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Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DataSite®
Entering the second-half of 2017, we look back on an H1 that saw global M&A deal values soar, while volumes dropped. Geopolitical uncertainties and currency volatility have been the key contributors that continue to make dealmakers hesitant.
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July Merrill M&A Forecaster Shines a Light on Real Estate, Global Deal Activity. Year-over-year, M&A activity in Telecommunications Services has grown while Energy Utilities took a hit. Real Estate is enjoying a second straight month in the top 10 sectors for activity and France continues to be an active market.
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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 Belgium M&A?
Hear Mike Hinchliffe, Head of Sales at Merrill Corporation, share his thoughts on Belgium M&A, with insights from Merrill and Mergermarket data.
According to data from Mergermarket M&A volumes are down across Europe, but what does this mean for M&A in the Czech Republic?
Listen to Mike Hinchliffe, Head of Sales at Merrill Corporation shares his thoughts on M&A in the Czech Republic, with insights from Merrill and Mergermarket data.
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.
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.
M&A, Reorganizations & Exchanges | Merrill DataSite®
On July 19th, Merrill Corporation hosted the webinar titled, “Executing Effective M&A: Opportunities in Oil & Gas”. Along with an overall view of the market and sector, the panel comprised M&A and Industry experts engaged a lively discussion covering key topics
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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.
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).
Capital Transactions | Merrill DataSite®
Despite the complex deal making environment the US Private Equity industry is facing, PE funds are still deploying capital. PE deal flow held steady in 2Q 2017, though it is still slightly below last year’s pace. Across the US, 886 deals were completed, totaling $153.6 billion in value (estimated).
Merrill Corporation and Thomson Reuters have teamed up to give you June 2017’s top M&A updates, as well as a list of the month’s top financial advisors.
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.
Regulatory Disclosure | Regulatory Disclosure for Corporations | Merrill Bridge®
Financial reporting is changing! The new structured data (XBRL) format for disclosing financial information has significant impact to all SEC filers. The SEC is now consuming XBRL data with increasing frequency and sophistication and recently proposed a new Inline XBRL format.
Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®
Emil Efthimides is the regulatory monitor for the Global Data division at Bloomberg LP, where he oversees the collection and delivery of financial-statement data for use by investors and financial analysts. He works on the front line of XBRL-tagged financial data with Bloomberg’s standardization team, global market representatives, and fundamentals analysts.
Other | Merrill DataSite®
Working in partnership with Microsoft Azure and Pivotal Cloud Foundry, Merrill is accelerating our pace of innovation and expanding our ability to serve customers anywhere.
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.
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.
In June, we saw M&A activity in the Financial Services industry shoot up nearly 37% year over year, while Legal Services plunged 54%. These are the kinds of insights you'll find in Merrill's exclusive M&A Deal Forecaster -- a monthly snapshot of Merrill data pulled from examination of our majority share of financial due diligence projects.
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.
According to data from Mergermarket M&A volumes are down across Europe, but what does this mean for Turkish M&A?
Listen to Merlin Piscitelli, Head of Sales at Merrill Corporation shares his thoughts on M&A in Turkey, with insights from Merrill and Mergermarket data.
The investment banking industry continues to evolve quickly in the face of the impact of existing new and old regulations, stiff competition and headwinds.
XBRL & Edgar Filing | Merrill Bridge®
Merrill Corporation recently held a one-hour webinar to show Merrill Bridge users some tips, tricks and new ideas on leveraging the integrated functionality of Microsoft® Excel® and Microsoft® Word within the Bridge platform. Did you miss the live event? You can access the webinar replay here!
The Monthly M&A Insider explores the global M&A market with respect to the numbers, movements and trends. In April we saw the continuation of the deal market falter. The ongoing political uncertainty, which shows few signs of being resolved has caused hesitation amongst dealmakers.
