    Blog

    Keeping today’s filers ahead of tomorrow's SEC disclosure requirements. Customer-centric product development in an agile world.

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | XBRL & Edgar Filing | Merrill Bridge®

    The SEC is modernizing, and with this we are seeing increasingly complex filing requirements that the Merrill Bridge Product Development team must integrate into the Merrill Bridge platform.

     

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  • 10/31/2018

    Blog

    To DueDiligence2022 and beyond: How changes in technology will impact ‘the deal’

    M&A and Related Activities | Due Diligence | Fundraising | Merrill DatasiteOne®

    Whether M&A is part of an organisations growth strategy or is taking place as a one-off transaction, the pressure to be efficient in deal-making is forcing companies to look for new ways to manage the due diligence process. Many are using technology and new project management techniques to manage the due diligence process in an organised, smart way so that they can focus on what really matters—running their business. Due diligence has evolved and improved thanks in large part to the advance of technology and digitisation. But if today due diligence is more advanced and efficient than in the past, how much more advanced and efficient could the process be in the future?

     

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  • 10/23/2018

    Blog

    SEC Draft Strategic Plan Focuses on Technology’s Impact

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | XBRL & Edgar Filing | Merrill Bridge®

    SEC’s draft strategic plan for 2018-2022 reiterates a commitment to modernizing financial reporting in ways that improve investors’ ability to make informed decisions.

     

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  • 10/17/2018

    Blog

    Is FIRRMA the next GDPR? And 7 other takeaways from our October 4 TMT panel

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne®

    “Transactions that involve cross border and CFIUS issues are going to cost more, they are going to extend the regulatory approval cycles and it will keep the lawyers busy,” Jim Ackerman, Vice President of Corporate Development for Flex Ltd, predicts during our Merrill Insight Video panel Hot or Hype? Trends in Technology M&A. Here are 7 other top takeaways from our October 4 live-video panel.

     

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  • 10/04/2018

    Blog

    NY Groundview: Bill's Top 4 Diligence hacks

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne®

    Merrill knows how important local expertise is - that's why we have representatives in offices throughout North America. In this series, we ask our top representatives what local-specific M&A issues they're hearing about. Bill Polese gives his view of common diligence pain points in the New York corporate market and local M&A trends he's seeing.

     

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  • 09/24/2018

    Blog

    Merrill DatasiteOne enables a financial advisor in Japan to take deal-making to a whole new level

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne®

    Yoichi Arai, Representative Director of Hongo Tsuji Business Consulting in Japan, spoke with Merrill recently and shared how DatasiteOne exceeds his expectations.

     

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  • 09/24/2018

    Blog

    IFRS Foundation provides digital tagging of Illustrative Examples

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | XBRL & Edgar Filing | Merrill Bridge®

    SEC filers that submit IFRS financials should take note that the IFRS Foundation has published digital tagging of the IFRS Illustrative Examples.

     

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  • 09/19/2018

    Blog

    Painting a vision for insight and analytics in due diligence technology

    M&A and Related Activities | Due Diligence | IPO & Equity Offerings | Merrill DatasiteOne®

    When we launched Merrill DatasiteOne and established a new dimension for applications that address the due diligence phase in a transaction, we were stunned by the state of reporting and analytics amongst virtual data room providers.

     

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  • 09/19/2018

    Blog

    You're in control: Intuitive service tools empower seamless due diligence

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne®

    Because of DatasiteOne’s intuitive interface, we can quickly onboard clients to the new application. Our introductory planning calls/demos are taking less time and we’re even seeing a decline in the number of requested onboarding calls. This means clients are getting started quickly without a significant learning curve.

     

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  • 09/19/2018

    Blog

    Fast. Simple. Secure. Unlocking productivity in M&A due diligence ​

    M&A and Related Activities | Due Diligence | Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DatasiteOne®

    Thanks to a revolutionary architecture, DatasiteOne’s project engineers and development team are moving faster than ever, rapidly creating and delivering new features and functions that unlock productivity across the due diligence lifecycle.​

     

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  • 09/14/2018

    Blog

    Merrill Insight™ | 5 ways AI is shaking up the job market (and how to use it to your advantage)

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne® | Merrill DataSite®

    “AI is a lot like the Iron Man suit – it takes a human and makes them more powerful,” says Joanna Riley in this interview discussing how artificial intelligence (AI) is fundamentally changing the way companies identify and recruit talent – and what it means for job seekers.

     

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  • 09/14/2018

    Blog

    SEC begins checking for XBRL errors

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | XBRL & Edgar Filing | Merrill Bridge®

    The SEC has become increasingly aware of errors in XBRL tagging and, apparently, it is starting to push back. The SEC will be checking for errors and notifying filers when their submissions have possible XBRL tagging issues.

     

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  • 09/05/2018

    Blog

    Merrill Insight™ | 9 things would-be venture capitalists should know

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne®

    Shruti Gandhi, founder and managing partner at Array Ventures, joines Merrill Insight Audio for a podcast focused on on investments in big data, tech trends and the excitement of venture capital. Array was founded three years ago, and just sold one of its first investments in a fraud-prevention technology called Simility, to Paypal for $120m cash.

     

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  • 08/31/2018

    Blog

    Buzzed out? Real life impact of AI, big data and machine learning

    M&A and Related Activities | Due Diligence | Merrill DatasiteOne®

    Listen to business technology expert Shruti Gandhi, co-founder of Array Ventures, describe the real-world applications of tech buzzwords like artificial intelligence.

     

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  • 08/30/2018

    Blog

    Navigating New Developments in Financial Reporting

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | XBRL & Edgar Filing | Merrill Bridge®

    The pace of regulatory developments in financial reporting has accelerated significantly. Proper handling of these accounting and reporting changes is a key factor in the effectiveness of a company’s external financial reporting function.

     

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  • 08/22/2018

    Blog

    The key to modernization - separating core from context

    Healthcare Member Communications | Merrill Connect®

    One companies modernization journey lead to a 78% reduction in fixed costs utilizing Merrill Corporation to outsource their non-core processes.

     

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  • 08/22/2018

    Blog

    View from the Bay: trend-spotting in M&A's epicenter

    Due Diligence | M&A and Related Activities | Merrill DataSite® | Merrill DatasiteOne®

    West Coast technology remains the epicenter of upcoming deal activity, according to the latest Deal Drivers. But what are the local topics Bay Area deal-makers are discussing? Merrill DataSite Senior Director Shelle Martin discusses what she's hearing on the ground.

     

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  • 08/17/2018

    Blog

    Suit and Tie

    M&A, Reorganizations & Exchanges | Due Diligence | Merrill DataSite® | Merrill DatasiteOne®

    Prospects often ask, “Why do we need services like DatasiteOne? Don’t FTP protocols work well, or even other lower end Virtual Deal Room providers get the same job done?"

     

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  • 08/07/2018

    Blog

    Audit Committee Involvement with non-GAAP Measures

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | Merrill Bridge®

    The SEC’s Wesley Bricker recently discussed the role audit committees play in ensuring the integrity of financial reporting, especially when using non-GAAP financial measures.

     

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  • 08/03/2018

    Blog

    A day in the life of Merrill Service: Meet Caroline

    Due Diligence | IPO & Equity Offerings | Merrill DatasiteOne® | Merrill DataSite®

    Meet DatasiteOne project manager Caroline Garrido; our gym loving, passionate dedicated Merrill Service team member who support clients through their due diligence process.

     

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  • 07/31/2018

    Blog

    Small, medium or large? Ask these 6 questions to find out what’s right for you.

    Due Diligence | Merrill DatasiteOne®

    One of the questions professionals ask throughout their career is what are the differences between working at a small, medium or large shop. Ultimately, however, the most important thing in deciding where to take your career is understanding how your own personality and work preferences should guide your choice of employer size.

     

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  • 07/25/2018

    Blog

    Record deal values come in a world full of contradiction

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | Due Diligence | Merrill DatasiteOne® | Merrill DataSite®

    Global M&A activity reached unprecedented new heights in the first half of 2018 -- an H1 record US$1.93trn, more than a 25% jump YoY. Those eye-popping numbers were fueled, in part, by Takeda Pharmaceutical’s US$79.7bn acquisition of Shire, Cigna’s US$67.8bn takeover of Express Scripts, and T-Mobile’s US$58.9bn deal for Sprint.

     

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  • 07/23/2018

    Blog

    Home Healthcare Services provide an enticing opportunity during healthcare boom

    Due Diligence | Regulatory Disclosure | Regulatory Disclosure for Corporations | Contract Management | IPO & Equity Offerings | Merrill DatasiteOne® | Merrill DataSite®

    The healthcare sector is currently one of the busiest in the IPO market because a robust 84% of Fortune 50 companies are currently involved in healthcare. That means there is plenty of ripe opportunity for savvy dealmakers and investors. Our recent webinar, Merrill Insight™ Video: Healthcare Spotlight, Merrill Corporation talked to a global panel of experts and polled dealmaking professionals on key topics.

     

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  • 07/20/2018

    Blog

    M&A to become 3D chess game, head of Lazard shareholder advisory says

    Due Diligence | M&A and Related Activities | Regulatory Disclosure | Regulatory Disclosure for Corporations | Merrill DatasiteOne® | Merrill DataSite®

    Shareholder activism is going mainstream, and even mid-performing companies need to be prepared. Preparation is no longer a poison pill; however, instead it's deep understanding of avenues of attack and a willingness to work with shareholders and not against them.

