Every clause, footnote and decimal point matters. Get the support of a global team of specialists a technology to partner with you in advancing business.
From pre-IPO due diligence and SOX compliance readiness, through the SEC registration process to post-IPO disclosure support, Toppan Merrill is your partner in streamlining complex documents.
Mergers and Acquisitions
Full cycle support, from the due diligence process to SEC filings and shareholder communications. Our service team and platform solutions will provide service as unique as your M&A event.
Completing a SPAC or de-SPAC transaction requires due diligence, negotiation and merger filings. Toppan Merrill combines deep expertise and technical support to streamline prep, execution and transition success.
Access purpose-built platforms and regulatory disclosure expertise to simply make it easier to collaborate on and submit ﬁlings against unforgiving timelines, with no compromise to accuracy, while adhering to the most up-to-date regulatory requirements.
Annual Meeting & Proxy Solutions
Backed by 50+ years of expertise in annual meeting and proxy production management, we are your end-to-end solution to help consult, design, compose, XBRLize, file, print and deliver your shareholder reports.
Count on a partner with expert technology coupled with iXBRL and EDGAR experts who know exactly what it takes in those critical moments to stay ahead of ever-changing SEC disclosure requirements and keep you in compliance.
Experience fast, simple, cost-effective reporting solutions that handle all your ESEF xHTML and iXBRL requirements, without impacting your document or report creation workflows. Lean into the team at Toppan Merrill to help you stay in full compliance.
SEDAR+ Regulatory Compliance
Choosing a partner to help you navigate your entire SEDAR+ filing process is paramount. Leverage the experts at Toppan Merrill to assist with all your SEDAR+ filing requirements.
As SOX compliance requirements continue to become more and more complex, leverage Toppan Merrill solutions, infused with decades of industry expertise, to create efficiency, transparency and predictability within your SOX program.
Financial Services Regulatory Disclosure and Marketing Communications
With more than 55 years of regulatory compliance expertise, supported by industry specific technology driven solutions and adherence to client required style, Toppan Merrill is uniquely qualified to meet investment company compliance, regulated communications and marketing fulfillment solution requirements.
Investment Company Compliance
Now more than ever, financial services professionals are facing the challenges of navigating the complexities and pace of SEC regulatory changes impacting required disclosure, filings and shareholder communications.
Managing the complexities of post-sale regulated communications to shareholders, policyholders and plan participants is a challenge for financial services companies.
Marketing Fulfillment Solutions
Efficiently managing complex sales enablement activities to support various distribution channels is mission critical for financial services sales and marketing organizations. The industry is pivoting from traditional on-the-shelf warehouse storage to print on-demand and electronic delivery.
Health Plans Member Communications
Let Toppan Merrill’s solutions work with you to build your customized needs for your Medicare Advantage members from Annual Notice of Change, Evidence of Coverage, Summary of Benefits and marketing materials.
Enable scalable and personalized member journeys. Toppan Merrill works with you to build solutions for your members backed by industry experts who are up-to-date on all the regulatory requirements.