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Regulatory Disclosure | Merrill Bridge®
The SEC is undergoing a crucial period of transition under Chair Jay Clayton, who was appointed by President Trump earlier this year. Unlike the previous chair, Mary Jo White, who is a former prosecutor and litigator, Mr. Clayton is a transactional lawyer. He is expected to focus more on improving the capital markets than on enforcement.
M&A, Reorganizations & Exchanges | Contract Management | Merrill DataSite®
What Does Ironclad Security Mean in the Cloud? When assessing the viability of cloud-based virtual data rooms, ironclad security is about much more than technology. Product, process and people are at the heart of a rigorous security management philosophy – learn what to look for with our latest white paper
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M&A and Related Activities | Merrill DataSite®
Read the Weekly M&A Digest for September 15, 2017 and learn more about the following topics; Contest for Toshiba Memory Chip Business Heats Up, Contest for Toshiba Memory Chip Business Heats Up, Alphabet Mulling Investment in Lyft and more.
Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Merrill Bridge®
The September 2017 issue of Dimensions features a fresh interview with Mike Willis, assistant director, SEC Office of Structured Disclosure. Learn more about his thoughts about the SEC's commitment to XBRL, examples of how XBRL is proving beneficial to the SEC and more.
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Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DataSite®
Merrill Corporation brings you the August 2017 league table for Asia Pacific and Japan M&A involvement. Produced in cooperation with Thomson Reuters.
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M&A and Related Activities | Due Diligence | Capital Transactions | Merrill DataSite®
Businesses face increasingly sophisticated cybersecurity threats that expose them to costly operational disruptions and reputational damage. But in the mergers and acquisitions process, there is concern these potential risks aren’t getting appropriate scrutiny when dealmakers engage in due diligence.
XBRL & Edgar Filing | Merrill Bridge®
Are you a current Merrill Bridge™ user? Watch this on-demand webinar to learn more about basic formatting in Microsoft® Excel® and Microsoft® Word within the Bridge platform.
Read the Weekly M&A Digest for September 8, 2017 and learn more about the following topics; United Technologies Cinches Rockwell Collins Deal, Tronc Buys New York Daily News, Schneider Electric to Take Control of Aveva Group and more.
The September issue of M&A Deal Forecaster is here! Merrill Corporation's M&A Deal Forecaster shares unique M&A insights based on Merrill's majority share of financial due diligence projects. This month, see the top growth industries in deal volume and take a deeper dive into Industrial Manufacturing - segment seeing a 22% increase in deal activity year-over-year.
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M&A, Reorganizations & Exchanges | Merrill DataSite®
Service is in our DNA. No matter where you are in the world, Merrill has expert support to handle your questions. From Hong Kong to New York, and any point in between, our team is ready to help. Learn more about our dedicated service teams.
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Read the Weekly M&A Digest for September 1, 2017 and learn more about the following topics; Gilead to Buy Kite Pharma for Nearly $12 Billion, United Technologies Near Deal to Acquire Rockwell Collins, Uber's new CEO and more.
XBRL & Edgar Filing | Financial & Regulatory Disclosure | Merrill Bridge®
Take note if you’re involved with SEC XBRL financials: there’s a new document that provides guidance on structuring and tagging the statement of cash flows using the US GAAP taxonomy. The Statement of Cash Flows Guidance was produced by the XBRL US Data Quality Committee (DQC) to reduce errors and improve consumption of XBRL data.
Pent-up demand, sustained market strength and a solid IPO pipeline may lead to more IPO activity over the next year. A growing number of corporations, private equity firms and family offices aggressively seeking investment opportunities are shifting the landscape and creating a new approach to capital raising.
Financial Services | Merrill Connect®
Learn how Merrill Connect technology and Merrill's expertise delivered value to a client that was in need of an ordering portal solution on a short timeline.
A compendium of highlights and observations from the week’s notable M&A news, compiled by Merrill Corporation which facilitates the sharing and disclosure of financial information in transactions such as these.
There are iconic locations where major mergers and acquisitions are forged -- think New York, London, Paris, Frankfurt and Hong Kong. Merrill Corporation supports its clients from these and other locations internationally.
M&A, Reorganizations & Exchanges | Capital Transactions | Merrill DataSite®
Welcome to the half-year edition of Deal Drivers EMEA, published by Mergermarket in association with Merrill Corporation. This report provides an extensive review of M&A activity across Europe, the Middle East and North Africa.
