The Merrill Blog(In English)

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

  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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).

     

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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

     

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  • 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.

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  • 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.

     

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  • 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.

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  • 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.

     

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  • 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.

     

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  • 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.

     

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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?

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 06/23/2016

    Blog

    Are you using this free XBRL error-checker?

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

    Some organizations still aren’t using this error-checking tool — and continue to submit filings riddled with common, easily fixable errors. Find out how you can take advantage.

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  • 06/18/2016

    Blog

    The Most Powerful Moments from 2016 EY World Entrepreneur of the Year

    Other

    Hear about inspirational moments from this year's event.

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  • 06/17/2016

    Blog

    Inline XBRL: You can have your XBRL and read it too

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

    Just as SEC filers are beginning to gain familiarity with the XBRL world, there’s a new data format making headlines: Inline XBRL, or iXBRL. Find out what you need to know about Inline XBRL and what’s coming.

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  • 06/14/2016

    Blog

    8 Common XBRL Errors: Simple mistakes that can hurt your organization

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

    With more than 15,000 XBRL tags, it can be difficult to avoid errors. Learn about the common tagging errors and how you can make easy fixes now.

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  • 05/31/2016

    Blog

    XBRL Quality Improvements

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

    XBRL errors dropped more than 64% since release of DQC rules. See how you can take your XBRL data quality to the next level.

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  • 05/26/2016

    Blog

    The Role of Structured Data in SEC's New Crowdfunding Requirements

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

    The SEC’s new crowdfunding rules went into effect, allowing companies to offer and sell securities to the investing public via crowdfunding portals. Learn how XBRL tagging could play a key role.

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  • 05/10/2016

    Blog

    New Merrill Coverage on XBRL

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

    Get a clear perspective on how XBRL changes impact your organization, definitive guidance on navigating XBRL challenges, and valuable insight into where XBRL is heading.

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  • 05/10/2016

    Blog

    7 Keys to XBRL Data Quality

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

    What defines high-quality XBRL data? Understanding the factors that drive data quality, and recognizing high- or low-quality data, is a growing necessity for both filers and consumers of XBRL data.

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