     

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  • 07/18/2018

    Blog

    Innovation and deal acceleration in Africa in 2018

    Due Diligence | M&A and Related Activities | Merrill DatasiteOne® | Merrill Bridge®

    African M&A has been characterised by political risk and allegations of fraud over the past 18 months resulting in a slow year for M&A deals across the region. Instability, lack of regulatory clarity and weak economic fundamentals in the continent’s biggest markets worked to limit investor confidence. However, in 2018 the tides are changing and M&A in Africa is likely to see a different story.

     

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  • 07/17/2018

    Blog

    Merrill Sales – Transforming a 50-Year Old Company from the Front

    Due Diligence | IPO & Equity Offerings | Merrill DatasiteOne®

    Merrill Corporation is transforming, from its technology to its sales team -- and Selling Power magazine shares the full story in its July 2018 issue.

     

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  • 07/17/2018

    Blog

    SEC Cybersecurity Disclosures: Podcast with John Beckman from Hogan Lovells

    Regulatory Disclosure | XBRL & Edgar Filing | Merrill Bridge®

    Cybersecurity disclosure should be woven throughout a company’s ongoing reporting. Diligent and transparent disclosure is key to inform investors and the market. John Beckman, from Hogan Lovells shares his expertise and practical advice in our recent podcast.

     

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  • 07/09/2018

    Blog

    Inline XBRL approved for mutual fund filers

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Connect®

    On June 28, the SEC voted 4 to 1 in favor of mandatory Inline XBRL tagging for mutual funds and ETFs, phasing in the requirement over the next three years. What does this mean for open-end investment companies?

     

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  • 07/03/2018

    Blog

    Listing on the HKSE - fad or future?

    M&A, Reorganizations & Exchanges | Due Diligence | Merrill DataSite® | Merrill DatasiteOne®

    Following the loosening of listing criteria on the Hong Kong Stock Exchange, a number of US and Asia companies are talking to advisers about raising capital and gaining more visibility. Learn more by listening to our panelists discuss during our recent Healthcare M&A Video.

     

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  • 07/02/2018

    Blog

    Shareholder activism, an NYC rooftop and DatasiteOne

    M&A, Reorganizations & Exchanges | Merrill DataSite® | Merrill DatasiteOne®

    Guests mingled on a perfect NYC summer night for the NYC DatasiteOne product launch event June 21st. Prior to moving to the rooftop, clients listened to Pulitzer Prize winner Dennis Berman interview Jim Rossman, head of Lazard's activist shareholder division, about how company's can best prepare for shareholder activists.

     

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  • 06/29/2018

    Blog

    What policies can increase antibiotics investment and why does it matter?

    M&A, Reorganizations & Exchanges | Due Diligence | Merrill DataSite® | Merrill DatasiteOne®

    The live audience from our recent healthcare video sent in some really great questions. Kimberly Ha, one of our panelists, answers one of them on how to stimulate antibiotic R&D research, in this blog.

     

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  • 06/28/2018

    Blog

    BriaCell’s Williams answers your biotech investment questions

    M&A, Reorganizations & Exchanges | IPO & Equity Offerings | Due Diligence | Merrill DataSite® | Merrill DatasiteOne®

    Dr. Bill Williams, CEO of BriaCell Therapeutics, discusses funding immunotherapy, why Biopharma is outperforming all other VC sectors and what's contributing to the returns.

     

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  • 06/28/2018

    Blog

    SEC Mandates Inline XBRL

    Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | Merrill Bridge®

    The SEC adopted rule amendments that require operating companies to submit financial statements in a new reporting format - Inline XBRL. The requirements will be phased-in from 2019 to 2021.

     

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  • 06/27/2018

    Blog

    Robust global growth, plenty of capital, stabilizing geopolitics gives buyers confidence

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | Due Diligence | Merrill DatasiteOne®

    M&A dealmaking totals tallied US$1.69trn for the first five months of the year, thanks in part to a strong May where deal value jumped 82.2% YoY. May's top transaction, by value, was Japanese pharma company Takeda purchasing Irish drugmaker Shire for US$79.7bn. Heading into the summer, M&A is filled with a sense of optimism.

     

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  • 06/26/2018

    Blog

    Almirall's Sabé on critical thinking, corporate challenges and why he left banking

    M&A, Reorganizations & Exchanges | IPO & Equity Offerings | Due Diligence | Merrill DataSite® | Merrill DatasiteOne®

    As part of our ongoing Merrill Insight™ conversations with senior M&A professionals, we interviewed Jordi Sabé, SVP Corp Dev at Almirall, about his career.

     

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  • 06/25/2018

    Blog

    Keeping ahead of the due diligence regulatory storm

    Regulatory compliance continues to be an ongoing concern for many companies. This is especially true for compliance departments at banker/advisor organizations where even the hint of impropriety between the deal side of the business, and the trading side of the business, can earn the ire of federal regulators that are on the lookout for unethical business practices. Two new data room technology tools assist with the challenge of ensuring recordkeeping compliance with SEC regulations during your M&A transactions.

     

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  • 06/20/2018

    Blog

    FASB staff issues two XBRL implementation guides

    XBRL & Edgar Filing | Merrill Bridge®

    SEC registrants must understand two new FASB Taxonomy Implementation Guides, to ensure they communicate information properly when submitting XBRL-tagged financials.

     

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  • 06/18/2018

    Blog

    Merrill returns to Chestertons Polo in the Park

    On Saturday 9th June, Merrill Corporation hosted over 200 guests at one of our flagship yearly events. For the 8th year running, we returned to West London’s historic Hurlingham Park in Fulham, host to the largest and certainly most fun polo tournament in Europe.

     

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  • 06/14/2018

    Blog

    Cracking the code: increasing digital opt-ins

    Healthcare Member Communications | Merrill Connect®

    Smart tactics and examples to increase your digital opt-in rates.

     

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  • 06/06/2018

    Blog

    Inline XBRL – the standard for digital financial reporting

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Financial regulators from the United States and Europe have settled on the same format for digital financial reporting – Inline XBRL. There will likely be additional implementations of Inline XBRL by regulators in other jurisdictions, increasing the efficiency of consuming financial data.

     

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  • 05/30/2018

    Blog

    Eliminating document language barriers in M&A due diligence

    M&A and Related Activities | Capital Transactions | Due Diligence | Financial Services Marketing & Communications | M&A, Reorganizations & Exchanges | Intellectual Property Management | Portfolio Management | IPO & Equity Offerings | Merrill DatasiteOne®

    Merrill DatasiteOne now features multiple language OCR and search, helping reduce the risks and stresses of comprehensive due diligence. Already, 12% of projects in DatasiteOne include two or more administrators working in different countries, making multiple language OCR and search a vital new tool.

     

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  • 05/24/2018

    Blog

    Megadeals are heating up, just in time for summer

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | Due Diligence | Merrill DatasiteOne®

    This year has started with a spate of megadeals — and the pace of these mammoth combinations only quickened last month. Private equity and international M&A both had a lackluster month, but M&A value in 2018 remains on track to nearly match the highest amount ever, US$3.87tn, reached in 2015.

     

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  • 05/23/2018

    Blog

    Tagged Financials Impacted by Revenue Recognition Standard

    Regulatory Disclosure for Corporations | Merrill Bridge®

    U.S. GAAP SEC filers need to change their XBRL tagging due to the new revenue recognition standard (ASC 606). Awareness of the changes, which will be sizeable for many companies, is key to properly creating the XBRL financials.

     

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  • 05/22/2018

    Blog

    Top takeaways from our latest Merrill Insight™ Video

    M&A and Related Activities | Merrill DataSite® | Merrill DatasiteOne®

    What do dealmakers really think about GDPR, leverage ratios and how to get a good ROI? Find out what our 600-strong live global audience said about the M&A market outlook, leverage ratios, ROI and GDPR during our private equity-focused webinar Merrill Insight™ | Mining Opportunity, Navigating Risk.

     

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  • 05/10/2018

    Blog

    Observations from Initial IFRS XBRL Filings to the SEC

    XBRL & Edgar Filing | Regulatory Disclosure | Regulatory Disclosure for Corporations | Regulatory Disclosure for Investment Management Companies | Financial & Regulatory Disclosure | Merrill Bridge®

    SEC Foreign Private Issuers (FPIs) that use IFRS have filed the first wave of XBRL financial statements. Now's the time to reflect on what occurred – from the perspective of a filer, a standard setter and a regulator.

     

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  • 05/03/2018

    Blog

    Deal value highest of any Q1 on record, cross-border value dip warrants caution

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | Due Diligence | Merrill DatasiteOne®

    Multiple megadeals results in chart-topping deal value and strong growth on the domestic front comes at the expense of cross-boarder value. Plus, private equity has been charging ahead with buyers increasingly super-sizing acquisitions and historic US tax-cuts keeps North America as the top destination for deals.

     

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  • 05/01/2018

    Blog

    Disruptive Technology: 4 trends uncovered at Merrill DatasiteOne launch event

    M&A and Related Activities | Capital Transactions | Due Diligence | Financial Services Marketing & Communications | Merrill DatasiteOne®

    Rory Cellan-Jones, a technology journalist for BBC News, was our headline speaker at our recent London-based launch events for our new application for due diligence, Merrill DatasiteOne. He was our headline speaker and unveiled to the invitation-only audience the four tech trends that have proven to continually disrupt fast-growing technologies.

