One of DFIN’s strengths is our deep technical knowledge and our ability to provide clients with headlights into future regulatory changes.

The U.S. Securities and Exchange Commission’s (SEC) proposed modernization of the Electronic Data Gathering, Analysis, and Retrieval system, or EDGAR, is a good example. If adopted, filers would have to create individual user account credentials with a third-party service provider. In addition, each filer would have to assign a filer administrator, who would manage the permissions of individual users with a new management tool.

Combined solution helps expedite cashflow and speed up financial reporting process

CHICAGO and SAN MATEO, Calif., Oct. 13, 2021 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced a strategic partnership with Tipalti, the leading global payables automation platform. The companies bring together a combined end-to-end solution to help organizations  scale and manage the accounts payable (AP) and financial reporting processes expediently and smoothly.

Learn how our NewActiveDisclosure software played a key role in simplifying and accelerating the Autoliv SEC filing process.

“All the years we have been working with DFIN we have received the best support possible with our SEC filings. The DFIN team members assigned to us have all been dedicated experts and crucial for our successful filings with the SEC. Thanks to the new AD, it is very easy to collaborate with internal and external contributors, as well as with the DFIN team to ensure effective and accurate SEC filings.”

ROGER ELMBRO
Head of GAAP Compliance

New partnership equips companies with SOX compliance, board management and financial reporting technology tools to successfully go public

Public corporations take note: The next phase of the modernization of the Electronic Data Gathering, Analysis, and Retrieval system – better known as EDGAR – is set to begin at the end of October. This will impact how your company’s financial documents are filed.

The repository of thousands of corporate filings -- such as 10Ks, 8Ks, 10Qs, proxy and registration statements – EDGAR helps ensure transparency in the securities markets.  

Following a very challenging 18 months, the US (if not all areas of the world) appears to be making significant progress emerging from the COVID pandemic.  During 2020, many companies were forced into survival mode. Recognizing this, investors showed some forbearance as they evaluated company progress on longer-term sustainability initiatives. That said, the pandemic experience has galvanized investor resolve that their longer-term focus on sustainability is correct, and they expect their portfolio companies to resume progress on their “sustainability journeys” and related reporting. 

DFIN Supports Reintroduction of the Financial Transparency Act (FTA) to Help Bring Financial Transparency to Financial Markets and Foster Economic Growth and Capital Formation for Industry

I’ve been in the financial industry a long time. Some may disagree, but I believe in transparency. I believe it enables businesses, organizations—and governments—to work better, together.

Mergers and acquisitions promise to create value for the business, but they are only truly successful when there is an integration practice after the fact. Bringing together two distinct organisations often means there are cultural and operational differences that must be overcome to prevent friction and get the newly formed enterprise off on the right foot. With the right processes in place, companies undergoing a merger can ensure a smooth transition into the future, avoid unnecessary complications and maintain a high level of morale among the rank-and-file. 

A white paper on the European Single Electronic Format.

Beginning January 2020, the European Union regulated issuers will be required to prepare their annual reports in compliance with the European Single Electronic Format (ESEF). The European Securities and Markets Authority (ESMA) has determined that iXBRL is the most suitable technology to support ESEF reporting as it enables both machine and human readability in one document. This mandate will standardize the presentation of financial data in annual reports across the EU.

Whether you're a startup in search of capital to expand, a biotech in need of cash to advance their drugs through clinical development, or a portfolio company with investors looking to exit, you have choices. To determine what's best for your business and figure out how to choose an exit strategy, read on.

Business Exit Strategy Types

There are three common exit strategies available for private companies: an initial public offering or IPO, a direct listing, and a reverse merger with SPAC, commonly known as de-SPAC.