After a year in which regulatory hurdles played a role in the highest volume of deal withdrawals since the financial crisis, changes in Washington spurred expectations for a sharp 2017 pickup in mergers and acquisitions. But a handful of deal setbacks this year raises questions.
Capital Transactions | M&A, Reorganizations & Exchanges | Merrill Bridge® | Merrill DataSite®
For private equity and corporate development professionals, timing is a major factor in the success of a divestiture or acquisition. When engaging a potential partner or target, your ability to privately share relevant, accurate information and perform discreet analysis of the opportunity is essential.
The Deal Drivers Half Year report takes an in-depth look at M&A activity and data in North America and Latin America, as well as examine key trends that dealmakers expect to see in the second half of 2017.
The quarterly consensus from executives at the world’s largest investment banks – and some smaller ones, too – is that the deal environment is “healthy,” if unspectacular in comparison to the previous two years, though a murkier timetable on expected tax reform and other policies could lurk as a potential drag.
Merrill Corporation and Thomson Reuters have teamed up to give you July 2017’s top M&A updates, as well as a list of the month’s top financial advisors.
Due Diligence | IPO & Equity Offerings | Merrill DataSite®
Performing due diligence in preparation for an initial public offering can be a fraught process. Learn how a recent Merrill client discovered the benefits of a Merrill DataSite VDR as they sought to streamline the fact check and circle-up processes.
XBRL & Edgar Filing | Regulatory Disclosure | Merrill Bridge®
The July issue of Dimensions featured an interview with Emil Efthimides, the regulatory monitor for the Global Data division at Bloomberg LP. He oversees the collection and delivery of financial-statement data for use by investors and financial analysts.
According to data from Mergermarket M&A volumes are down across Europe, but what does this mean for M&A in EMEA?
Discover our thoughts on M&A in EMEA, with insights from Mergermarket and our own Merrill data.
As part of our popular recent webinar "Executing Effective M&A: Opportunities in Oil & Gas", we polled close to 1,000 M&A and industry professionals for their thoughts and insights on activity and opportunities in the Oil & Gas sector.
Download the report
Capital Transactions | M&A, Reorganizations & Exchanges | Other | Merrill DataSite®
Download your copy of the Q2 Pitchbook European Breakdown now to discover deal flow, exits and fundraising across Europe.
Both the SEC and the major providers of financial information - such as Bloomberg Global Data - are using XBRL-tagged financial-statement data. This reinforces the need for every filer to ensure that its XBRL tagging and structuring are accurate so investors will understand its financial story properly.
According to data from Mergermarket M&A volumes are down across Europe, but what does this mean for Turkish M&A?
Listen to Merlin Piscitelli, Head of Sales at Merrill Corporation shares his thoughts on M&A in Turkey, with insights from Merrill and Mergermarket data.
Despite significantly lower announced M&A volumes across Europe, we’ve continued to see a growth in projects so far this year, has this been the case for Spanish M&A?
Take a look at our snapshot view highlighting the comparative volumes, values and sector performance for deals taking place in Spain.
After the June 2014 oil price collapse, the Oil & Gas industry experienced a wave of reactive actions including cost cutting, reduction of capital expenditure, massive reductions in headcount and the shelving or outright cancelling of major projects.
Entering into the second-half of 2017, we look back on an H1 that saw global M&A deal values soar, but volumes plummet. Geopolitical uncertainty and currency volatility continue to make dealmakers cautious. However, the select deals that are being made are setting new records.
Despite significantly lower announced M&A volumes across Europe, we’ve continued to see a growth in projects so far this year, has this been the case for Belgium M&A?
Take a look at our snapshot view highlighting the comparative volumes, values and sector performance for deals taking place in Belgium.
Despite significantly lower announced M&A volumes across Europe, we’ve continued to see a growth in projects so far this year, has this been the case for Central and Eastern Europe M&A?
Take a look at our snapshot view highlighting the comparative volumes, values and sector performance for deals taking place in Central and Eastern Europe.
Despite significantly lower announced M&A volumes across Europe, we’ve continued to see a growth in projects so far this year, has this been the case for M&A in the Middle East and Africa?
Take a look at our snapshot view highlighting the comparative volumes, values and sector performance for deals taking place in Middle East and Africa.
According to data from Mergermarket, M&A volumes are down across Europe, so what does this mean for Polish M&A?