     

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  • 04/25/2018

    Blog

    7 ways to improve deal success

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | IPO & Equity Offerings | Due Diligence | Merrill DatasiteOne®

    In the M&A world, saying integration is critical to a successful deal outcome is a bit like saying the sky is blue. But when asked how to turn common wisdom into practice many dealmakers draw a blank.

     

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  • 04/24/2018

    Blog

    GDPR Readiness Survey 2018

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | IPO & Equity Offerings | Due Diligence | Merrill DatasiteOne®

    The EU General Data Protection Regulation comes into force in May 2018 with a wider scope and higher penalties than existing data protection legislation. Many businesses have yet to assess their compliance with the new GDPR rules.

     

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  • 04/24/2018

    Blog

    DatasiteOne. Update One. Dashboard One.

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DatasiteOne®

    Historically, due diligence professionals have relied on downloadable reports with additional spreadsheet manipulation to understand deal status. The Merrill DatasiteOne dashboard provides this data out of the box and in a graphically enticing format.

     

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  • 04/20/2018

    Blog

    6 GDPR compliance items Merrill helps you to check off your list

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | IPO & Equity Offerings | Due Diligence | Merrill DatasiteOne®

    Although the responsibility for your organisations’ GDPR compliance lies with your business, choosing a provider that helps you to check off some the regulatory boxes saves you time and worry.

     

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  • 04/19/2018

    Blog

    Consumer sector continues to grow in strength, bucking trend of general decline

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DatasiteOne®

    North America contributed 45% of global deal value in February 2018, boosted by General Dynamics's purchase of CSRA, Inc. The consumer sector was second to Energy, Mining & Utilities, but the nearly 15% market share is a strong bounce back from the general decline the industry's share last year. The value of cross-border deals dropped YoY, while domestic deal value surged.

     

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  • 04/11/2018

    Blog

    Merrill Insight™ | Warshaw’s Czepiel on Secrets of Successful Dealmaking

    Due Diligence | IPO & Equity Offerings | Regulatory Disclosure for Corporations | Merrill DatasiteOne®

    Starting at Skadden Arps when M&A was a relatively new and growing practice area, Lori Anne Czepiel was often the only woman on the deal team. In this Q&A, Lori Anne tells us how she navigated her early years as a M&A lawyer, best practices for dealmakers and the advantages of serving the middle-market.

     

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  • 04/10/2018

    Blog

    What's the Big SaaS Deal? 4 Ways our New Merrill DatasiteOne Platform Impacts your Day-to-Day

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DatasiteOne®

    This March, two major Software-as-a-Service (SaaS) events hit the M&A world. Salesforce snapped up SaaS integration provider MuleSoft for $6.5B and Merrill Corporation announced the launch of Merrill DatasiteOne, the first SaaS application for due diligence.

     

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  • 04/05/2018

    Blog

    Four takeaways from our Merrill Insight Insurance Spotlight: Infographic

    M&A and Related Activities | Merrill DataSite®

    More than 300 insurance professionals recently attended a webinar focused on insurance M&A for the year ahead, answering four polling questions along the way. We’ve compiled their responses into a single infographic.

     

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  • 04/04/2018

    Blog

    6 Things to Consider when Transitioning Mandated Communications to Digital

    Healthcare Member Communications | Healthcare | Merrill Connect®

    With the recent CMS ruling in favor of electronic posting of documents such as the Evidence of Coverage (EOC), it is important that you don’t compromise accessibility and compliance when transitioning such programs to digital. If it isn’t done correctly a lot is at stake, ultimately impacting your Star ratings. Here are six things to consider when transitioning your mandated communications to digital. 

     

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  • 03/30/2018

    Blog

    6 ways to impress your boss

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DatasiteOne®

    In the cut-throat world of M&A, your data room provider can make an outsized impact on deal success. Pick Merrill DatasiteOne and be a stand-out. 

     

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  • 03/28/2018

    Blog

    7 ways to win a deal besides price

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DatasiteOne®

    With the recent launch of our new Merrill DatasiteOne due diligence app, we’ve been thinking hard about other ways dealmakers can gain a competitive edge in today’s frothy market. Here’s what US and EMEA M&A experts told us about how they’re navigating the tricky shoals of demanding sellers and high deal valuations.

     

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  • 03/13/2018

    Blog

    Making a Difference with 508 Accessibility

    Healthcare Member Communications | Healthcare | Merrill Connect®

    This month, let's focus on the ability component of 508 accessibility. It easily describes a clear goal: the ability to make a difference in a person's life. In short, providing everyone the ability to read, understand and reference health coverage details and member communications.

     

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  • 03/12/2018

    Blog

    Merrill Insight™ │ Insurance Sector Webinar Playback

    Healthcare | Healthcare Member Communications | M&A, Reorganizations & Exchanges | M&A and Related Activities | Merrill DataSite®

    Merrill Corporation recently hosted a panel of experts in a one-hour webinar to discuss implications of a mix of insurance industry and market factors on the M&A market.

     

    Listen Now

  • 03/09/2018

    Blog

    Merrill Insight™: Insurance Spotlight - 3 Things You Should Know

    Healthcare | Healthcare Member Communications | Merrill DataSite®

    We tend to only think of insurance when storms rage, cars crash - or large global insurance conglomerates like AXA announce $15.3B acquisitions of XL Group. For many of us, both storms and billion dollar deals hit with force in March.

     

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  • 02/28/2018

    Blog

    The New U.S. Tax Law's Impact on XBRL Tagging

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    The Tax Cut and Jobs Act of 2017 triggered updates to U.S. accounting standards, resulting in corresponding changes to XBRL tags that SEC filers need to note.

     

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  • 02/23/2018

    Blog

    Merrill Spotlight: M&A Market sweetens, but do wrinkles remain?

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    Following the passage of the US tax bill, M&A experts are more optimistic than ever about the US deal environment. However, dealmakers warn that high valuations, buy-side competition and antitrust issues will continue to pose challenges.

     

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  • 02/22/2018

    Blog

    Corporate Development 2018 Outlook and Trends: Infographic

    M&A and Related Activities | Merrill DataSite®

    More than 1400 professionals across the globe recently attended a webinar focused on corporate development opportunities for the year ahead, answering six polling questions along the way. Survey responses reflect a wide range of industries and sectors, and we’ve compiled the most intriguing data into a single infographic.

     

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  • 02/21/2018

    Blog

    Merrill Spotlight: Cargill's Peter Hawthorne on Working Across Cultures

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    A conversation with Cargill's Peter Hawthorne on life, leadership and how he hires.

     

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  • 02/20/2018

    Blog

    Your Questions Answered – Follow-Ups from our Corporate Development Webinar

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    Our popular January 30 webinar, Corporate Development Outlook: Politics, Processes and Predictions, left a robust pipeline of unanswered questions for our panelists.

     

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  • 02/14/2018

    Blog

    Members' Forum launched by XBRL International

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Keep informed of hot topics on the future of digital business reporting, as the Members’ Forum sets sail.

     

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  • 01/29/2018

    Blog

    New Report Finds XBRL Key to Digital Corporate Reporting

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    A new report details how XBRL can drive digital corporate reporting and realize the full benefits of the European Single Electronic Format (ESEF) regulation.

     

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  • 01/25/2018

    Blog

    December deal making boosts 2017 M&A activity with five mega deals

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    December deal making helped to give the year’s M&A activity a boost, with five mega deals contributing almost $200 billion in value. This surge in December gave an overall boost to the market.  A total of 18,443 deals worth $3.2 trillion were announced globally during 2017, reflecting a 3% drop in value year-on-year. Merrill Vice President Matt Ellis takes a closer look at the trends marking the final month of 2017.

     

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  • 01/25/2018

    Blog

    Navigate Asia FinTech

    M&A and Related Activities | Merrill DataSite®

    Apart from the marriage of the two words “finance” and “technology”, what does FinTech really entail?  To many, it is still an insurmountable task to look beyond the word and scope out elements that would succinctly define FinTech.

     

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  • 01/25/2018

    Blog

    Merrill Corporation Q&A – 2018 Private Equity Outlook

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    What does the private equity pipeline look like for next year? Get answers from our Global Head of Strategic Advisor Accounts in this recent Q&A session. 

     

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  • 01/23/2018

    Blog

    Merrill Bridge Tips & Tricks: XBRL Basics

    XBRL & Edgar Filing | Merrill Bridge®

    Merrill Bridge users are encouraged to view this on-demand playback for some tips, tricks, and ideas from our expert support staff on how to manage your XBRL and XBRL review within the Bridge platform.


     

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  • 01/19/2018

    Blog

    Global M&A due diligence times drop, but why?

    M&A and Related Activities | Merrill DataSite®

    Deal duration times fell by an astonishing 17.6 percent to a 6.1 month average in 2017 from 7.4 months in 2014.  We help you try to understand why in this blog post.  

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  • 01/16/2018

    Blog

    A digital transformation needed for Oil & Gas sector

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    As the agenda in the developed world begins to shift under increasing public pressure to acknowledge and react to environmental concerns, the Oil & Gas industry sees itself facing many challenges and increasing opportunities.

