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  • 04/20/2017

    Report

    M&A Insider April 2017

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

    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.

     

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  • 04/19/2017

    Video

    Meet the IFRS Experts

    Merrill Bridge®

    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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  • 04/18/2017

    Report

    US PE Breakdown - 2017 Q1

    Capital Transactions | Merrill DataSite®

    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.

     

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  • 04/17/2017

    Report

    Compliance Services Newsletter April 2017

    Financial Services | Merrill Connect®

    The April 2017 Issue of the Compliance Services News includes articles SEC Proposed Rule Amendment, DOL Fiduciary Rule Delay and more.

     

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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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  • 04/06/2017

    Article

    How the SEC Enforcement Division Uses Your Company's XBRL Filings

    Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | 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.

     

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  • 04/04/2017

    Report

    M&A Without Mess & Anxiety

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

     

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  • 04/03/2017

    eBook

    Best Practices of the Best Dealmakers - Fifth Edition, Chapter 4

    M&A, Reorganizations & Exchanges

    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.

     

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  • 03/28/2017

    Webinar

    AHIP Webinar 2017

    Healthcare | Merrill Connect®

    The 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!

     

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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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  • 03/27/2017

    White Paper

    Transforming the M&A Lifecycle

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

     

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  • 03/22/2017

    Report

    The Monthly M&A Insider - March 2017

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

    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.

     

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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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  • 03/13/2017

    Merrill Corporation in partnership with MergerMarket presents the latest North Asia M&A report

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

     

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  • 03/09/2017

    White Paper

    Unlock The Global Market

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

    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.

     

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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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  • 02/27/2017

    Report

    PitchBook 2016 Annual EMEA PE Breakdown

    Capital Transactions | Merrill DataSite®

    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.

     

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  • 02/27/2017

    Webinar

    Webinar Playback: China Private Equity Comes of Age: How to Cut the Exit Backlog

    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.

     

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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

    Capitalize on New Opportunities with Critical Agility and Security

    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.

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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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  • 02/16/2017

    Report

    Deal Drivers 2016 Full-Year Edition

    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.

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  • 02/13/2017

    Report

    Deal Drivers Americas Full Year Edition

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

    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.

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  • 02/09/2017

    Report

    PitchBook 2016 Annual US PE Breakdown

    Capital Transactions | Merrill DataSite®

    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.

     

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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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  • 02/03/2017

    Report

    Number of announced deals in APAC & Japan down 19%

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

    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.

     

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  • 02/02/2017

    Article

    Technology's Impact On Financial Reporting: XBRL Is Imperative

    Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®

    Learn more about the advancement of technology for structured data, such as XBRL, and the impact it's having on financial reporting.

     

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  • 02/01/2017

    White Paper

    How to avoid 7 critical mistakes which commonly derail M&A deals

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

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  • 01/25/2017

    Report

    January 2017 M&A Insider

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

    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.

     

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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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  • 01/19/2017

    Case Study

    Weight Watchers Partners with Merrill to Drive Efficient Sale of Franchise

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

     

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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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  • 01/16/2017

    Report

    APAC League Table December 2016

    M&A, Reorganizations & Exchanges | Capital Transactions | Contract Management | Regulatory Disclosure for Investment Management Companies | Regulatory Disclosure for Corporations | Merrill DataSite®

    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.

     

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  • 01/11/2017

    Report

    The Impact of Geopolitical Events on Global M&A

    M&A, Reorganizations & Exchanges | 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.

     

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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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  • 01/09/2017

    Report

    The December M&A Insider Report: Finishing the Year Strong


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

    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.

     

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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

    Webinar

    Webinar Playback: The SEC and XBRL: Financial Reporting in a New Light

    Financial Services Marketing & Communications | Regulatory Disclosure for Corporations | Merrill DataSite®

    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

     

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  • 12/14/2016

    Report

    APAC League Table November 2016

    M&A, Reorganizations & Exchanges | Capital Transactions | Contract Management | Regulatory Disclosure for Investment Management Companies | Regulatory Disclosure for Corporations | Merrill DataSite®

    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.

