IR & SEC Library

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blog_webinarNEW: WEBINAR & WHITEPAPER: The Inner Workings of a Deal: Goals, preparation and hiring an intermediary ~  SESSION #1 VIDEO

The-Inner-Workings-of-a-Deal-Webinar-1-Companion-1The first of our three-part webinar series, The Inner Workings of a Deal: Step-by-Step for Successful M&A Transactions, was held on April 16th. The discussion, targeted for middle-market companies, offers very tactical, tangible advice. Delivered succinctly and in plain English, this three-part series will walk viewers through the workings of a merger and acquisition. The webinars are moderated by Bradley H. Smith, Vintage’s director of marketing and features the M&A expertise of Michael Schwerdtfeger, Chapman Associates.

WATCH SESSION #1 NOW

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blog_webinarNEW: M&A and Private Equity 2015: Keeping up the momentum – Exclusive Vintage / Mergermarket event ~  VIDEO

MM_blogVideo chapters:

  • Introduction and M&A environment overview
  • What are the main drivers behind the record deal activity in the last year and what we are seeing now?
  • What has been the historical and forward looking financing environment and how do they differ and flow into the M&A and Private Equity activity?
  • How do you see the business development companies (BDC) fitting into the market in the current environment? What’s their role?
  • What potential challenges are on the horizon that may impact continued high levels of M&A activity this year?
  • Which sectors do you feel will be most active going forward?
  • What is the trend of strategic acquisitions versus bolt-ons?
  • What is the influence of activist investors, large and small, in the M&A space?
  • What do you think the Fed is going to do with interest rates and how do you see this impacting M&A?
  • Are there any new, unexpected or changes in M&A liability exposure that put companies and directors at risk?
  • What have you seen, broadly, in the trends for the due diligence process including technology?
  • What is your view on the IPO market?
  • Q&A

WATCH NOW

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NEW: Rebooting the deal process:  WHITEPAPER

MM_BOOK300How technology is changing the art of M&A. 

Technology is now widespread throughout all stages of the M&A process, from targeting to due diligence. But what does it bring to the table for those involved?.

DOWNLOAD HERE

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blog_whitepaperNEW: NYSE Governance Services Library HANDBOOKS

NYSEBOOKEMAILBy formal arrangement as financial printing partner, we are able to offer you this incredible library of books. 

You’ll find it useful in understanding what Boards are focusing on for 2015. Topics include activism, proxy firms, compensation and more.demonstration.

VIEW LIBRARY AND DOWNLOADS HERE

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blog_webinarBrief overview of our virtual data room  ~ VIDEO

  • Uncomplicated, easy-to-use
  • Confidential
  • IPO and M&A subject matter experts guide all training and support

WATCH NOW

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blog_whitepaper2015 SEC Reporting Rules: 10-K, 10-Q, 8-K, SD and Proxy Statements ~ HARDCOPY 2-SET GUIDEBOOKS

We are pleased to provide you with our annual updated editions of the SEC Reporting Rules for Forms 10-K, 10-Q, 8-K, SD and SEC Reporting Rules for Proxy Statements. These publications are excellent reference source for legal and accounting professionals and corporate executives.

2015_booksBLOGIn addition to outlining the applicable laws, regulations and rules, these guidebooks seek to provide practical guidance reflecting, among other things, interpretive guidance issued by the Securities and Exchange Commission, general industry practice and the authors’ experience. In addition, we eliminate many cumbersome citations and provide “plain English” rule references.

  • FREE!
  • 680 pages
  • Up-to-date for 2015 including in-depth information on Form SD
  • Detailed table-of-contents for quick reference

ORDER HERE

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“Shopping” checklist for switching to an XBRL SaaS: Complete portal solution v. software only ~ ONE SHEET

Please use the click here link on the download page below. Use the form to request an online demonstration.

