Expertise and solutions for every stage in a company lifecycle including formation, ongoing regulatory disclosure and shareholder communications.

Featured Image

Capital Markets

When accessing and navigating capital markets to close critical deals, you either move at their speed or get left behind. It’s not just every second that counts – it’s every clause, every footnote and every decimal point that matters.


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.

More about IPO solutions

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.

More about M&A solutions

SPAC/de-SPAC Transactions

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.

More about SPAC/de-SPAC solutions

Corporate Compliance

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.

More about Annual Meeting & Proxy Solutions

SEC Reporting

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.

More about SEC Reporting

CSRD & ESG Reporting

With a full ESG reporting solution, Toppan Merrill and Nasdaq support every step of your ESG and CSRD journey to deliver your sustainability story in the way you intended as you work toward regulatory compliance.

More about CSRD & ESG Reporting

ESEF Reporting

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.

More about ESEF Reporting

SOX Compliance

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.

More about SOX 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.

More about SEDAR+ Regulatory Compliance

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.

More about Investment Company Compliance

Regulated Communications

Managing the complexities of post-sale regulated communications to shareholders, policyholders and plan participants is a challenge for financial services companies.

More about Regulated Communications

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.

More about Marketing Fulfillment Solutions

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.

Member Communications

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.

More about Health Plans Member Communications