Hear Mike Hinchliffe, Head of Sales at Merrill Corporation, share his thoughts on Polish M&A, with insights from Merrill and Mergermarket data.
Entering the second-half of 2017, we look back on an H1 that saw global M&A deal values soar, while volumes dropped. Geopolitical uncertainties and currency volatility have been the key contributors that continue to make dealmakers hesitant.
July Merrill M&A Forecaster Shines a Light on Real Estate, Global Deal Activity. Year-over-year, M&A activity in Telecommunications Services has grown while Energy Utilities took a hit. Real Estate is enjoying a second straight month in the top 10 sectors for activity and France continues to be an active market.
According to data from Mergermarket, M&A volumes are down across Europe, so what does this mean for M&A in the Czech Republic?
Hear Mike Hinchliffe, Head of Sales at Merrill Corporation, share his thoughts on Czech Republic M&A, with insights from Merrill and Mergermarket data.
According to data from Mergermarket, M&A volumes are down across Europe, so what does this mean for Belgium M&A?
Hear Mike Hinchliffe, Head of Sales at Merrill Corporation, share his thoughts on Belgium M&A, with insights from Merrill and Mergermarket data.
According to data from Mergermarket, M&A volumes are down across Europe, so what does this mean for Spanish M&A?
Hear Merlin Piscitelli, Head of Sales at Merrill Corporation, share his thoughts on Spanish M&A, with insights from Merrill and Mergermarket data.
Dealmakers are seeing an ongoing build-up of capital poised to flow into the oil and gas sector, as the industry continues to stabilize amid the fallout from a crushing three-year downturn in crude prices. The main sources of cash are private equity firms and other non-bank lenders, while commercial banks maintain a cautious posture toward the energy sector, still nursing wounds inflicted by the oil price bust.
On July 19th, Merrill Corporation hosted the webinar titled, “Executing Effective M&A: Opportunities in Oil & Gas”. Along with an overall view of the market and sector, the panel comprised M&A and Industry experts engaged a lively discussion covering key topics
Scalability. Agility. Speed. These are all the buzzwords we hear around technology and platform development these days – and you certainly hear them in the hallways and Skype conversations across Merrill’s global operations. But they are more than just words here, they have become the way we do business.
Contract Management | Merrill DataSite®
Merrill Corporation brings leading expertise fused with progressive technology to help you secure success at every phase of the business lifecycle. We are your market-leading partner for due diligence, portfolio management and high ROI exits.
Merrill Corporation has for a decade been instrumental in facilitating and promoting XBRL data reporting standards to allow for better and more efficient analysis of financial reports. In a testament to those efforts and its industry leadership, Lou Rohman, vice president of XBRL Services, was recently appointed chairman of the XBRL US Data Quality Committee (DQC).
Capital Transactions | Merrill DataSite®
Despite the complex deal making environment the US Private Equity industry is facing, PE funds are still deploying capital. PE deal flow held steady in 2Q 2017, though it is still slightly below last year’s pace. Across the US, 886 deals were completed, totaling $153.6 billion in value (estimated).
Merrill Corporation and Thomson Reuters have teamed up to give you June 2017’s top M&A updates, as well as a list of the month’s top financial advisors.
During the recent Due Diligence Summit for Life Sciences in Boston, the strategic importance of a site visit prior to executing an M&A, licensing, or strategic partnership event was highlighted as an essential component of a comprehensive due diligence plan.
Regulatory Disclosure | Regulatory Disclosure for Corporations | Merrill Bridge®
Financial reporting is changing! The new structured data (XBRL) format for disclosing financial information has significant impact to all SEC filers. The SEC is now consuming XBRL data with increasing frequency and sophistication and recently proposed a new Inline XBRL format.
Emil Efthimides is the regulatory monitor for the Global Data division at Bloomberg LP, where he oversees the collection and delivery of financial-statement data for use by investors and financial analysts. He works on the front line of XBRL-tagged financial data with Bloomberg’s standardization team, global market representatives, and fundamentals analysts.
Other | Merrill DataSite®
Working in partnership with Microsoft Azure and Pivotal Cloud Foundry, Merrill is accelerating our pace of innovation and expanding our ability to serve customers anywhere.
On Saturday 10th June, for the 7th year running, Merrill hosted several clients at the world-famous European calendar fixture, Polo in the Park, held at West London’s historic Hurlingham Park. This year’s event witnessed brilliant sunshine, offering the perfect setting for a day of gripping competition.