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
Looking to learn more about the concept and evolution of structured data, including XBRL, how the SEC and Market are using it, and why XBRL quality is important? Spend an hour with this Merrill Corporation webinar playback to get the facts about XBRL
Financial Services | Merrill Connect®
Welcome to the latest edition of Compliance Services News, where we remain committed to keeping you informed of industry-related topics as the regulatory environment continues to evolve, requiring change in operational, technical and production systems.
Regulatory Disclosure | Regulatory Disclosure for Corporations | Merrill DataSite®
Merrill Corporation recently held a one-hour webinar focused on why XBRL quality is important to your SEC filing. Don't miss this replay! Learn how the SEC, Markets, and Analysts are using XBRL, and watch a demo that will show how a SaaS platform streamlines compliance for Financial Reporting.
Welcome to the May 2017 edition of the Merrill Deal Forecaster, a unique set of insights into future M&A activity based on Merrill’s majority share of financial due diligence projects.
Financial Services Marketing & Communications | Merrill Connect®
As a trusted partner, and experienced service provider in regulatory disclosure, Merrill has been committed to staying well-informed of the SEC's rule to adopt changes to modernize and enhance the reporting and disclosure of information by registered investment companies.
From web publishing to electronic delivery needs, Merrill's PublishingCenter solution provides the support you need to set yourself apart from the crowd. Our end-to-end solution simplifies website implementation and regulatory updates, helping companies provide investors easy access to ifnormaiton and documents.
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.
As part of our recent popular webinar "Executing Effective M&A: Opportunities in Healthcare", we polled more than 1,000 M&A professionals for their thoughts and insights on activity and opportunities in the healthcare sector. Their answers are revealing, and provide an interesting look into what might be expected in the months ahead.
Get a copy of this useful summary report from Thomson Reuters and Merrill for the latest information on last month’s M&A activity, as well as the full list of top financial advisors.
As major data providers incorporate XBRL-tagged disclosures into their feeds, the trend toward widespread use of structured data underscores the need for filers to ensure accurate XBRL tagging.
Welcome to the first issue of the Merrill M&A Deal Forecaster, offering a unique set of insights into future M&A activity based on Merrill's majority share of financial due diligence projects. The M&A Deal Forecaster provides a look into the future deal landscape with additional interesting data points that will help you narrow your search, gain valuable insight and improve efficiency when you seek new opportunities.
M&A, Reorganizations & Exchanges
While getting a deal to the finish line is often worthy of trumpeting success, the CEO and his closest advisors know only too well that the real work has just begun.
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.
Learn how you can save significant time and money by automating the creation, production and distribution of your fact sheets and other marketing documents through an intelligent dynamic publishing platform.
Did you miss our recent webinar or looking to view the playback in which our panel of M&A experts discussed current trends in the Healthcare sector and how to identify and capitalize on the opportunities in this sector
Capital Transactions | M&A, Reorganizations & Exchanges | Other | Merrill DataSite®
Download your copy of the Q1 Pitchbook European Breakdown now to discover deal flow, exits and fundraising across Europe. With the general elections a few short weeks away, discover the state of the PE industry in this month’s Pitchbook Spotlight - PE activity in the UK.
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.
Despite an optimistic start to 2017 with the strongest January on record, the deal market faltered throughout the rest of Q1. In April, we saw more of the same. Overall deal volume was down by 530 deals on April 2016, however value inched higher with US$229.96bn worth of deals versus US$221.4bn. This volume decline came against the backdrop of political unrest that shows few signs of being resolved.
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.
Merrill Corporation has partnered with Thomson Reuters to produce a monthly league table, ranking leading M&A advisors in Asia Pacific (APAC) including Japan. This summary also provides insight into the biggest deals in the region for the previous month.
With the recent changes on IFRS SEC all SEC Foreign Private Issuers that prepare IFRS financial statements will be requested to submit XBRL files for periodic financial reporting. Listen to Merrill’s latest crucial and informative webinar playback discussion.
Following our recent webinar focusing on the DACH Region, we caught up with Christoph D. Kauter, who took part in our panel, to share some of his thoughts and insights on the event and the German Market.