     

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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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  • 12/09/2016

    Article

    Merrill Insurance Document Services News December 2016

    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.

     

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  • 12/09/2016

    Article

    Q&A with an Expert: Michael Melbinger Weighs in on 2017 Proxy Season Key Issues

    Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®

    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.

     

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  • 12/09/2016

    Report

    Merrill Corporation in partnership with MergerMarket presents the latest Southeast Asia M&A report

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

     

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  • 12/08/2016

    Case Study

    LTC Properties Leverages Merrill Bridge to Meet SEC Requirements

    Regulatory Disclosure | Merrill Bridge®

    Download this case study now and learn how Merrill Bridge helped LTC Properties become more efficient and meet their SEC reporting requirements.

     

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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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  • 12/07/2016

    Webinar

    Webinar Playback: The Impact of Geopolitical Events on Global M&A

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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

     

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  • 12/01/2016

    Case Study

    Corporate Finance and Growth after the Brexit Vote – A UK M&A Playbook

    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.

     

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  • 12/01/2016

    Merrill’s ComplianceCenter Solution

    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.

     

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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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  • 11/23/2016

    eBook

    Best Practices Best Dealmakers Fifth Edition Chapter 3

    M&A, Reorganizations & Exchanges

    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.

     

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  • 11/22/2016

    White Paper

    How to Choose the Right Member Communications Support Provider

    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.

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  • 11/22/2016

    Report

    Strongest month for M&A in 2016


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

    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.

     

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  • 11/22/2016

    Case Study

    Global consulting Firm Partners with Merrill Corporation for Worldwide Rebranding Campaign

    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.

     

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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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  • 11/16/2016

    Merrill Compliance Services Newsletter November 2016

    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.

     

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  • 11/16/2016

    Article

    Merrill Compliance Services Newsletter April 2017

    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.

     

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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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  • 11/11/2016

    Report

    Merrill Corporation in partnership with PitchBook presents the 3Q 2016 European PE Breakdown

    Capital Transactions | M&A, Reorganizations & Exchanges | Other | Merrill DataSite®

    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.

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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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  • 11/10/2016

    Article

    Insights on Proxy Access and Disclosure from SEC Division of Corporation Finance Director

    Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®

    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.

     

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  • 11/08/2016

    Case Study

    Merrill Executes Corporate Rebranding Project Seamlessly for Steptoe

    Financial Services Marketing & Communications | Financial Services | Merrill Connect®

    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.

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  • 11/07/2016

    Article

    SEC Investment Company Reporting Modernization Help Sheet

    Regulatory Disclosure | Merrill DPA®

    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.

     

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  • 11/07/2016

    Report

    APAC League Table October 2016

    M&A, Reorganizations & Exchanges | Capital Transactions | Contract Management | Regulatory Disclosure for Investment Management Companies | Regulatory Disclosure for Corporations | Merrill DataSite®

    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.

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  • 11/01/2016

    Hot Topics at the CFRI Conference, Nov. 14-15

    Regulatory Disclosure | Merrill Bridge®

    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.

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  • 10/27/2016

    Article

    M&A Outlook and Trends: Infographic

    M&A and Related Activities | Merrill DataSite®

    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.

     

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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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  • 10/24/2016

    Report

    Global Mega-Deals Make a Comeback


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

    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.

     

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  • 10/21/2016

    Report

    European Venture Industry Landscape: Fewer Deals, Larger Sums

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

    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.

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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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  • 10/17/2016

    Report

    The PitchBook 3Q 2016 US PE Breakdown Report

    Capital Transactions | Merrill DataSite®

    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.

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  • 10/14/2016

    Article

    The SEC Looks To Modernize Disclosure Requirements in Regulation S-K

    Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®

    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.

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  • 10/14/2016

    Report

    APAC League Table September 2016

    M&A, Reorganizations & Exchanges | Capital Transactions | Contract Management | Regulatory Disclosure for Investment Management Companies | Regulatory Disclosure for Corporations | Merrill DataSite®

    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.

