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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.
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M&A and Related Activities | Merrill DataSite®
From retailer system hacks and cars that can be manipulated remotely to the internal systems of some of the biggest technology providers in the world, cybersecurity is one of the hottest topics for just about anyone who operates machinery, uses phones or turns on a computer. It was also the theme of a discussion I recently had with Mary Ellen Callahan, partner, Jenner & Block and former chief privacy officer of the US Department of Homeland Security, at the ACG InterGrowth conference on April 25.
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.
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. 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.
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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.
M&A, Reorganizations & Exchanges | Merrill DataSite®
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.
XBRL & Edgar Filing | Financial & Regulatory Disclosure | Merrill Bridge®
With Jay Clayton’s confirmation, as new SEC chair, we know we can expect to see changes in both focus and tone from the Commission. I anticipate that, with his background as a corporate attorney, Clayton will focus more on improving capital markets than on enforcement.
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.
Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®
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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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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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!
Download this case study now and learn how Merrill Bridge helped LTC Properties become more efficient and meet their SEC reporting requirements.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Learn how efficient technologies improve quality and unlock growth opportunities in this part of a special series in response to the FRC Report.
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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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
The UK Financial Reporting Council (FRC) has been examining and analysing reporting quality issues in AIM-quoted and other smaller companies.
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.
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.
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.
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.
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.
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.
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.
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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