     

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  • 01/15/2018

    Blog

    IFRS Foundation’s “Preparer's Guide” to XBRL Taxonomy A Must Read

    Regulatory Disclosure | Merrill Bridge®

    The IFRS Foundation’s “Using the IFRS Taxonomy – A Preparer’s Guide” is a must read for any company submitting XBRL to the SEC for the first time in 2018.

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  • 01/15/2018

    Blog

    What to expect for M&A in 2018

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    M&A activity at the start of 2017 was lacklustre and, although momentum picked up towards the end of the year, global M&A volumes were at their lowest since 2013. Despite this, rumours and announcements of high-profile acquisitions, rising deal values and an increase in strategic acquisitions made 2017 a banner year for M&A activity and gave investors, consumers and journalists plenty to talk about.

     

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  • 12/19/2017

    Blog

    Asia-Pacific, North America are strongest regional M&A performers during November 2017

    M&A and Related Activities | Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DataSite®

    As the year’s M&A activity looks to be drawing to a slow close, two regions saw an increase in deal value YoY. Asia (excluding Japan) saw 312 deals worth US$62.8bn, while Central and South America saw 32 deals valued at US$6.8bn. The top performing sector for the quarter was Energy, Mining & Utilities (EMU).

     

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  • 12/19/2017

    Blog

    CAUTION: 508 grace period ending. Compliance effective January 18, 2018.

    Healthcare Member Communications | Healthcare | Merrill Connect®

    Wise leaders focus on actions that move their initiatives forward. These actions can involve innovative thinking, tapping into new market trends, or hitting the re-set button. Wherever your company fits in, 508 accessibility needs to be a part of your strategy. The impending deadline needs both a strategy on accessibility and a tactical approach to implement a program. This is where Merrill can be a valuable resource for you. The question of “if” the files need to be 508 compliant is no longer a choice. The choice is who will make them compliant.

     

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  • 12/15/2017

    Blog

    The Looming Impact of Blockchain on Financial Reporting

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Right now, one technology stands out as the innovation which is likely to be the “elephant in the room” when it comes to upending accounting, financial reporting and the audit profession: Blockchain.

     

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  • 12/05/2017

    Blog

    Hot topics at the Company Secretary Forum

    Due Diligence | Financial & Regulatory Disclosure | Regulatory Disclosure for Corporations | Merrill DataSite® | Merrill Bridge®

    Merrill Corporation proudly sponsored the 6th Annual Company Secretary Forum 2017 on Thursday, November 23, 2017, at QEII Centre in London. Dedicated to company secretaries and senior members of the secretariat team, this year’s plenary sessions included corporate governance, board diversity and composition, directors’ duties and stakeholder engagement, Market Abuse Regulation (MAR), corporate crime and director liability.

     

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  • 12/04/2017

    Blog

    XBRL Taxonomy a Key to Better Communication with Investors, Says IASB Chair

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Hans Hoogervorst, chair of International Accounting Standards Board, says IFRS XBRL Taxonomy is a key component in the IASB’s "Better Communications" initiative aimed at bringing better clarity to financial reports. The end goal is to ensure companies can communicate a clear, consistent and objective story to investors through their financial statements.

     

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  • 11/28/2017

    Blog

    A brighter outlook for M&A deals in 2018

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    The start of 2018 seems like it could be promising for deal making in Europe, the Middle East and Africa (EMEA), according to industry experts. They see several market-stabilizing factors impacting the new year. 

     

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  • 11/21/2017

    Blog

    Global M&A decelerated in October; private equity is a shining light

    M&A and Related Activities | Merrill DataSite®

    Global M&A continued to decelerate in October as global political uncertainty becomes the market norm. A total of 1,183 deals worth over $218 billion were announced globally during the month, reflecting a 52 percent drop in value year-over-year, with 317 fewer transactions.

     

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  • 11/17/2017

    Blog

    Harness your 508 accessibility knowledge

    Healthcare Member Communications | Merrill Connect®

    Without the proper knowledge or perspective around 508 accessibility, some health plans view a “tagged” document as good enough for 508 compliance. Others promote a more “willing to learn” strategy to discover who needs accessibility, how it provides equal access to members and how everyone can benefit from it. Where does your company stand?

     

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  • 11/17/2017

    Blog

    Weekly M&A Digest - November 17, 2017

    M&A and Related Activities | Merrill DataSite®

    A compendium of highlights and observations from the week’s notable M&A news, compiled by Merrill Corporation. Merrill facilitates the sharing and disclosure of financial information in transactions such as these with leading virtual data room.

     

    Read More

  • 11/10/2017

    Blog

    Weekly M&A Digest - November 10, 2017

    M&A and Related Activities | Merrill DataSite®

    A compendium of highlights and observations from the week’s notable M&A news, compiled by Merrill Corporation. Merrill facilitates the sharing and disclosure of financial information in transactions such as these with leading virtual data room.

     

    Read More

  • 11/10/2017

    Blog

    As year-end looms, still a chance for giant deals

    M&A and Related Activities | Merrill DataSite®

    A spate of potential big M&A transactions – possibly including the largest one ever in the technology sector – could help 2017 finish on a high note.

     

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  • 11/08/2017

    Blog

    Investment banks' quarterly results recap: Rising valuations add some tension

    M&A and Related Activities | Merrill DataSite®

    Wrap of 3Q 2017 trends/outlooks for M&A based on earnings call commentary from large and middle market investment banks.

     

    Read More

  • 11/06/2017

    Blog

    SEC Pay Ratio Disclosure

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    The SEC’s future direction under new Chair Jay Clayton is still unfolding. New leadership in Washington is focused on streamlining regulation. In Congressional testimony and speeches, Clayton made it clear he wants to improve the opportunities for companies to raise capital while still protecting investors.

     

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  • 11/03/2017

    Blog

    Weekly M&A Digest - November 3, 2017

    M&A and Related Activities | Merrill DataSite®

    A compendium of highlights and observations from the week’s notable M&A news, compiled by Merrill Corporation. Merrill facilitates the sharing and disclosure of financial information in transactions such as these with leading virtual data room.

     

    Read More

  • 10/31/2017

    Blog

    Preparing for the GDPR: 6 things to consider

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    If you do business with EU consumers, the General Data Protection Regulation (GDPR) must be on your radar. During our recent GDPR webinar, we unpacked some topics regarding the new regulation and the potential impact on organisations both within and outside of the EU.

     

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  • 10/27/2017

    Blog

    Weekly M&A Digest - October 27, 2017

    M&A and Related Activities | Merrill DataSite®

    A compendium of highlights and observations from the week’s notable M&A news, compiled by Merrill Corporation. Merrill facilitates the sharing and disclosure of financial information in transactions such as these with leading virtual data room.

     

    Read More

  • 10/27/2017

    Blog

    Executing Effective M&A in the Technology Sector

    M&A and Related Activities | Merrill DataSite®

    No sector is immune from technology disruption with incumbent global leaders reinventing themselves as technology players. There has been a shift in by strategic acquirers willing to do M&A across industries. Many have a finely tuned process for acquiring companies in the same industry, but as industries converge, there is a greater need to share experiences learned from successful “cross-industry” Tech M&A..

     

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  • 10/26/2017

    Blog

    Global political uncertainty slows global M&A in Q3 2017

    M&A and Related Activities | Merrill DataSite®

    Global M&A continued to decelerate in Q3 amid ongoing global political uncertainty. A total of 3,774 deals worth US$667.1bn were announced globally in Q3. This marks a 24.2% drop in value year-over-year, with 739 fewer transactions.

     

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  • 10/25/2017

    Blog

    SEC IFRS Filers: Get to Know the Proposed SRT Taxonomy

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    SEC IFRS filers should be aware of the proposed Shared Reporting Taxonomy (SRT) for the upcoming mandated SEC XBRL filings, starting with financial periods ending on or after December 15, 2017.

     

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  • 10/23/2017

    Blog

    Merrill Corporation in Tokyo and Takara Printing Celebrate Partnership

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    On Tuesday, September 5, 2017, Merrill Corporation, in association with Takara Printing, hosted a number of important clients at Italian restaurant XEX Nihonbashi to thank them for their loyalty and give them a sneak peek at our latest innovation.

     

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  • 10/20/2017

    Blog

    How does your health plan rate for 508 accessibility to member documents and information?

    Healthcare Member Communications | Merrill Connect®

    The Center for Medicare and Medicaid (CMS) uses their Consumer Assessment of Healthcare Providers & Systems (CAHPS) to measure customer experience. Do your efforts focus on the value to the person with the disability?

     

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  • 10/20/2017

    Blog

    Weekly M&A Digest - October 20, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for October 20, 2017 and learn more about the following topics; Germany’s Hochtief Bids for Abertis, Airbus-Bombardier Pact Rankles Boeing, Nordstrom Pauses on Go-Private Plan, and more.

     

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  • 10/19/2017

    Blog

    SEC’s XBRL Mandate for IFRS Companies – Move Forward Confidently

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Merrill Corporation has the pleasure to welcome Bartek Czajka, the previous IFRS Taxonomy leader at the IFRS Foundation, to its industry-leading team of experts. He joins Merrill to provide IFRS companies with an unprecedented level of XBRL expertise – the crucial expertise needed to confidently move forward with SEC XBRL filings.