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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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  • 10/07/2016

    Case Study

    Leading Health Plan Saves Millions Through Automation and Workflow Efficiencies

    Healthcare | Healthcare Member Communications | Merrill Connect®

    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.

    Download

  • 10/07/2016

    Case Study

    Health Insurance Plan Partners with Merrill to Streamline ANOC and EOC Document Creation.

    Healthcare | Healthcare Member Communications | Merrill Connect®

    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.

    Download

  • 10/07/2016

    White Paper

    Taking Control of Your Marketing Assets

    Financial Services | Financial Services Marketing & Communications | Merrill Connect®

    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.

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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.

    Read More

  • 09/21/2016

    Report

    Mexican M&A market decreases 20% in August

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

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  • 09/21/2016

    Report

    Brazilian M&A market recorded a total of 66 transactions in August

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    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.

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  • 09/21/2016

    Report

    Global M&A is bound to increase in the last four months


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

    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.

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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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  • 09/16/2016

    White Paper

    A Cost-Effective Approach to High-Quality Reporting for AIM Companies

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    Learn how efficient technologies improve quality and unlock growth opportunities in this part of a special series in response to the FRC Report.

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  • 09/15/2016

    Article

    SEC Proposes New Rules: When acquisitions call for financial statement filings

    Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®

    The September 2016 issue of the Dimensions Newsletter includes articles on the SEC's signals on the next phase of structured data, the SEC's new pay-ratio rules and enforcement in financial reporting and disclosures.

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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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  • 09/12/2016

    eBook

    The CEO and Global M&A Strategy Quest for Growth in an Interconnected World

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    How important is having a global M&A strategy today? The M&A professionals interviewed for this chapter of Best Practices of the Best Dealmakers (fifth edition) unanimously declared that in order to create value for their stakeholders, almost all companies must look for deals beyond their own borders. 

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  • 09/09/2016

    Report

    TonenGeneral Sekiyu to be de-listed from Tokyo Stock Exchange

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

    Merrill Corporation has partnered with Thomson Reuters to produce a monthly league table where you can read all about the biggest deals and top advisors ranked across Asia Pacific (APAC) and Japan for August.

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  • 09/08/2016

    Report

    Brazil's M&A Market closed 1H16 with 534 deals

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

    The TTR Monthly Brazil Report - July 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 09/08/2016

    Report

    Argentina's M&A Market increases 42,3% in the first half of 2016

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

    The TTR Argentina Half-Year Report - 1H16, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 09/08/2016

    Report

    Chile's transactional market raises 34% in 1H2016

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

    The TTR Chile Half-Year Report - 1H16, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 09/08/2016

    Report

    Peru's transactional market increases 68% in the first half of 2016

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

    The TTR Peru Half-Year Report - 1H16, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 09/08/2016

    Report

    Colombia's M&A Market closed 1H16 with 73 deals

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

    The TTR Colombia Half-Year Report - 1H16, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 09/08/2016

    Report

    Mexico's M&A market increases 159% in the value of transactions in July

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

    The TTR Monthly Mexico Report - July 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 09/07/2016

    Webinar

    Current Trends and Outlook for M&A and Private Equity

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    Playback of a webinar from August, 30 2016. Merrill Corporation brought together a group of professionals in the M&A arena to discuss current deal-making trends as well as share their outlook on private equity and valuation of deals for the remainder of the year.

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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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  • 08/24/2016

    Report

    Deal Drivers Report for EMEA H2 FY17

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

    The Deal Drivers Report for EMEA provides an extensive review of M&A activity across Europe, the Middle East and North Africa.It offers detailed analyses of specific regions and sectors. It also identifies key trends that are set to develop over the course of the next six months

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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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  • 08/22/2016

    Article

    Merrill Compliance Services Newsletter August 2016

    Financial & Regulatory Disclosure | Regulatory Disclosure | Merrill DPA®

    The August 2016 Issue of the Compliance Services News includes articles fiduciary rule timeline, SEC cyber security audit results, IRI's request to SEC and more.