On Thursday June 22nd, Merrill participated in the 2017 ACG Holland Growth Awards. Attended by Senior Account Manager, Luuk Visschedijk and Regional Head of Sales Mike Hinchliffe. ACG Holland, the Dutch arm of the global organisation focused on driving middle-market growth, held its second annual Growth Awards Ceremony at the Heineken Experience in Amsterdam.
In June, we saw M&A activity in the Financial Services industry shoot up nearly 37% year over year, while Legal Services plunged 54%. These are the kinds of insights you'll find in Merrill's exclusive M&A Deal Forecaster -- a monthly snapshot of Merrill data pulled from examination of our majority share of financial due diligence projects.
Due Diligence | Merrill DataSite®
If you’ve ever bought or sold a home, you have some sense of the angst conjured by the decisions surrounding a major financial transaction.
According to data from Mergermarket, M&A volumes are down across Europe, so what does this mean for Turkish M&A?
Hear Merlin Piscitelli, Head of Sales at Merrill Corporation, share his thoughts on Turkish M&A, with insights from Merrill and Mergermarket data.
The investment banking industry continues to evolve quickly in the face of the impact of existing new and old regulations, stiff competition and headwinds.
Merrill Corporation recently held a one-hour webinar to show Merrill Bridge users some tips, tricks and new ideas on leveraging the integrated functionality of Microsoft® Excel® and Microsoft® Word within the Bridge platform. Did you miss the live event? You can access the webinar replay here!
The Monthly M&A Insider explores the global M&A market with respect to the numbers, movements and trends. In April we saw the continuation of the deal market falter. The ongoing political uncertainty, which shows few signs of being resolved has caused hesitation amongst dealmakers.
As we reach the halfway mark of 2017, macroeconomic factors still invoke caution among dealmakers as volatility and uncertainty becomes the norm. Despite this environment, global M&A value to date continues to exceed that of 2016
Looking to learn more about the concept and evolution of structured data, including XBRL, how the SEC and Market are using it, and why XBRL quality is important? Spend an hour with this Merrill Corporation webinar playback to get the facts about XBRL
Welcome to the latest edition of Compliance Services News, where we remain committed to keeping you informed of industry-related topics as the regulatory environment continues to evolve, requiring change in operational, technical and production systems.
Regulatory Disclosure | Regulatory Disclosure for Corporations | Merrill DataSite®
Merrill Corporation recently held a one-hour webinar focused on why XBRL quality is important to your SEC filing. Don't miss this replay! Learn how the SEC, Markets, and Analysts are using XBRL, and watch a demo that will show how a SaaS platform streamlines compliance for Financial Reporting.
Welcome to the May 2017 edition of the Merrill Deal Forecaster, a unique set of insights into future M&A activity based on Merrill’s majority share of financial due diligence projects.
Financial Services Marketing & Communications | Merrill Connect®
As a trusted partner, and experienced service provider in regulatory disclosure, Merrill has been committed to staying well-informed of the SEC's rule to adopt changes to modernize and enhance the reporting and disclosure of information by registered investment companies.
From web publishing to electronic delivery needs, Merrill's PublishingCenter solution provides the support you need to set yourself apart from the crowd. Our end-to-end solution simplifies website implementation and regulatory updates, helping companies provide investors easy access to ifnormaiton and documents.
After a lackluster 2016, the market for initial public offerings shows signs of a revival in 2017. Simultaneously, the SEC has indicated a renewed interest in supporting IPOs under its new chair, Jay Clayton, who has stated that capital formation will be one of his highest priorities.
As part of our recent popular webinar "Executing Effective M&A: Opportunities in Healthcare", we polled more than 1,000 M&A professionals for their thoughts and insights on activity and opportunities in the healthcare sector. Their answers are revealing, and provide an interesting look into what might be expected in the months ahead.
Get a copy of this useful summary report from Thomson Reuters and Merrill for the latest information on last month’s M&A activity, as well as the full list of top financial advisors.
As major data providers incorporate XBRL-tagged disclosures into their feeds, the trend toward widespread use of structured data underscores the need for filers to ensure accurate XBRL tagging.
