Capital Market Transactions
Control your transactions from start to finish
Connected reporting from Workiva gives you flexible control over workflow, project access, and role-based permissions with increased visibility over authorship and content history.
Control where it counts
Leverage version control and blackline comparisons, so you can be confident in your content. Restrict user access by role, and refer to a full revision history and audit trail of individual changes.
Manage documentation for multiple capital market deal needs and ‘33 Act forms, including:
- IPO: Form S-1, DRS
- Equity and debt offerings: Form S-1, S-3
- Prospectuses filed pursuant to Rule 424
- Mergers and acquisitions: Form S-4, Schedule TO, Schedule 14D-9
- High-yield debt offerings: 144A
- Spinoffs: Form 10
- Reverse mergers
- Take-private deals
Create faster, more precise content
Support shorter turnarounds on transactional reporting with increased data accuracy. Workiva solutions reduce the time to draft documents and streamline the review process, so you can always inspect the most up-to-date version.
Manage working groups and projects
Automate repetitive tasks by linking numbers and text across all documents. Assign and respond to tasks within documents and reports. Enable process automation and control over data, allowing faster stakeholder review, commentary, and sign-off.
Manage risk, and ensure accuracy
Connect your data and reuse content across reports and deal documents. No need to worry about inconsistent numbers, version control issues, access restrictions, or formatting.
Govern the process your way
Leverage a single data source to improve accuracy. Style guides maintain consistency, while tasking, workflow, and certification sign-offs support process integrity. Collaborate with confidence by creating secure spaces for working groups to enhance communication, transparency, and accountability.
Support when you need it
Leverage a purpose-built service model designed around the modern financial capital market industry. An experienced capital markets team is available to support your needs 24 hours a day, 365 days a year.
Service from drafting to distribution
Our Capital Markets Client Services Team is available to assist throughout the entire deal, including:
- Best practices for project and document workflow
- Guidance on document setup and style management
- On-site training and support
- Printing and distribution services