Capital Transactions | Due Diligence | Data Warehousing | Contract Management | Portfolio Management | Merrill DataSite®
Experience matters, especially in an industry as varied and complex as life sciences. Opportunities can materialize in a matter of days, or slowly over the course of many months. No matter the size or type of engagement, the security of your intellectual property and the integrity of the opportunity lifecycle is essential.
Did you miss our recent webinar or looking to view the playback in which our panel of experts discussed the current challenges and opportunities for Private Equity houses in the German Mid-Market.
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.
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.
The SEC is now undergoing a crucial period of transition. While a new SEC chair always reshapes the agency somewhat, other events will also influence the course of its direction and activities.
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.
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.
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.
Market performance in March regained momentum. Total deal value rose 8.9% versus Q1 2016 to reach US $678.5bn, yet the number of deals dropped from 4,326 to 3,554. We’re still seeing many companies taking a wait-and-see approach to M&A due to regulatory swings in the US, Europe, and Asia.
Watch our latest video 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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The US Private Equity industry faces a complex dealmaking environment that could turn unfriendly if current trends hold. Company inventory and dry powder have ballooned, while deal flow and fundraising carry on at historic levels.
The April 2017 Issue of the Compliance Services News includes articles SEC Proposed Rule Amendment, DOL Fiduciary Rule Delay and more.
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.
Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Regulatory Disclosure for Investment Management Companies | Regulatory Disclosure for Corporations | Merrill Bridge®
Howard Kaplan, a data analyst for the Center for Risk and Quantitative Analysis in the SEC's Division of Enforcement, recently answered questions about his team's work and the role of structured data.
When the heat is on, your ability to be lean, agile and informed is critical. Drive a smarter M&A process with the right kinds of collaboration tools to create a predictable, consistent process from the earliest days of a deal straight through integration activities.
In this 4th Chapter, we explore the essential processes of due diligence and purchase price negotiations that are employed to ensure a proper valuation of the deal as it moves toward closing.
Healthcare | Merrill Connect®
Are you struggling with your mandated member communications? Do you start over every year? Scramble with last minute regulatory changes? Anxious you’ll miss delivery dates? You’re not alone. Good news is there’s a better way!
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.
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.
The past several years saw rapid acceleration in the M&A market as it recovered to post-recession levels. 2015 produced the highest volume and value in M&A since 2007, with 2016 not far behind.
The Monthly M&A Insider explores the global M&A market with respect to the numbers, movements and trends, as well as revealing the top financial and legal advisers – globally and across six regions.
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.
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.
Five years of roaring M&A growth may finally have found its ceiling as deal totals for acquisitions in North Asia settle into more modest territory, in a year marked by volatility and uncertainty across the globe.
Companies are increasingly looking beyond borders to find new opportunities to drive external growth. However, cross-border deals also bring layers of complexity that present new barriers and risks.
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.
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.
2016 was a tumultuous year for European governments and investors. The prime ministers of Britain and Italy both resigned, the region continued to grapple with sovereign debt repayments, and concerns continued around the riskiness of some money centre banks—not to mention the refugee crisis that has gripped the continent for some time now. PE investors expressed unease, and the value of PE investments fell sharply.
Financial Services Marketing & Communications | Regulatory Disclosure for Corporations | Merrill DataSite®
Did you miss our recent webinar or looking to view the playback of our recent APAC webinar? Merrill Corporation and Finance Asia brought together a group of esteemed professionals to discuss these topics.
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.
Financial Services | Financial Services Marketing & Communications | Merrill Connect®
Premium virtual data rooms improve security and agility as you respond to growth opportunities. Learn more on how to leverage late-stage private investments while courting M&A offers and remaining open to a high-value IPO by engaging with premium virtual data room (VDR) technologies.
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.
M&A, Reorganizations & Exchanges | Capital Transactions | Merrill DataSite®
Merrill Corporation is proud to bring you an exclusive 2016 FULL-YEAR edition of Deal Drivers, in association with Mergermarket.