Welcome to the first issue of the Merrill M&A Deal Forecaster, offering a unique set of insights into future M&A activity based on Merrill's majority share of financial due diligence projects. The M&A Deal Forecaster provides a look into the future deal landscape with additional interesting data points that will help you narrow your search, gain valuable insight and improve efficiency when you seek new opportunities.
M&A, Reorganizations & Exchanges
While getting a deal to the finish line is often worthy of trumpeting success, the CEO and his closest advisors know only too well that the real work has just begun.
Recently, I moderated a panel discussing how to create and execute a M&A “masterpiece”, identifying key focus areas for successful transactions. To move this from the all too common theoretical “best practice” review, we examined this topic using real-life examples against the backdrop of healthcare.
Learn how you can save significant time and money by automating the creation, production and distribution of your fact sheets and other marketing documents through an intelligent dynamic publishing platform.
Did you miss our recent webinar or looking to view the playback in which our panel of M&A experts discussed current trends in the Healthcare sector and how to identify and capitalize on the opportunities in this sector
Download your copy of the Q1 Pitchbook European Breakdown now to discover deal flow, exits and fundraising across Europe. With the general elections a few short weeks away, discover the state of the PE industry in this month’s Pitchbook Spotlight - PE activity in the UK.
From retailer system hacks and cars that can be manipulated remotely to the internal systems of some of the biggest technology providers in the world, cybersecurity is one of the hottest topics for just about anyone who operates machinery, uses phones or turns on a computer. It was also the theme of a discussion I recently had with Mary Ellen Callahan, partner, Jenner & Block and former chief privacy officer of the US Department of Homeland Security, at the ACG InterGrowth conference on April 25.
Despite an optimistic start to 2017 with the strongest January on record, the deal market faltered throughout the rest of Q1. In April, we saw more of the same. Overall deal volume was down by 530 deals on April 2016, however value inched higher with US$229.96bn worth of deals versus US$221.4bn. This volume decline came against the backdrop of political unrest that shows few signs of being resolved.
M&A, Reorganizations & Exchanges | Regulatory Disclosure | Capital Transactions | Portfolio Management | Merrill DataSite® | Merrill Bridge®
Merrill Corporation recently hosted a dynamic global webinar that explored private equity in the German mid-market. It sparked a lively discussion among our esteemed panel of experts, including Christoph D. Kauter, Founding and Managing Partner at Beyond Capital Partners; Dr Rainer Traugott, Partner, Latham & Watkins; and Nick Money-Kyrle, Founder and Managing Partner for Steadfast Capital.
Merrill Corporation has partnered with Thomson Reuters to produce a monthly league table, ranking leading M&A advisors in Asia Pacific (APAC) including Japan. This summary also provides insight into the biggest deals in the region for the previous month.
With the recent changes on IFRS SEC all SEC Foreign Private Issuers that prepare IFRS financial statements will be requested to submit XBRL files for periodic financial reporting. Listen to Merrill’s latest crucial and informative webinar playback discussion.
Following our recent webinar focusing on the DACH Region, we caught up with Christoph D. Kauter, who took part in our panel, to share some of his thoughts and insights on the event and the German Market.
Capital Transactions | Due Diligence | Data Warehousing | Contract Management | Portfolio Management | Merrill DataSite®
Experience matters, especially in an industry as varied and complex as life sciences. Opportunities can materialize in a matter of days, or slowly over the course of many months. No matter the size or type of engagement, the security of your intellectual property and the integrity of the opportunity lifecycle is essential.
Did you miss our recent webinar or looking to view the playback in which our panel of experts discussed the current challenges and opportunities for Private Equity houses in the German Mid-Market.
As sponsors of the annual ACG InterGrowth Conference between April 24 and 26, we were perfectly positioned to direct attention of Merrill Corporation and how our services support the nearly 2,000 M&A and Private Equity dealmakers swarming the conference floor at Aria Resort and Casino.
With Jay Clayton’s confirmation, as new SEC chair, we know we can expect to see changes in both focus and tone from the Commission. I anticipate that, with his background as a corporate attorney, Clayton will focus more on improving capital markets than on enforcement.
The SEC is now undergoing a crucial period of transition. While a new SEC chair always reshapes the agency somewhat, other events will also influence the course of its direction and activities.
The April edition of the Monthly M&A Insider – which is developed by Merrill Corporation and Mergermarket – looks back at the first quarter of 2017. During this time, we have seen a spike in global M&A deal value when compared to Q1 2016, but a sharp decline in volume.
