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Capital Transactions

Facilitate your capital-raising event and manage regulated disclosure with precision and accuracy.

With nearly 50 years of experience, Merrill replaces your capital transaction complexity with progress. A literal round-the-clock partner, we offer due diligence support, document content management, printing and distribution, regulatory filing services including EDGAR and XBRL, as well as conferencing facilities. Close your deal with confidence with Merrill DatasiteOne, then accelerate your disclosures with Merrill Bridge.

Trusted a Billion Times Over

This year, Merrill DatasiteOne reached the one billion mark. That’s one billion pages uploaded to our award-winning virtual data room (VDR) since 2004. As they navigate through capital transactions, thousands of global companies rely on our single platform to securely host their confidential information and support their rapidly changing needs.

Optimize and streamline due diligence for your capital transaction with our award-winning, secure virtual data room (VDR) Merrill DatasiteOne.

Accelerated time to market

Streamline due diligence with a customized VDR that will be up and running in less than two hours, enabling multiple bidders to access files simultaneously worldwide.

Ease of use

An intuitive web-based application, Merrill DatasiteOne is easy to use, and it offers 24/7/365 customer service, available whenever you need assistance with your transaction.

Optimized access and visibility

Merrill DatasiteOne enables full-text search, built-in Q&A support, and robust tracking and reporting tools to facilitate due diligence and move the deal forward.

Deep expertise

With more than 35,000 deals completed, Merrill's multilingual staff provides around-the-clock support, including uploading and organizing thousands of pages of content.

Learn more about due diligence for Capital Transactions

Look to Merrill’s deep experience and global infrastructure to ensure world-class, compliant regulatory document creation and distribution to your capital transaction.

World-class experience

For almost 50 years, Merrill experts have helped filers compose and stylize regulatory documents—even managing their entire transaction from EDGARizing through distribution.

Compliance and accuracy

Merrill’s enhanced quality controls ensure compliance with the 1933 and 1934 Securities Acts, with financial documents that are on time and on target.

Global expertise

Our global infrastructure and operating platform facilitate the printing of financial documents in all major markets in the United States, United Kingdom, Hong Kong and Singapore.

Flexible approach

Merrill provides a la carte or full-service management of all of your regulatory requirements. Our experts work with you one on one to improve workflows and cut costs.

Learn more about secure document content management for Capital Transactions

Streamline the process of meeting shareholder communication requirements with Merrill's fully integrated printing and distribution services.

Full in-house print capabilities

Merrill can handle projects of every size and scope. Our print capabilities include everything from typesetting and prepress to digital print and engraving.

Global approach

Our linked global network of FSC and G7 print-certified facilities produces and distributes documents on target, on time in print or electronic format, worldwide.

Fulfillment solutions

Merrill offers a full suite of services that include custom kitting and assembly, pick and pack, and warehousing services.

Reliable distribution

Complete mailing capabilities include value-added services like data processing, production/lettershop automation, barcoding, presort, commingling and full reporting.

Cost efficiency

Integrated workflow, streamlined production and state-of-the-art technologies add up to significant savings including deep postal discounts.

Learn more about printing & distribution for Capital Transactions

Ensure timely and accurate compliance with Merrill's expert XBRL & EDGAR filing services for capital transactions.

Deep expertise

Merrill’s CPA-level XBRL accountants and EDGAR filing department offer expert preparation and review services—often catching mistakes companies miss.

Flexible solution

Whether you fully outsource, insource or need a hybrid solution, Merrill can provide the expert assistance and collaboration tools to manage and control your filing.

On-time completion

Never miss another filing deadline or regulatory requirement with Merrill's comprehensive, on-time XBRL submission and EDGAR filing services.

Smarter filing technology

Our XBRL tagging tool ensures consistency among filings, and a dashboard tracks and prioritizes work based on SEC filing deadlines and activity.

View SEC Resources  >

Optimized XBRL process

Our tag-validate-review-file-publish process simplifies XBRL filing. SEC open-source HTML and tagging with risk/return taxonomy make XBRL files easy to review.

View XBRL Resources >

Better communications

Integrated systematic alerts about changes in workflow status go out to you and your service team, eliminating the need to email or call.

VIEW EDGAR RESOURCES >

Learn more about XBRL & EDGAR filing for Capital Transactions

Secure a seamless, accurate, timely filing with Merrill, proven partner to the Canadian Depository of Securities (CDS).

Unmatched expertise

As one of the original early adopters of the CDS electronic filing system, Merrill has a proven track record of timely, accurate SEDAR filings.

Streamlined process

Merrill translates, proofs and formats your documents for SEDAR filing—then tests and validates your filing for optimal results.

Ironclad security

With Merrill’s ISO/IEC 27001 certification, your sensitive data is always secure.

Around-the-clock support

Merrill's in-house SEDAR filing specialists are available 24/7/365 to help you meet disclosure requirements and filing deadlines.

Learn more about SEDAR filing for Capital Transactions

Look to Merrill to provide global support and guidance through the capital transaction regulatory disclosure process.

Automated filing system

Merrill enables filers to automatically generate EDGAR, XBRL and other corporate disclosures as required by global regulatory agencies.

Documents perfected

Securely draft, collaborate and distribute regulatory disclosure content on the industry’s only secure, end-to-end disclosure management solution, Merrill Bridge.

Quality control

Ensure compliance with Merrill’s extensive typesetting and regulatory experience when filing with the US SEC, LSE (London Stock Exchange) and HKEx (Hong Kong Stock Exchange).

Worldwide network

Our established global infrastructure and operating platform enable printing financial documents in all major markets in the United States, United Kingdom, Hong Kong and Singapore.

Learn more about Filing IPO and Equity Offerings for Capital Transactions
Merrill Technologies

SECURE YOUR CAPITAL TRANSACTION’S SUCCESS WITH THE MERRILL DATASITEONE COLLABORATION PLATFORM AND THE MERRILL BRIDGE END-TO-END DISCLOSURE SOLUTION.

  • Carry out your transaction quickly and cost effectively with our secure virtual data room. Provide fast, any-time access to critical documents for both buyers and sellers worldwide. And track the pages they’ve viewed or downloaded to demonstrate that proper disclosure was made on all levels.

    LEARN MORE ABOUT VIRTUAL DATA ROOM FOR YOUR CAPITAL TRANSACTION
  • Gain complete control over your financial disclosure and SEC reporting with our end-to-end, secure, SaaS platform. Built on the Microsoft® Office® suite, Merrill Bridge allows you to easily and swiftly deliver regulatory disclosures, error-free.

    • Linked data ensures edits made in one place are updated through all of your documents
    • Multi-user collaboration tools let your entire workgroup edit, comment, track changes and perfect content
    • Industry-leading XBRL CPA and EDGAR filing experts
    • Rigorous security with Merrill's ISO/IEC 27001 certification

    LEARN MORE ABOUT OUR CAPITAL TRANSACTION SOFTWARE SOLUTIONS
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