     

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  • 10/16/2017

    Blog

    Deal Makers Equipped to Navigate EU's Data Privacy Revamp

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    The European Union’s updated data protection laws present new, but addressable, risks for deal makers, as well as opportunities for businesses willing to meet the demands of an increasingly digital world. Those were the overarching sentiments delivered by the panelists during Merrill Corporation’s recent webinar, How Revamped EU Privacy Regulations Impact Global M&A.

     

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  • 10/13/2017

    Blog

    Weekly M&A Digest - October 13, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for October 13, 2017 and learn more about the following topics; Express Scripts Buying eviCore, , Honeywell Plans to Spin Off Home, Transportation Businesses, Belgium’s Bpost Purchases Logistics Firm Radialand and more.

     

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  • 10/10/2017

    Blog

    SEC ‘Rapidly Increasing’ Its Use of XBRL-Enabled Analytical Tools

    XBRL & Edgar Filing | Merrill Bridge®

    The SEC is increasingly using structured data to assess risk and detect potential fraud.

     

    Read More

  • 10/09/2017

    Blog

    Should XBRL Financials be Audited?

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    There is no audit requirement for XBRL tagged financial statements filed with the SEC. Is it a problem to have no independent assurance on company-provided financial information that’s being used for analysis and investment purposes?

     

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  • 10/06/2017

    Blog

    'Disruption' Will Keep Providing Fuel to Tech M&A

    M&A and Related Activities | Merrill DataSite®

    Disruption brought on by rapid changes in technology will keep the merger and acquisition wheels rolling. That is one of the clear expectations emanating from Merrill Corporation’s recent webinar, Executing Effective M&A: Opportunities in Technology.

     

    Read More

  • 10/06/2017

    Blog

    Ah-ctober!

    Healthcare Member Communications | Merrill Connect®

    October is a great time to jump back in to your 508-accessibility plan ensure that the rest of your marketing and support materials are complete.

     

    Read More

  • 10/06/2017

    Blog

    Weekly M&A Digest - October 6, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for October 6, 2017 and learn more about the following topics; Office Depot "Pivoting" with CompuCom purchase, Wal-mart snags logistics tech start-up, Nordstrom go-private deal and more.

     

    Read More

  • 10/03/2017

    Blog

    The alphabet soup of healthcare information for 508 accessibility

    Healthcare Member Communications | Merrill Connect®

    If you want to feel good about what you do and why you do it, then know that you are making a difference with 504, 508 and 1557. You need to know these three pieces of Federal legislation support equal participation and accessibility to healthcare programs, services, and activities.

     

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  • 09/29/2017

    Blog

    Dealmakers Pursuing Acquisitions in the Face of Geopolitical Uncertainty

    M&A and Related Activities | Merrill DataSite®

    As geopolitical uncertainty continues into Q3 of 2017, dealmakers continue to pursue acquisitions, but with caution. This cautious approach is seeing dealmakers pursue fewer deals, which is resulting in higher values.

     

    Read More

  • 09/29/2017

    Blog

    Weekly M&A Digest - September 29, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for September 29, 2017 and learn more about the following topics; GE selling industrial solutions business, Denmark’s billion dollar buyout by PE, Siemen’s/Alstom merger and more.

     

    Read More

  • 09/29/2017

    Blog

    Merrill's 3rd Annual Singapore F1 Party

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    Our guests were able to experience the full excitement and atmosphere of the Grand Prix and we'd like to share some of the highlights in this video.

     

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  • 09/28/2017

    Blog

    Looming September 30 Deadline for Medicare, Part D and Cost Plans Marketing Oversight

    Healthcare Member Communications | Merrill Connect®

    If you market to Medicare, Part D and cost plans, you are aware of the need to submit those materials through the Health Plan Management System (HPMS) for marketing oversight by the Center for Medicare and Medicaid (CMS).

     

    Read More

  • 09/26/2017

    Blog

    Merrill's Health Insurance Blog

    Healthcare Member Communications | Merrill Connect®

    The Merrill Health Insurance blog and newsroom is for everything important to mandated member communications.

     

    Read More

  • 09/25/2017

    Blog

    Companies Embrace M&A to Support Innovation

    M&A and Related Activities | Merrill DataSite®

    Technological change continues to transform the business landscape at a rapid pace, making it difficult for enterprises to nimbly respond with new products or solutions. In this environment, mergers and acquisitions remain a key avenue for innovation.

     

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  • 09/22/2017

    Blog

    Q&A with an expert: Mike Willis, Assistant Director, SEC Office of Structured Disclosure

    Regulatory Disclosure | Merrill Bridge®

    Mike Willis is the Assistant Director in the SEC’s Office of Structured Disclosure (OSD). Among other things, the OSD works on the design and implementation of technological processes and tools that support the SEC’s use of structured data, such as XBRL-tagged financial information.

     

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  • 09/22/2017

    Blog

    Weekly M&A Digest - September 22, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for September 22, 2017 and learn more about the following topics; Another Aerospace deal for Northrup Grumman, Toshiba decides on memory chip sale, Sprintand T-mobile speculation and more.

     

    Read More

  • 09/20/2017

    Blog

    Jay Clayton maps out the SEC’s future direction

    Regulatory Disclosure | Merrill Bridge®

    The SEC is undergoing a crucial period of transition under Chair Jay Clayton, who was appointed by President Trump earlier this year. Unlike the previous chair, Mary Jo White, who is a former prosecutor and litigator, Mr. Clayton is a transactional lawyer. He is expected to focus more on improving the capital markets than on enforcement.

     

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  • 09/15/2017

    Blog

    Weekly M&A Digest - September 15, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for September 15, 2017 and learn more about the following topics; Contest for Toshiba Memory Chip Business Heats Up, Contest for Toshiba Memory Chip Business Heats Up, Alphabet Mulling Investment in Lyft and more.

     

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  • 09/12/2017

    Blog

    Are Dealmakers Diligent About Cyber Risks?

    M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®

    Businesses face increasingly sophisticated cybersecurity threats that expose them to costly operational disruptions and reputational damage. But in the mergers and acquisitions process, there is concern these potential risks aren’t getting appropriate scrutiny when dealmakers engage in due diligence.

     

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  • 09/08/2017

    Blog

    Weekly M&A Digest - September 8, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for September 8, 2017 and learn more about the following topics; United Technologies Cinches Rockwell Collins Deal, Tronc Buys New York Daily News, Schneider Electric to Take Control of Aveva Group and more.

     

    Read More

  • 09/01/2017

    Blog

    Weekly M&A Digest - September 1, 2017

    M&A and Related Activities | Merrill DataSite®

    Read the Weekly M&A Digest for September 1, 2017 and learn more about the following topics; Gilead to Buy Kite Pharma for Nearly $12 Billion, United Technologies Near Deal to Acquire Rockwell Collins, Uber's new CEO and more.

     

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  • 08/30/2017

    Blog

    Tagging the Statement of Cash Flows – New Guidance for SEC Filings

    XBRL & Edgar Filing | Financial & Regulatory Disclosure | Merrill Bridge®

    Take note if you’re involved with SEC XBRL financials: there’s a new document that provides guidance on structuring and tagging the statement of cash flows using the US GAAP taxonomy. The Statement of Cash Flows Guidance was produced by the XBRL US Data Quality Committee (DQC) to reduce errors and improve consumption of XBRL data.

     

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  • 08/25/2017

    Blog

    Weekly M&A Digest - August 25, 2017

    M&A and Related Activities | Merrill DataSite®

    A compendium of highlights and observations from the week’s notable M&A news, compiled by Merrill Corporation which facilitates the sharing and disclosure of financial information in transactions such as these.

     

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  • 08/21/2017

    Blog

    The Friendly Side of M&A: Behind-the-Scenes Support for Global Deals

    M&A and Related Activities | Merrill DataSite®

    There are iconic locations where major mergers and acquisitions are forged -- think New York, London, Paris, Frankfurt and Hong Kong. Merrill Corporation supports its clients from these and other locations internationally.

     

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  • 08/17/2017

    Blog

    Anticipation: Dealmaking Boost From Lighter Regulation Remains Elusive

    M&A and Related Activities | Merrill DataSite®

    After a year in which regulatory hurdles played a role in the highest volume of deal withdrawals since the financial crisis, changes in Washington spurred expectations for a sharp 2017 pickup in mergers and acquisitions. But a handful of deal setbacks this year raises questions.

     

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  • 08/14/2017

    Blog

    Investment Banks Quarterly Results Recap: A "Healthy" M&A Environment

    M&A and Related Activities | Merrill DataSite®

    The quarterly consensus from executives at the world’s largest investment banks – and some smaller ones, too – is that the deal environment is “healthy,” if unspectacular in comparison to the previous two years, though a murkier timetable on expected tax reform and other policies could lurk as a potential drag.

     

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  • 08/07/2017

    Blog

    Q&A with an expert: Bloomberg Global Data’s use of XBRL shows the vital importance of data quality

    XBRL & Edgar Filing | Regulatory Disclosure | Merrill Bridge®

    The July issue of Dimensions featured an interview with Emil Efthimides, the regulatory monitor for the Global Data division at Bloomberg LP. He oversees the collection and delivery of financial-statement data for use by investors and financial analysts.