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  • 08/19/2016

    Report

    The PitchBook 2Q 2016 European Venture Industry Report

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

    Following on from our recent PE Breakdown report in association with Pitchbook, Merrill Corporation presents The PitchBook 2Q 2016 European Venture Industry Report. This edition offers a full review of European venture investment by sector, size, stage and region, examining VC trends prior to Brexit.

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  • 08/17/2016

    Inline XBRL has the potential to decrease filing preparation costs

    Financial & Regulatory Disclosure | Regulatory Disclosure | Merrill Bridge®

    The SEC has introduced a voluntary iXBRL program that allows corporate US GAAP filers, both domestic and foreign, to submit their annual, periodic and quarterly reports in the the new format. Learn more about this other news and insights for financial transaction and reporting professionals.

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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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  • 08/15/2016

    Report

    APAC League Table July

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

    Merrill Corporation has partnered with Thomson Reuters to produce a monthly league table, ranking top M&A advisors in APAC & Japan. This summary also provides insight into the biggest deals in the region for the previous month.

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  • 08/12/2016

    Report

    The PitchBook 2Q 2016 European PE Breakdown Report

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

    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.

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  • 08/12/2016

    Report

    M&A notable headwinds are coming

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

    See what has been driving the general cooling of M&A and how the first half compares extremely favorably with every post-crisis year bar in Merrill Corporation and Mergermarket’s Half Year 2016 Deal Drivers Americas report.

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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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  • 08/10/2016

    White Paper

    Relieving the Pain of ANOC and EOC: Streamline Document Creation and Reduce Costs

    Healthcare Member Communications | Merrill Connect®

    The traditional ANOC and EOC processes entail a great deal of work (at great cost), present numerous opportunities for error and threatens a high cost for those errors. Leveraging an advanced, dynamic publishing platform can immediately ease this burden, with real impacts that will continue to grow year-over-year.

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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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  • 08/03/2016

    Report

    Portland M&A Activity: Pacific Northwest Remains Largely Unaffected by Global Economic Woes

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    As part of its nationwide speaker series, Merrill Corporation recently brought together a panel of respected professionals from the Portland deal community to offer their expert insights in Pacific Northwest-centric deal making and how they view deal activity for the remainder of 2016.

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  • 08/03/2016

    Report

    Seattle M&A Activity: Pacific Northwest Remains Largely Unaffected by Global Economic Woes

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    As part of its nationwide speaker series, Merrill Corporation recently brought together a panel of respected professionals from the Seattle deal community to offer their expert insights in Pacific Northwest-centric deal making and how they view deal activity for the remainder of 2016.

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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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  • 08/02/2016

    Report

    Global M&A Deals Fall 27% in First Half of 2016

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

    Download the latest Monthly M&A Insider report and see what drove the general cooling of global M&A and what is expected for the rest of the year in Mergermarket’s Half Year 2016 Monthly M&A Insider.

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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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  • 07/29/2016

    eBook

    Advising the Ultimate Leaders: The CEO and the ever-growing complexity surrounding dealmaking

    M&A, Reorganizations & Exchanges | Merrill DataSite®

    In this introductory chapter of Best Practices of the Best Dealmakers Edition 5, the stage is set for leading CEOs to discuss the increasing complexity of their roles in regards to dealmaking.

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  • 07/26/2016

    Article

    Dimensions Newsletter, The Compliance Authority, July 2016

    Financial & Regulatory Disclosure | Regulatory Disclosure | Merrill Bridge®

    The July 2016 issue of the Dimensions Newsletter includes articles on the proxy disclosure rules on executive compensation, the SEC's rules on registration fees and non-GAAP financial measures.

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  • 07/26/2016

    Article

    The SEC Intensifies Its Focus On Non-GAAP Financial Measures

    Financial & Regulatory Disclosure | Merrill Bridge®

    Non-GAAP financial measures are open to misinterpretation and present a potential for prevarication or abuse. Get the details on how the SEC is addressing the issue.

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  • 07/25/2016

    White Paper

    Steps for the Optimal Exit Strategy for Private Equity Firms

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

    For private equity firms, the market in which to sell portfolio assets in 2015 proved resilient. However, with the global economy taking a turn for the worse in 2016, a sense of caution has returned. Yet with sufficient forethought, positioning and execution, profitable exits can still be achieved.

