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Partnerships built on trust

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Leadership

Work with market leaders in financial reporting and dealmaking. We’re trusted industry advisors.

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Expertise

Experience an elevated level of expertise to help discover and serve shared objectives.

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Network

Access a carefully selected alliance of ambitious firms who seek to harness new growth drivers.

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Innovation

Learn more about the innovation that builds additional capabilities around DFIN core software solutions.

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Hear perspectives from our network

View DFIN conversations where partners share their experience guiding clients through the transformative growth process.

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insider by dfin

Transforming the financial close & reporting process for IPO

With Tom Kelly
Sr. Director of Product Management

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Transforming from a private to public company

With Andrew Smith
VP Strategic Partnerships & Aliances

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With Mike Whitmire
Co-founder & CEO of FloQast

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Explore our trusted ecosystem

See our official list of the most reliable, easily integrated and industry leading firms in fintech and consulting.

Learn more about what to expect from our global technology and consulting partners.

Explore partners
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A single, fully integrated ERP that helps over 34,000 organizations streamline processes, improve visibility, and reduce IT costs.

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Accounting workflow automation software streamlining month-end close & compliance processes, like automated reconciliations and documentation requests.

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Diligent is a leading provider of modern governance solutions trusted by over 700,000 board members and leaders globally to drive success & control.

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Deliver and disclose important financial and material news to investors with the highly credible source of news distribution.

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Simplify the proxy management process for brokers, corporate issuers, and funds.

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Tipalti is the only AP automation solution that streamlines the entire invoice-to-pay-to-reconciliation accounts payable process.

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Three great reasons to partner with DFIN

Become a Partner

1

Competitive Advantage

Establish more trust and value with your prospects and clients.

2

Efficient Reporting

Create seamless financial solutions that help your clients succeed.

3

Increased Growth

Position yourself as a growth leader moving clients toward IPO.

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DFIN named partner of the year

NetSuite recognized DFIN as the SuiteCloud Breakthrough Partner of the Year for 2022.

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83% of partners agree that the future of their business depends on a provider-partner ecosystem that fosters innovation.*

*Accenture Building high-impact @partner ecosystems. Collaborate, co-innovate, and co-invest. 2022

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15 minutes is plenty of time to learn how you can leverage the DFIN partner ecosystem.

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IPO Readiness: Preparing for the Market Return

Watch NetSuite and DFIN IPO experts on how to prepare for the market return and what companies should invest in to prepare for their next stage in the IPO process.

DFIN Software

More findings, right this way

Blog

Navigating the Latest SEC Climate Disclosure Rules: We’ve Got Your Back

Craig Clay
View blog

Resources

What is ESMA?

What is ESMA - Card
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Blog

How to Think About AI When You’re Planning an IPO

Craig Clay
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Blog

Software Shines in DFIN’s 2023 Earnings Report

Craig Clay
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Case Study

How we help a middle market private equity firm raise capital and close deals

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Resources

The Dual-Track Process For IPOs & Exits

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Video Podcast

Webinar Replay: Corporate Governance Outlook: The Top Issues of 2024

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Blog

IPO Experts See Better Days Ahead

Craig Clay
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Article

SEC Approves New SPAC Rules and Amendments to Enhance Investor Protections

clark
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Fact Sheet

Total Compliance Management - Everything you need to meet today’s modernization challenges

View fact sheet

Article

The SEC Private Fund Advisers Rule – Key Takeaways

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Video Podcast

Webinar Replay: IPO Preparedness Roundtable

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Case Study

How we helped a multi-national commercial real-estate company save 25 hours a week on manual filing

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Report

DFIN's IPO & Public Listing Report - Q4 2023 Edition

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Blog

IPOs, Regulations, and Other Thoughts. Here’s looking at 2024

Craig Clay
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Report

Equilar releases its “Corporate Governance Outlook 2024” report featuring DFIN commentary

schneider
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Video Podcast

Webinar Replay: Are You Ready for EDGAR Next?

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Resources

Equity Carve-Out Transactions

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View resource

Blog

Recognizing the Task Force on Climate-Related Financial Disclosures

truzzolino
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Resources

M&A Industry Trends & Outlook 2024

Priya Shah
View resource