Capital Transactions | M&A and Related Activities | Contract Management | Financial & Regulatory Disclosure | Merrill DataSite®
Not All VDR's Are Created Equal. Modern digital business depends on the ability to share digital content across the globe and on demand. The premium virtual data room (VDR) has transformed mergers and acquisitions, enabling businesses to compete in increasingly disrupted global markets.
Take an in-depth look at M&A data in North America and Latin America, as well as examine key trends that dealmakers expect to see in 2017.
If 2014 was a record-setting year for PE, and 2015 a turning point, then 2016 can be characterized as the first step toward normalcy. Buyout activity receded amidst the growing concerns about global trade, rising populism and central bank policies that we know all too well. The PitchBook 2016 Annual US PE Breakdown offers a review of all US private equity investment, exits and fundraising activity in the year 2016.
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.
Learn more about the advancement of technology for structured data, such as XBRL, and the impact it's having on financial reporting.
In this white paper, we explore the all too common seven critical mistakes in M&A which threaten to undermine your next deal. Our white paper offers you strategies to aid your due diligence process and help you maximise the business value of your M&A transaction.
Deal activity in 2016, while falling short of the heights enjoyed in 2015, still had its milestones come year end. While worldwide deal volume and value was down on 2015 figures, in Central and South America, Middle East and Africa, and Japan record-breaking deal values were made.
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.
In this case study we engage the CFO of the Weight Watchers Franchise and discuss how Merrill secured the successful divestiture through industry-leading technology, unparalleled expertise and unmatched service.
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.
M&A, Reorganizations & Exchanges | Capital Transactions | Contract Management | Regulatory Disclosure for Investment Management Companies | Regulatory Disclosure for Corporations | Merrill DataSite®
Recently over 1,100 M&A professionals answered polling and survey questions at our The Impact of Geopolitical Events on Global M&A webinar. We’ve captured and complied the results which offer insights into the potential outcomes recent geopolitical events will have on 2017’s M&A and PE markets activity.
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.
November was a surprisingly favorable month for M&A given the surprising outcome of the US Election, ongoing Brexit uncertainties, and continuous ongoing geopolitical events.
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.
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.
Watch this video and learn how the new structured data (XBRL) format for disclosing financial information significantly impacts all companies, public and private. The SEC is requiring and using structured data with increasing frequency and sophistication
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.
Regulatory Disclosure | Merrill DPA®
The November 2016 Issue of the Compliance Services News includes articles SEC Modernization Rule, SEC Creates New Finra-Focused Task Force, Money Market Fund Update and more.
The December 2016 issue of the Dimensions Newsletter includes Q & A with expert Michael Welbinger, guiding the board through its fiduciary duties on corporate cybersecurity and recent developments in structured data for companies and investors.
In a year marked by volatility and uncertainty across the globe, Southeast Asia has been dealt a mixed hand of challenges and opportunities, both testing the region’s ability to overcome increasingly difficult economic conditions and offering new pathways towards growth.
Download this case study now and learn how Merrill Bridge helped LTC Properties become more efficient and meet their SEC reporting requirements.
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!
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.
Playback of a webinar from December, 7 2016. Merrill Corporation brought together a panel of global experts to discuss current deal-making trends, the health of the M&A market, and their outlook for 2017
Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DataSite® | Merrill Bridge®
Download this exclusive playbook now to glean insights on the state of present deal making in the UK and what those at the heart of the industry have to say about positioning business for growth in 2017.
ComplianceCenter is our solution uses database intelligence and investor position analysis to deliver smaller, portfolio-specific compliance documents at far lower print production and postage costs.
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.
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.
This third chapter release from the 5th edition of the acclaimed Best Practices of the Best Dealmakers series explores framing global deals; from vision to deal structure. Executives and advisors discuss best practices in the art of identifying and qualifying targets, conducting management meetings and negotiations and how to come to a go or no-go decision on proceeding to an LOI or definitive agreement.