     

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  • 08/02/2017

    Blog

    How is the Spanish deal space performing?

    M&A and Related Activities | Merrill DataSite®

    Despite significantly lower announced M&A volumes across Europe, we’ve continued to see a growth in projects so far this year, has this been the case for Spanish M&A? Take a look at our snapshot view highlighting the comparative volumes, values and sector performance for deals taking place in Spain.

     

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  • 08/01/2017

    Blog

    Mining Opportunities in Oil & Gas

    M&A and Related Activities | Merrill DataSite®

    After the June 2014 oil price collapse, the Oil & Gas industry experienced a wave of reactive actions including cost cutting, reduction of capital expenditure, massive reductions in headcount and the shelving or outright cancelling of major projects.

     

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  • 08/01/2017

    Blog

    First Half of 2017 Marked by Soaring Global M&A Values, Plummeting Volumes

    M&A and Related Activities | Merrill DataSite®

    Entering into the second-half of 2017, we look back on an H1 that saw global M&A deal values soar, but volumes plummet. Geopolitical uncertainty and currency volatility continue to make dealmakers cautious. However, the select deals that are being made are setting new records.

     

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  • 07/28/2017

    Blog

    Discover what’s next for M&A in Central and Eastern Europe.

    M&A and Related Activities | Merrill DataSite®

    Despite significantly lower announced M&A volumes across Europe, we’ve continued to see a growth in projects so far this year, has this been the case for Central and Eastern Europe M&A? Take a look at our snapshot view highlighting the comparative volumes, values and sector performance for deals taking place in Central and Eastern Europe.

     

    Watch Now

  • 07/26/2017

    Blog

    Discover what’s next for M&A in the Czech Republic.

    M&A and Related Activities | Merrill DataSite®

    According to data from Mergermarket, M&A volumes are down across Europe, so what does this mean for M&A in the Czech Republic? Hear Mike Hinchliffe, Head of Sales at Merrill Corporation, share his thoughts on Czech Republic M&A, with insights from Merrill and Mergermarket data.

     

    Watch Video

  • 07/26/2017

    Blog

    Discover what’s next for M&A in Spain.

    M&A and Related Activities | Merrill DataSite®

    According to data from Mergermarket, M&A volumes are down across Europe, so what does this mean for Spanish M&A? Hear Merlin Piscitelli, Head of Sales at Merrill Corporation, share his thoughts on Spanish M&A, with insights from Merrill and Mergermarket data.

     

    Watch Video

  • 07/26/2017

    Blog

    PE Firms Hover By Oil Patch, Gathering Dry Powder

    M&A and Related Activities | Merrill DataSite®

    Dealmakers are seeing an ongoing build-up of capital poised to flow into the oil and gas sector, as the industry continues to stabilize amid the fallout from a crushing three-year downturn in crude prices. The main sources of cash are private equity firms and other non-bank lenders, while commercial banks maintain a cautious posture toward the energy sector, still nursing wounds inflicted by the oil price bust.

     

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  • 07/17/2017

    Blog

    MongoDB Supports Merrill’s Agile, Fast-Moving Technology Transformation

    M&A and Related Activities | Merrill DataSite®

    Scalability. Agility. Speed. These are all the buzzwords we hear around technology and platform development these days – and you certainly hear them in the hallways and Skype conversations across Merrill’s global operations. But they are more than just words here, they have become the way we do business.

     

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  • 07/13/2017

    Blog

    Rohman Helms Mission to Strengthen XBRL Data Quality

    XBRL & Edgar Filing | Financial & Regulatory Disclosure | Merrill Bridge®

    Merrill Corporation has for a decade been instrumental in facilitating and promoting XBRL data reporting standards to allow for better and more efficient analysis of financial reports. In a testament to those efforts and its industry leadership, Lou Rohman, vice president of XBRL Services, was recently appointed chairman of the XBRL US Data Quality Committee (DQC).

     

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  • 07/07/2017

    Blog

    Seven Key Site Visit Considerations for Your Due Diligence Team

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    During the recent Due Diligence Summit for Life Sciences in Boston, the strategic importance of a site visit prior to executing an M&A, licensing, or strategic partnership event was highlighted as an essential component of a comprehensive due diligence plan.

     

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  • 07/03/2017

    Blog

    Merrill Clients enjoy Chestertons Polo in the Park 2017

    M&A and Related Activities | Merrill DataSite®

    On Saturday 10th June, for the 7th year running, Merrill hosted several clients at the world-famous European calendar fixture, Polo in the Park, held at West London’s historic Hurlingham Park. This year’s event witnessed brilliant sunshine, offering the perfect setting for a day of gripping competition.

     

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  • 07/03/2017

    Blog

    ACG Holland Growth Awards 2017

    M&A and Related Activities | Merrill DataSite®

    On Thursday June 22nd, Merrill participated in the 2017 ACG Holland Growth Awards. Attended by Senior Account Manager, Luuk Visschedijk and Regional Head of Sales Mike Hinchliffe. ACG Holland, the Dutch arm of the global organisation focused on driving middle-market growth, held its second annual Growth Awards Ceremony at the Heineken Experience in Amsterdam.

     

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  • 06/28/2017

    Blog

    The Due Diligence Anxiety Matrix

    Due Diligence | Merrill DataSite®

    If you’ve ever bought or sold a home, you have some sense of the angst conjured by the decisions surrounding a major financial transaction.

     

    Read More

  • 06/21/2017

    Blog

    Global Deal Market Falters Despite Optimistic Start to 2017

    M&A and Related Activities | Merrill DataSite®

    As we reach the halfway mark of 2017, macroeconomic factors still invoke caution among dealmakers as volatility and uncertainty becomes the norm. Despite this environment, global M&A value to date continues to exceed that of 2016

     

    Read More

  • 06/13/2017

    Blog

    Study Finds Signs of Life on Planet IPO

    XBRL & Edgar Filing | Financial & Regulatory Disclosure | Merrill Bridge®

    After a lackluster 2016, the market for initial public offerings shows signs of a revival in 2017. Simultaneously, the SEC has indicated a renewed interest in supporting IPOs under its new chair, Jay Clayton, who has stated that capital formation will be one of his highest priorities.

     

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  • 06/01/2017

    Blog

    Insider Secrets to Effective Healthcare M&A

    M&A and Related Activities | Merrill DataSite®

    Recently, I moderated a panel discussing how to create and execute a M&A “masterpiece”, identifying key focus areas for successful transactions. To move this from the all too common theoretical “best practice” review, we examined this topic using real-life examples against the backdrop of healthcare.

     

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  • 05/23/2017

    Blog

    Cybersecurity: High stakes, great opportunities

    M&A and Related Activities | Merrill DataSite®

    From retailer system hacks and cars that can be manipulated remotely to the internal systems of some of the biggest technology providers in the world, cybersecurity is one of the hottest topics for just about anyone who operates machinery, uses phones or turns on a computer. It was also the theme of a discussion I recently had with Mary Ellen Callahan, partner, Jenner & Block and former chief privacy officer of the US Department of Homeland Security, at the ACG InterGrowth conference on April 25.

     

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  • 05/18/2017

    Blog

    Turbulent times create opportunities for German Private Equity Market

    M&A, Reorganizations & Exchanges | Regulatory Disclosure | Capital Transactions | Portfolio Management | Merrill DataSite® | Merrill Bridge®

    Merrill Corporation recently hosted a dynamic global webinar that explored private equity in the German mid-market. It sparked a lively discussion among our esteemed panel of experts, including Christoph D. Kauter, Founding and Managing Partner at Beyond Capital Partners; Dr Rainer Traugott, Partner, Latham & Watkins; and Nick Money-Kyrle, Founder and Managing Partner for Steadfast Capital.

     

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  • 05/04/2017

    Blog

    The ACG Whirlwind: A View from the Floor

    M&A and Related Activities | Merrill DataSite®

    As sponsors of the annual ACG InterGrowth Conference between April 24 and 26, we were perfectly positioned to direct attention of Merrill Corporation and how our services support the nearly 2,000 M&A and Private Equity dealmakers swarming the conference floor at Aria Resort and Casino.

     

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  • 05/04/2017

    Blog

    What can we expect from Jay Clayton, new Chair of SEC?

    XBRL & Edgar Filing | Financial & Regulatory Disclosure | Merrill Bridge®

    With Jay Clayton’s confirmation, as new SEC chair, we know we can expect to see changes in both focus and tone from the Commission. I anticipate that, with his background as a corporate attorney, Clayton will focus more on improving capital markets than on enforcement.

    Read More

  • 04/28/2017

    Blog

    Spike in Global M&A Deal Value Continues Megadeal Trend

    M&A and Related Activities | Merrill DataSite®

    The April edition of the Monthly M&A Insider – which is developed by Merrill Corporation and Mergermarket – looks back at the first quarter of 2017. During this time, we have seen a spike in global M&A deal value when compared to Q1 2016, but a sharp decline in volume.

     

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  • 04/25/2017

    Blog

    A Look at M&A Potential in the Healthcare Sector

    M&A and Related Activities | Merrill DataSite®

    As healthcare continues to be a hot topic and in the wake of the AHCA failing to pass, we are interested in how dealmakers grapple with the level of uncertainty around key policies and regulations in the US healthcare industry.

     

    Read More

  • 04/25/2017

    Blog

    After the SEC XBRL mandate: What's next for IFRS filers?