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  • 07/21/2016

    Report

    Mexico's M&A Market Closed 2Q16 with 89 Deals

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

    The TTR Quarterly Mexico Report - Second Quarter 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 07/21/2016

    Report

    Brazilian M&A Market Decreases 7% in the second quarter of 2016

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

    The TTR Quarterly Brazil Report - Second Quarter 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 07/19/2016

    Report

    Exclusive High Yield and Leveraged Finance Report

    Capital Transactions | Financial & Regulatory Disclosure | Merrill Bridge®

    After a dismal start to the year, Europe's High Yield and Leveraged Loan markets staged a dramatic recovery. Investors led a stampede back into the asset class, as they hunted for yield amid a backdrop of negative rates and European Central Bank largesse.

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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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  • 07/14/2016

    Report

    The PitchBook 2Q 2016 US Private Equity Breakdown Report

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

    The PitchBook 2Q 2016 US Private Equity Breakdown Report provides a review of all U.S. private equity investment, exits and fundraising activity in the first quarter of 2016.

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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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  • 07/11/2016

    Report

    China invests in Finland based video games developer

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

    Merrill Corporation has partnered with Thomson Reuters to produce a monthly league table, which ranks the top M&A advisors in APAC, including Japan. This summary also provides insight into the biggest deals in the region for the month of June.

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  • 07/08/2016

    Report

    Keynote Conversation | GLOBALIZATION AND TRANSNATIONAL DEALMAKING

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

    Although volume and value of M&A transactions was down in the first quarter of 2016, cross-border M&A continues to contribute at high levels. Gain insights and reflections on the opportunities and challenges in cross-border M&A activity in this roundtable discussion with an esteemed panel of M&A experts.

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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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  • 06/30/2016

    Case Study

    Hilltop Holdings Cuts Days Off Filing Cycles with Merrill Bridge

    Capital Transactions | Financial & Regulatory Disclosure | Merrill Bridge®

    Diversified financial-services holding company, Hiltop Holdings, Inc. used Merrill Bridge to cut draft turn times by 3-5 days per quarter and save time with links between the platform and Microsoft® Word and Excel®.

    Download

  • 06/30/2016

    Brochure

    Integrated Solution for Global Transactions

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

    The partnership of Merrill Corporation and Takara Printing creates the first fully integrated, end-to-end solution in the Japanese market for managing the documentation, information sharing and compliance requirements of global financial transactions.

    Download

  • 06/29/2016

    Article

    Dimensions Newsletter, The Compliance Authority, June 2016

    Financial & Regulatory Disclosure | Regulatory Disclosure | Merrill Bridge®

    The June 2016 issue of the Dimensions Newsletter includes articles on the SEC's signals on the next phase of structured data, the SEC's new pay-ratio rules and enforcement in financial reporting and disclosures.

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  • 06/29/2016

    Article

    Finding the median employee: Navigating the SEC’s new pay-ratio rules

    Financial & Regulatory Disclosure | Merrill Bridge®

    The SEC adopted final rules on pay-ratio disclosure in August 2015, thereby fulfilling a Dodd-Frank directive. From early 2018 onward, non-exempt public companies must disclose the CEO’s total yearly compensation, the median of all other employees’ yearly compensation, and a ratio that compares the two.

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  • 06/24/2016

    Report

    Private Equity Activity Increases 24% in Q2 Despite Global Slowdown

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

    Get a full detailed review of global M&A dealflow from the past month, as Merrill Corporation proudly presents the June edition of the M&A Monthly Insider prepared by the intelligence team at Mergermarket.

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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.

    Read More

  • 06/21/2016

    Report

    Brazilian M&A Market Decreases 6% in May

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

    The TTR Monthly Brazil Report - May 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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  • 06/21/2016

    Report

    Mexico's M&A Market Continues to Rise in May

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

    The TTR Monthly Mexico Report - May 2016, sponsored by Merrill Corporation, is a result of local research and market analysis by TTR’s Research and Business Intelligence team.

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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.

    Read More

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