DOWNLOAD HERE

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Form N-1A Rules and Regulations guide – The SEC amended Form N-1A—the registration form used by mutual funds—and Rule 498 under the Securities Act of 1933 to provide investors with more straightforward and accessible information when making investment decisions. This is a helpful guide to the Form N-1A rules and regulations

DOWNLOAD HERE

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2015 SEC Filings Calendar – ONE SHEET

DOWNLOAD HERE

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Proxy Materials Logistics 101: a primer for small and micro-cap companies

LISTEN NOW

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blog_webinarSPECIAL PRSA WEBINAR: The Content that Motivates Investors – Examine how PR and IR can Leverage Investor Feedback to Deliver Purposeful Content

prsa

LISTEN NOW

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Six essential “jargon” to learn for buying annual report printing ~ ONE SHEET

No one expects Investor Relations Officers or Corporate Secretaries to be experts at purchasing commercial printing. That said, it’s safe to have a general understanding for the process – to assure your expectations are met.

Download this PDF for the six key variables that Investor Relations Officers and Corporate Secretaries will be asked to make decisions around that will impact the production and price of an annual report.

DOWNLOAD HERE

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How Investors Consume Investors Relations Content ~ WHITEPAPER

Investor relations departments, IR firms and service providers expel a lot of energy and budget on shareholder communications. How is this investor content consumed by investors? That is the genesis of the Shareholder Confidence 365 Study.

DOWNLOAD HERE

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blog_whitepaperHow-to Automatically and Hands-free Send News Over Social Media ~ WHITEPAPER

The SEC’s recent action of rolling social media networks into the 2008 RegFD guidance has rekindled social media’s place within shareholder communications. Assumingly, the conversations investor relations and corporate counsel are having are the “if” and “what” and “when” of social media.

This paper offers a tactical “how” for social media newsflow. We’ll also briefly explain the difference between Twitter and StockTwits in context to news distribution.

DOWNLOAD HERE

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blog_whitepaperHow Your IPO’s S-1 Filings Flows To-&-From the SEC ~ WHITEPAPER

Preparing an S-1 file for the SEC is a stressful and time consuming chore for a corporation and its team of advisors. To help our corporate clients and as a helpful tool for our law firm partners, we’ve created this brief workflow guide that illustrates the “back-and-forth” interactions an IPO will have with the SEC.

DOWNLOAD HERE

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blog_whitepaperCorporate Governance and Securities Laws for 2013 & 2014 ~ HARDCOPY HANDBOOK

Public companies are subject to an extensive and complex regulatory regime under the U.S. federal securities laws and stock exchange listing rules. This handbook provides an overview of the securities law and stock exchange reporting, disclosure and corporate governance requirements applicable to public companies and their officers, directors and large shareholders.

In addition to outlining the applicable laws, regulations and rules, this handbook seeks to provide practical guidance reflecting, among other things, interpretive guidance issued by the Securities and Exchange Commission, general industry practice and the authors’ experience.

  • FREE!
  • 150 pages
  • Up-to-date including in-depth information on Dodd-Frank, JOBS and social media
  • Detailed table-of-contents for quick reference

ORDER HERE

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blog_webinarIPO / Registration Drafting Sessions: Take a quick video tour of our offices ~ VIDEO

  • Comprehensive in-house sessions
  • Multiple conference rooms

WATCH NOW

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blog_webinarTaking Your Company Public: The IPO Process and Avoiding the Pitfalls  ~ WEBINAR

  • Understanding market requirements and the groundwork for an IPO
  • Is it the right time for you to start the IPO route?The Form S-1 Registration process – timeline and life cycle
  • The Jobs Act and IPOs
  • Exchange listing discussions
  • Shareholder communications / Investor relations

WATCH NOW

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blog_webinarReverse Mergers and Alternative Public Offerings  ~ WEBINAR

  • Reverse mergers as an exit strategy to gain liquidity.
  • Questions to be asked whether a reverse merger is right for their company and how to proceed if it might be something worth pursuing
  • A detailed look at the financial and legal sides of doing a reverse merger and what it means for investors, management and employees
  • Case studies of firms that have had success with doing a reverse mergers and important lessons learned
  • What are the advantages and disadvantages of structuring an acquisition as a reverse merger?
  • What risks are associated with mergers and what should counsel consider when structuring the acquisition?
  • How do you communicate with stakeholders?

WATCH NOW

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3 responses to “IR & SEC Library

  1. Pingback: Investor Relations! Social Media! Beyonce’! | Building Shareholder Confidence

  2. Pingback: Investor Relations! Social Media! Beyonce’! - CommPRO.biz

  3. Pingback: 2015 GAAP taxonomies are now in effect for XBRL | Building Shareholder Confidence

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