    M&A and Related Activities | Merrill DataSite®

    WATCH OUR LATEST VIDEO NOW with Merrill’s Directors of External Reporting Solutions and IFRS experts in EMEA, Jennifer Fothergill and Ryan Coyne, who’ll explain more about the changes, how they will affect your business and next steps you need to take.

    Read More

  • 04/11/2017

    Blog

    Using a VDR to work with regulators

    M&A and Related Activities | Merrill DataSite®

    Two powerhouses in the eyewear market are intending to join forces. Essilor, with more than 60,000 employees globally, specializes in manufacturing of lenses. The other with the exotic name, Luxottica, has approximately 80,000 staffers and is the parent of brands like Oakley and Ray-Ban as well as retail outlets like Sunglass Hut and Target Optical.

     

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  • 03/28/2017

    Blog

    Dual Track Planning - Lessons from AppDynamics

    M&A and Related Activities | Merrill DataSite®

    Motivations for an IPO can vary greatly – investors seeking an exit, leadership looking to boost their CVs, increased transparency for the next organic growth cycle, a financial injection. No matter what’s driving it, one critical element to get it right in this cycle is timing.

     

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  • 03/27/2017

    Blog

    After the Mandate: Top 10 Things You Need To Do Now as an IFRS Filer

    Regulatory Disclosure | Merrill Bridge®

    On Wednesday 1 March, the long-awaited mandate requiring IFRS filers to file in XBRL was announced by the SEC. This is a momentous step for IFRS filers and failure to comply is not an option.

     

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  • 03/22/2017

    Blog

    Merrill’s Commitment to the Capital Markets Sector (Part 2)

    Capital Transactions | Merrill DataSite®

    Following my December post on Merrill’s commitment to the capital markets sector, recent events have prompted me to reiterate its importance. PR Newswire, a public relations technology and services firm, has divested Vintage, its financial printing and compliance business. The assets ended up with Toppan Vite, a subsidiary of a large Japanese printing conglomerate.

     

    Read More

  • 03/15/2017

    Blog

    European High Yield - New Issues Push into 2017

    IPO & Equity Offerings | Financial Services | Capital Transactions | Merrill Bridge®

    The flow of new High Yield bonds in 2016 didn’t come as a steady stream...

    It started off quite slow with Asian and oil worries still impeding the markets. New issuance only started to gain momentum around April and May. There was the usual break for the summer, enhanced by the fear around Brexit, and then another peak in September before issuance fizzling out in the build up to the US elections.

     

    Read More

  • 03/02/2017

    Blog

    SEC Mandates XBRL for IFRS Companies

    Regulatory Disclosure | Merrill Bridge®

    On March 1, 2017 the U.S. SEC published the IFRS Taxonomy on its website and, consequently, launched a mandate for IFRS companies to submit XBRL files for periodic financial reporting.

     

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  • 03/02/2017

    Blog

    Inline XBRL Mandated in Proposed SEC Rule

    Regulatory Disclosure | Merrill Bridge®

    On March 1, 2017, the SEC passed a proposed rule requiring Inline XBRL as the format for submitting financial statements to the SEC. The requirement will be phased-in for operating companies.

     

    Read More

  • 02/23/2017

    Blog

    Meet your Sales Team for Iberia

    Other | Merrill DataSite®

    Learn how our Iberia sales team support capital transactions with our award-winning virtual data room (VDR), Merrill DataSite. To date, we have processed 18,000,000 pages for our clients in Iberia who have used our VDR platform.

    This month we've expanded our presence in Iberia.

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  • 02/22/2017

    Blog

    SEC in transition - Dodd-Frank Act hangs in the balance

    Regulatory Disclosure | Merrill Bridge®

    After the financial crisis in 2008, the SEC took an activist approach under Chair Mary Jo White. They attempted to balance implementing the requirements of the gargantuan Dodd-Frank Act, which Congress passed to prevent similar issues, with its core three-part mission: protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.

     

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  • 02/07/2017

    Blog

    Unique Financial Disclosures – Is XBRL Beneficial or Problematic?

    Regulatory Disclosure | Merrill Bridge®

    If you’ve prepared or reviewed SEC financial statements that are tagged with XBRL, you know it happens. The financials include a disclosure for which there is no appropriate tag in the dictionary of tags (the US GAAP Taxonomy).

    So what do you do? You create your own unique tag (an extension tag) and add it to your company’s XBRL filing, as required by the SEC rules.

     

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  • 01/24/2017

    Blog

    New EDGAR Authentication Process Effective January 30, 2017

    Regulatory Disclosure | Merrill Bridge®

    Effective on January 30, 2017, the SEC has implemented an enhanced authentication process when EDGAR filers request a passphrase update. What are EDGAR passphrases? They are used to update EDGAR filing codes and may need to be updated if misplaced, or if a registrant wants to keep filing codes confidential in connection with employee reassignments.

     

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  • 01/18/2017

    Blog

    The Impact of Current Geopolitical Events on Global M&A Infographic

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    In a most recent discussion with hundreds of global dealmakers, the overwhelming conclusion is that while recent events create alarming headlines, they may in fact be a good thing for Private Equity firms trying to raise money in the coming year. 41% of those surveyed felt that, specifically, a President Trump will help PE firms raise capital globally.

     

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  • 01/10/2017

    Blog

    Recap of Merrill webinar: what’s new in XBRL with SEC and idaciti?

    Regulatory Disclosure | Merrill Bridge®

    Merrill recently hosted a webinar on some of the latest ways XBRL is transforming how financial information is consumed, featuring Alexandra Ledbetter of the SEC Office of the Investor Advocate and Emily Huang, president of idaciti, as well as Lou Rohman. Learn more about this informative webinar.

     

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  • 01/04/2017

    Blog

    XBRL Requirement Announced for EU Public Companies

    Regulatory Disclosure | Merrill Bridge®

    After significant consultation and feedback, a conclusion was finally reached; public companies in the European Union will be required to submit digital annual financial reports using eXtensible Business Reporting Language (XBRL) – specifically the Inline XBRL format.

     

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  • 12/21/2016

    Blog

    SEC change makes it critical that EDGAR profile includes valid email address

    Regulatory Disclosure | Merrill Bridge®

    Does your organization’s or Insider's EDGAR Company Profile include an up-to-date email address? If not, you could be in for a big hassle that could keep you from filing on time.

     

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  • 12/14/2016

    Blog

    SEC Allows New Feature for XBRL: Typed Dimensions

    Regulatory Disclosure | Merrill Bridge®

    A new feature is coming to SEC XBRL. It’s called “typed dimensions”. The SEC updated its EDGAR Filer Manual on December 12, 2016, to allow for this new feature, stating that “filers will be able to provide typed dimensions defined in standard taxonomies in all XBRL submissions.

     

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  • 12/08/2016

    Blog

    Merrill’s Commitment to the Capital Markets Sector

    M&A and Related Activities | Merrill DataSite®

    Something strange happened on Tuesday. As my colleague Richard Martin was moderating a panel on our very well-attended webinar on “The Impact of Current Geopolitical Events on M&A”, a telecommunications company announced that it’s buying a leading virtual data room (VDR) provider. No, it wasn’t Merrill, but one of our leading competitors!

     

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  • 12/08/2016

    Blog

    IFRS and SEC XBRL Mandate - Take Notice

    Regulatory Disclosure | Merrill Bridge®

    I saw technology intersect several times with the SEC filers that use IFRS (International Financial Reporting Standards) during the 2016 Conference on Current SEC and PCAOB Developments on December 5-7 in Washington DC. But despite this, SEC IFRS filers still aren’t required to submit financial statements using XBRL, a technology format that provides tagged financial data, allowing software to efficiently consume the data.

     

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  • 12/05/2016

    Blog

    Investment Banks Quarterly Results Recap: A "Healthy" M&A Environment

    M&A and Related Activities | Merrill DataSite®

    The quarterly consensus from executives at the world’s largest investment banks – and some smaller ones, too – is that the deal environment is “healthy,” if unspectacular in comparison to the previous two years, though a murkier timetable on expected tax reform and other policies could lurk as a potential drag.

     

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  • 11/29/2016

    Blog

    Second set of XBRL rules published for SEC filings

    Regulatory Disclosure | Merrill Bridge®

    I’m excited to say that the XBRL US Data Quality Committee (DQC) officially published its second set of approved rules and guidance on XBRL tagging for SEC filings. Filers should begin using these new rules by the beginning of 2017 to help identify and correct errors in their filings. As vice chair of the DQC, I know the incredible amount of work and expertise that went into these new rules—and I believe they’re a significant step forward in improving data quality across the board.

     

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  • 11/28/2016

    Blog

    Does Your Company Live Its Mission: Inspiration from the Strategic Growth Forum™ US 2016

    Other

    The Strategic Growth Forum™ US 2016 in Palm Springs, Calif. was a terrific event, where I represented Merrill Corporation on a technology panel, took in a variety of speaker sessions and of course, spent time talking with new and established entrepreneurs from around the country and across industries.

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  • 11/22/2016

    Blog

    SEC representative: structured data has tremendous benefits to companies—not just investors

    Regulatory Disclosure | Merrill Bridge®

    The SEC recently released guidance on the new Pay Ratio Requirement which serves as a timely reminder to all public companies: With the January 1, 2017 compliance deadline fast approaching, it’s time to make sure you understand the new requirements—and that you’re prepared to determine and disclose them.