As healthcare continues to be a hot topic and in the wake of the AHCA failing to pass, we are interested in how dealmakers grapple with the level of uncertainty around key policies and regulations in the US healthcare industry.
WATCH OUR LATEST VIDEO NOW with Merrill’s Directors of External Reporting Solutions and IFRS experts in EMEA, Jennifer Fothergill and Ryan Coyne, who’ll explain more about the changes, how they will affect your business and next steps you need to take.
Market performance in March regained momentum. Total deal value rose 8.9% versus Q1 2016 to reach US $678.5bn, yet the number of deals dropped from 4,326 to 3,554. We’re still seeing many companies taking a wait-and-see approach to M&A due to regulatory swings in the US, Europe, and Asia.
Watch our latest video with Merrill’s Directors of External Reporting Solutions and IFRS experts in EMEA, Jennifer Fothergill and Ryan Coyne, who’ll explain more about the changes, how they will affect your business and next steps you need to take.
Play the video
The US Private Equity industry faces a complex dealmaking environment that could turn unfriendly if current trends hold. Company inventory and dry powder have ballooned, while deal flow and fundraising carry on at historic levels.
The April 2017 Issue of the Compliance Services News includes articles SEC Proposed Rule Amendment, DOL Fiduciary Rule Delay and more.
Two powerhouses in the eyewear market are intending to join forces. Essilor, with more than 60,000 employees globally, specializes in manufacturing of lenses. The other with the exotic name, Luxottica, has approximately 80,000 staffers and is the parent of brands like Oakley and Ray-Ban as well as retail outlets like Sunglass Hut and Target Optical.
Financial & Regulatory Disclosure | Regulatory Disclosure | Capital Transactions | Regulatory Disclosure for Investment Management Companies | Regulatory Disclosure for Corporations | Merrill Bridge®
Howard Kaplan, a data analyst for the Center for Risk and Quantitative Analysis in the SEC's Division of Enforcement, recently answered questions about his team's work and the role of structured data.
When the heat is on, your ability to be lean, agile and informed is critical. Drive a smarter M&A process with the right kinds of collaboration tools to create a predictable, consistent process from the earliest days of a deal straight through integration activities.
In this 4th Chapter, we explore the essential processes of due diligence and purchase price negotiations that are employed to ensure a proper valuation of the deal as it moves toward closing.
Healthcare | Merrill Connect®
Are you struggling with your mandated member communications? Do you start over every year? Scramble with last minute regulatory changes? Anxious you’ll miss delivery dates? You’re not alone. Good news is there’s a better way!
Motivations for an IPO can vary greatly – investors seeking an exit, leadership looking to boost their CVs, increased transparency for the next organic growth cycle, a financial injection. No matter what’s driving it, one critical element to get it right in this cycle is timing.
On Wednesday 1 March, the long-awaited mandate requiring IFRS filers to file in XBRL was announced by the SEC. This is a momentous step for IFRS filers and failure to comply is not an option.
The past several years saw rapid acceleration in the M&A market as it recovered to post-recession levels. 2015 produced the highest volume and value in M&A since 2007, with 2016 not far behind.
The Monthly M&A Insider explores the global M&A market with respect to the numbers, movements and trends, as well as revealing the top financial and legal advisers – globally and across six regions.
Following my December post on Merrill’s commitment to the capital markets sector, recent events have prompted me to reiterate its importance. PR Newswire, a public relations technology and services firm, has divested Vintage, its financial printing and compliance business. The assets ended up with Toppan Vite, a subsidiary of a large Japanese printing conglomerate.
IPO & Equity Offerings | Financial Services | Capital Transactions | Merrill Bridge®
The flow of new High Yield bonds in 2016 didn’t come as a steady stream...
It started off quite slow with Asian and oil worries still impeding the markets. New issuance only started to gain momentum around April and May. There was the usual break for the summer, enhanced by the fear around Brexit, and then another peak in September before issuance fizzling out in the build up to the US elections.
Five years of roaring M&A growth may finally have found its ceiling as deal totals for acquisitions in North Asia settle into more modest territory, in a year marked by volatility and uncertainty across the globe.
Companies are increasingly looking beyond borders to find new opportunities to drive external growth. However, cross-border deals also bring layers of complexity that present new barriers and risks.
On March 1, 2017 the U.S. SEC published the IFRS Taxonomy on its website and, consequently, launched a mandate for IFRS companies to submit XBRL files for periodic financial reporting.