Healthcare | Healthcare Member Communications | Merrill Connect®
Position your health insurance plan for rapid growth by outsourcing multi-channel member communications to a partner that will simplify the process, control costs, improve quality control, ensure compliance and gain end-to-end visibility.
October was not only the strongest month for M&A, it's the highest valued October we have on record . We can sum up the month as Mega Deal Mania. The tenth month of the year saw deals worth US$421.7bn.
Financial Services Marketing & Communications | Financial Services | Merrill Connect®
A worldwide rebranding campaign is quite an undertaking. Learn how Merrill provided comprehensive project resources to support this type of campaign.
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.
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!
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.
Though it’s subject to a more diverse set of underlying deal drivers, the European private equity marketplace has largely resembled its US counterpart in recent months. Against a backdrop of record-low interest rates and widespread political unrest, European PE deal flow has decreased substantially through the first three quarters of the year.
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.
The November 2016 issue of the Dimensions Newsletter includes articles on the proxy access and disclosure, how Brexit may impact disclosure by SEC-reporting public companies and recent developments in shareholder proxy access and institutional ownership increases in 2016.
Learn how, through expert project management, superb attention to detail and advise about best practices and leading edge concepts, Merrill was a strategic partner on a comprehensive rebranding effort.
On October 13, 2016, the SEC voted to adopt changes to modernize and enhance the reporting and disclosure of information by registered investment companies and to enhance liquidity risk management by open-end mutual funds and Exchange Traded Funds (ETFs). The new rules are part of the Commission's initiative to enhance its monitoring and regulation of the asset management industry and are intended to enhance the quality of information available to investors and allow the Commission to more effectively collect and use data reports by the funds.
Merrill Corporation has partnered with Thomson Reuters to produce a monthly league table, ranking top M&A advisors and deals in APAC, including Japan. Get your copy now.
The annual Financial Executives International’s (FEI) Current Financial Reporting Issues (CFRI) Conference is just around the corner — November 14-15, 2016 in New York City. CFRI is one of my favorite events of the year.
More than 30,000 M&A professionals across the globe recently participated in a Merrill Corporation survey seeking unique insights and well-honed predictions on the future of M&A. Survey responses reflect a wide range of industries and sectors, and we’ve compiled the most intriguing data into a single infographic.
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.
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.
Q3 2016 closes short of the record highs reached last year, with political uncertainty across Europe and the US, increased regulation and decreased confidence levels all weighing on dealmakers’ minds.
This edition offers full data and analysis of the European venture community in 3Q, demonstrating how despite the media coverage related to Brexit, Europe has in fact, remained relatively in line with the global VC market. It still continues to be the case that investors are putting more capital to work, yet less frequently.
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.
The PitchBook 2Q 2016 European PE Breakdown Report offers a review of all European private equity investment, exits and fundraising activity in the first quarter of 2016.
The October 2016 issue of Dimensions features articles on Regulation S-K feedback received by the SEC, new SEC CDI’s to halt GAAP suppression in periodic reports, and a new SEC proposal to require exhibit hyperlinking in HTML filings.
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.
With exponential growth, the health plan faced many challenges. Learn how Merrill Connect helped the health plan achieve improved efficiencies and cost savings in excess of $5 million dollars.
Learn how Merrill Connect Dynamic Publishing created a ground-breaking solution to allow health plans to quickly modify their required member documents to adapt to yearly plan changes and changes in CMS marketing and model guidelines.
Are you missing out on the benefits of a Marketing Asset Management solution? Learn how these platforms can be used to focus resources on content development, brand consistency and compliance, while allowing real time and immediate access for all user groups.
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.
Gain insights and best practices that Merrill has gleaned through our extensive and unmatched experience in deploying and supporting enterprise VDRs in this exclusive white paper.
The TTR Monthly Mexico Report - August 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.
The TTR Monthly Brazil Report - August 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.
While August has been a less than stellar month for M&A, activity will pick up over the next few months as a number of deals currently in the pipeline come to fruition. See all the figures in the September issue of the Monthly M&A Insider, brought to you by Merrill Corporation and Mergermarket.
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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