Before the COVID-19 pandemic changed everything, in-person shareholder meetings were standard. But mandated building closures and limits on the number of people allowed in a room became the norm for an extended time in 2020, creating obstacles and requiring companies to consider alternatives.

Presenting a financial report to leadership goes beyond numbers—it's about crafting a clear, compelling story that drives decision-making and aligns with business goals. This is your chance to shape strategy, highlight risks, and showcase company performance. Leadership teams seek focused insights, explained simply and purposefully.

This guide will help you prepare, structure, and deliver effective financial report presentations that resonate with leadership, emphasize key points, and inspire confident, informed action.

The historically low interest rates of the last couple of years has led to an increase in mergers and acquisitions. Now, the leveraged buyout is coming back in fashion after dropping off the M&A scene post-2008.

This post will explore the various types of leveraged buyouts and models for financing.

Many bankruptcy resources focus on the consumer side of debt relief. However, the process of declaring a business bankrupt has some important differences from consumer bankruptcy. Brush up on the 3 types of bankruptcies a business may declare and learn how to decide when bankruptcy may be the best decision for your business.

Dealmakers entered 2025 with cautious optimism, hoping that the tailwinds from late 2024 would carry through. The economic climate shifted toward volatility, with tariffs, policy shakeups, and global market swings dominating the headlines of the new year. However, as market conditions stabilized across May and June, we’ve seen encouraging trends in market activity kicking off the beginning of Q3.

Virtual deal rooms (VDRs) are secure online environments that store confidential information necessary to complete the largest and most complex financial transactions.

When companies explore strategic consolidation, they are often faced with the decision to either pursue a merger or initiate a tender offer — two distinct pathways for combining corporate interests under a unified structure. A merger combines two entities into a single business after negotiations result in an agreement, while a tender offer involves the acquisition of one company’s shares by an acquirer that makes an offer to shareholders.

Determining the best option depends not only on what agreements the organizations can reach, but shareholder sentiment.

AI is transforming finance by automating tasks, enhancing accuracy, and generating strategic insights. To fully harness AI's power, finance professionals must familiarize themselves with the technology itself and need to master effective prompting—crafting questions and instructions for optimal results.

This guide explores tools, techniques, and strategies to maximize AI's potential, enabling efficient, data-driven financial reporting.

DFIN’s ActiveDisclosure (AD) achieved double-digit sales growth in the first quarter, marking another excellent quarter for our financial reporting software.

The continued success of AD is especially gratifying, because 2024 represented the first full year of DFIN’s operating only our upgraded and relaunched ActiveDisclosure, after sunsetting the previous solution. The robust growth shows that we are meeting — and exceeding — our clients’ needs.