On March 1, 2017, the SEC passed a proposed rule requiring Inline XBRL as the format for submitting financial statements to the SEC. The requirement will be phased-in for operating companies.
2016 was a tumultuous year for European governments and investors. The prime ministers of Britain and Italy both resigned, the region continued to grapple with sovereign debt repayments, and concerns continued around the riskiness of some money centre banks—not to mention the refugee crisis that has gripped the continent for some time now. PE investors expressed unease, and the value of PE investments fell sharply.
Financial Services Marketing & Communications | Regulatory Disclosure for Corporations | Merrill DataSite®
Did you miss our recent webinar or looking to view the playback of our recent APAC webinar? Merrill Corporation and Finance Asia brought together a group of esteemed professionals to discuss these topics.
Learn how our Iberia sales team support capital transactions with our award-winning virtual data room (VDR), Merrill DataSite. To date, we have processed 18,000,000 pages for our clients in Iberia who have used our VDR platform. This month we've expanded our presence in Iberia.
Financial Services | Financial Services Marketing & Communications | Merrill Connect®
Premium virtual data rooms improve security and agility as you respond to growth opportunities. Learn more on how to leverage late-stage private investments while courting M&A offers and remaining open to a high-value IPO by engaging with premium virtual data room (VDR) technologies.
After the financial crisis in 2008, the SEC took an activist approach under Chair Mary Jo White. They attempted to balance implementing the requirements of the gargantuan Dodd-Frank Act, which Congress passed to prevent similar issues, with its core three-part mission: protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.
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.
Take a look at the evolving role of activism in mergers and acquisitions worldwide, with guidance from eight experts in “The Rebirth of Investor Activism: From Raiders to Rescuers, a New Generation.”
Take a closer look at the current state of antitrust and what it may mean for your deals, despite the size, with four global experts in special report “Halcyon Days Are Here Again: The Return of the Antitrust to M&A.”
Does your organization’s or Insider's EDGAR Company Profile include an up-to-date email address? If not, you could be in for a big hassle that could keep you from filing on time.
Watch this video and learn how the new structured data (XBRL) format for disclosing financial information significantly impacts all companies, public and private. The SEC is requiring and using structured data with increasing frequency and sophistication
A new feature is coming to SEC XBRL. It’s called “typed dimensions”. The SEC updated its EDGAR Filer Manual on December 12, 2016, to allow for this new feature, stating that “filers will be able to provide typed dimensions defined in standard taxonomies in all XBRL submissions.
Regulatory Disclosure | Merrill Connect Dynamic Publishing®
The November 2016 Issue of the Compliance Services News includes articles SEC Modernization Rule, SEC Creates New Finra-Focused Task Force, Money Market Fund Update and more.
The December 2016 issue of the Dimensions Newsletter includes Q & A with expert Michael Welbinger, guiding the board through its fiduciary duties on corporate cybersecurity and recent developments in structured data for companies and investors.
In a year marked by volatility and uncertainty across the globe, Southeast Asia has been dealt a mixed hand of challenges and opportunities, both testing the region’s ability to overcome increasingly difficult economic conditions and offering new pathways towards growth.
Download this case study now and learn how Merrill Bridge helped LTC Properties become more efficient and meet their SEC reporting requirements.
Something strange happened on Tuesday. As my colleague Richard Martin was moderating a panel on our very well-attended webinar on “The Impact of Current Geopolitical Events on M&A”, a telecommunications company announced that it’s buying a leading virtual data room (VDR) provider. No, it wasn’t Merrill, but one of our leading competitors!
I saw technology intersect several times with the SEC filers that use IFRS (International Financial Reporting Standards) during the 2016 Conference on Current SEC and PCAOB Developments on December 5-7 in Washington DC. But despite this, SEC IFRS filers still aren’t required to submit financial statements using XBRL, a technology format that provides tagged financial data, allowing software to efficiently consume the data.
Playback of a webinar from December, 7 2016. Merrill Corporation brought together a panel of global experts to discuss current deal-making trends, the health of the M&A market, and their outlook for 2017
Capital Transactions | M&A, Reorganizations & Exchanges | Merrill DataSite® | Merrill Bridge®
Download this exclusive playbook now to glean insights on the state of present deal making in the UK and what those at the heart of the industry have to say about positioning business for growth in 2017.
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