     

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  • 11/18/2016

    Blog

    Due Diligence: Beyond the Numbers

    M&A and Related Activities | Merrill DataSite®

    Recently, I had the chance to lead a panel discussing Open Source Software (OSS / Open Source) and its impact on M&A. In the course of preparing for this discussion, I learned some things that may surprise you!

     

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  • 11/15/2016

    Blog

    With compliance deadline approaching, SEC issues guidance on Pay Ratio rule

    Regulatory Disclosure | Merrill Bridge®

    The SEC recently released guidance on the new Pay Ratio Requirement which serves as a timely reminder to all public companies: With the January 1, 2017 compliance deadline fast approaching, it’s time to make sure you understand the new requirements—and that you’re prepared to determine and disclose them.

     

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  • 11/14/2016

    Blog

    Securing deals – the lessons from Twitter

    M&A and Related Activities | Merrill DataSite®

    Over the past few months, several colleagues and friends asked me why I went back to the M&A tech space. When drilling further into the questio, the implication is that Virtual Data Rooms (VDRs) are understood and the problem of securing deals is solved. Indeed, most deals over $5 million USD that include some competitive element will use a VDR.

     

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  • 11/10/2016

    Blog

    The Best One-hour Webinar on Structured Data

    Regulatory Disclosure | Merrill Bridge®

    FEI and Merrill Corporation are teaming up to present this webinar titled “The SEC and XBRL: Financial Reporting in a New Light”. Past FEI/Merrill webinars have been fast-paced and full of relevant information. This too will be enlightening and a quick way to learn about the topics that matter.

     

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  • 10/26/2016

    Blog

    The Merrill Breakfast Series Launches

    Regulatory Disclosure | Merrill Bridge® | Merrill DataSite®

    Dr Paul Furey gave an excellent interactive talk on developing our communication skills, asking guests to share their experiences and offering solutions and suggestions. Everyone had some great take away piece of advice and if they’re anything like us, we’re sure they’ve been trying them out ever since.

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  • 10/25/2016

    Blog

    Asset-backed securities requirement for asset level data continues the trend towards structured data

    Regulatory Disclosure | Merrill Bridge®

    In 2014, the SEC adopted Regulation AB II which aims to bring greater transparency to the asset-backed securities (ABS) market and prevent the surprises that contributed to the 2008 financial crisis. ABS filers directly impacted by the change — which requires asset information to be submitted in a structured data format on Form ABS-EE — are likely well aware.

    Read More

  • 10/18/2016

    Blog

    SEC is reviewing IFRS Taxonomy - When will XBRL be mandated for SEC IFRS filers?

    Regulatory Disclosure for Corporations | Merrill Bridge®

    "When?" is the question. When will the SEC require XBRL-formatted financial statements from companies that prepare their financials in accordance with International Financial Reporting Standards (IFRS)? My expectation is sooner rather than later.

    Read More

  • 10/11/2016

    Blog

    2017 US GAAP Taxonomy introduces new dimensional structures

    Regulatory Disclosure | Merrill Bridge®

    A few weeks ago, FASB released the proposed 2017 US GAAP Taxonomy. On October 4, I attended a webinar where the FASB taxonomy team delved into some of the notable changes in the 2017 Taxonomy.

    Read More

  • 10/06/2016

    Blog

    2016 Ernst and Young UK Entrepreneur of the Year

    Other

    The Ernst & Young Entrepreneur of the Year Awards showcased an impressive and diverse pool of talented entrepreneurs. Read more about the highlights and winners of the evening.

    Read More

  • 09/20/2016

    Blog

    Software can’t catch these common XBRL errors

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    The gap between software and the human brain gets smaller every year. Smart virtual assistants like Apple’s Siri think like we do (and maybe better), and self-driving cars are now on our roads (probably driving better than most of us). But here’s one area where software can’t fully replace a knowledgeable human: catching every potential error in your company’s XBRL filings. There are still a wide range of very common errors and other issues that cannot be detected by error-checking software.

    Read More

  • 09/13/2016

    Blog

    Usage of XBRL Data – SEC, analysts & timing

    Regulatory Disclosure for Corporations | Merrill Bridge®

    I get this question at least once a week, and people have been asking me (and asking others) for the past seven years. For the first few years after the 2009 SEC mandate, my answer was “I’m not sure.” But when you consider the timing, it wasn’t until 2013 that all companies that are required to file had submitted four quarters of filings with detailed footnote information tagged.

    Read More

  • 09/06/2016

    Blog

    2016 U.S. GAAP Taxonomy has 3,399 changes — do you know them all?

    Regulatory Disclosure for Corporations | Merrill Bridge®

    Did you know that bot, fro-yo and glamping are now — officially — words? The Oxford English Dictionary adds new words every year, and I’ll forgive you for not keeping up with all of them. I’ll also forgive you for not knowing all of the 3,399 tags that underwent changes in the 2016 U.S. GAAP Taxonomy.

    Read More

  • 08/30/2016

    Blog

    Data Coalition to SEC: the future of disclosure is data, not documents

    Regulatory Disclosure for Corporations | Merrill Bridge®

    I’ve eagerly read the many comment letters from my peers in response to the SEC’s Concept Release on Regulation S-K. They’re filled with great feedback, new ideas and important concerns. Few of these responses have been as pointed as the one issued by the Data Coalition.

    Read More

  • 08/23/2016

    Blog

    Should Non-GAAP Financial Measures be Tagged in XBRL?

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    In May 2016 the SEC updated guidance on the use of non-GAAP financial measures in its revised Compliance & Disclosure Interpretations. The updates add clarity to what the SEC considers misleading non-GAAP measures. These updates, along with recent speeches expressing concern by SEC Chair Mary Jo White and various SEC staff members, have made it clear that non-GAAP financial measures are coming under increased scrutiny at the SEC.

    Read More

  • 08/23/2016

    Blog

    How AIM companies can unlock the reporting expertise they already have on hand

    Regulatory Disclosure | Merrill Bridge®

    When I talk about financial reporting with executives and management at smaller companies, I usually hear some variation of, “It’s a complicated process. Despite years of experience, catching every error can be challenging and time-consuming.” But here’s one of the most interesting parts of the Financial Reporting Council’s (FRC) recent focus on reporting quality issues among AIM-quoted companies: the FRC says most companies have the resources and expertise on-hand; they’re just not making the most of them.

    Read More

  • 08/16/2016

    Blog

    Broader and Deeper Use of Structured Data – Investor Perspectives

    Financial & Regulatory Disclosure | Merrill Bridge®

    The CFA Institute confronted the topic of data and technology in financial reporting in a recent paper. The paper’s vision for the future focuses on a broader and deeper use of structured data. The paper suggests that investors are hungry for more financial data in a structured format. The current XBRL requirements apparently have only whet the investors’ appetites.

    Read More

  • 08/11/2016

    Blog

    How AIM-quoted companies can improve reporting — and actually save time

    Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Improving reporting quality doesn’t require you to invest more time. But it does pay to make an investment — in better technology. New reporting solutions can not only help you reduce the reporting burden you’re already feeling.

    Read More

  • 08/04/2016

    Blog

    Blockchain – A Revolutionary Technology

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Keep an eye on blockchain. It’s one of the “next big things” in the FinTech world that will have revolutionary impact on business transactions. So the question arises, what is blockchain?

    Read More

  • 08/02/2016

    Blog

    SEC Announcement on Negative Values in XBRL: Don't Say the Opposite of What was Meant to be Said

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Saying the opposite of what was meant to be said usually creates a lot of confusion. That's the case for SEC XBRL filings in which a company erroneously enters a negative amount in the XBRL file when it should be a positive amount. The company is saying the exact opposite of what was meant to be said.

    Read More

  • 07/29/2016

    Blog

    FRC says AIM-quoted companies need to improve reporting quality to capture investment opportunities

    Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    The UK Financial Reporting Council (FRC) has been examining and analysing reporting quality issues in AIM-quoted and other smaller companies.

    Read More

  • 07/19/2016

    Blog

    idaciti Tells the SEC: “We need better data!”

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    In an open letter to the SEC from a small-but-hot new tech startup, idaciti, calls out antiquated SEC disclosure requirements and issues a call to action for better data quality. Learn more about the message.

    Read More

  • 07/12/2016

    Blog

    XBRL Tagging Questions Included in SEC Concept Release on Regulation S-K

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Some of the questions posed in the concept release of Regulation S-K could produce revolutionary changes that significantly improve the consumption of U.S. Securities and Exchange Commission (SEC) disclosures.

    Read More

  • 07/06/2016

    Blog

    SEC Cracking Down on Inappropriate Custom Axis Tags

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    Filers increasingly create custom axis tags when applicable standard axis tags already exist in the US GAAP Taxonomy. It hurts overall data quality, and now the SEC is taking notice.

    Read More

  • 06/30/2016

    Blog

    XBRL US DQC Announces Second Set of Validation Rules

    XBRL & Edgar Filing | Regulatory Disclosure | Financial & Regulatory Disclosure | Merrill Bridge®

    The XBRL-US Data Quality Committee today revealed its second set of validation rules and guidance for SEC filers, inviting public comment on the proposed rules.

    Read More

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