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New Look, Same Ol’ Trusted Service

edgar_57 · April 12, 2024 · Leave a Comment

THE FREQUENT FILTER

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  • April 12, 2024
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New Look, Same Ol’ Trusted Service

In high school, I had the unfortunate privilege of wearing a uniform. I will never forget. It was a light blue button-down shirt, a dark blue tie, grey slacks, and these god-awful burgundy loafers. The theory was if we all wore the same thing, we couldn’t make fun of each other’s clothes. Whoever thought of that didn’t know teenagers at all. Trust me, we still found ways to insult one another’s outfits.

The fact is that the uniform made me look like everyone else. The issue, however, was that I wasn’t like everyone else. I had my own unique individual personality. A personality that now was impossible to see at first glance because I looked like the next hundred kids.

The point?

EdgarAgents is done with the uniform…
…like me when I finally went to college.

childrens

What uniform am I speaking of? Well, it’s the one we all know of. The “Generic Financial Institution” template.

Right now, you’re imagining a website filled with Microsoft Word standard fonts, pictures of people shaking hands in agreement, and a series of charts all showing money going to the moon. A classic financial trope that makes the customer feel safe but doesn’t inform on who this provider is.

EA was that trope for a while, but it never showed who we were. We are a heartwarming financial service company that puts you, the customer, first. We needed to express that with our branding, and we needed to stop blending in.

Zebras’ stripes are there so that they blend in with one another. Hungry lions can’t figure out who the weak link is and must resort to eating some other poor animal. Blending in is a great idea with the threat of lions around, but last time I checked EA doesn’t live on a savannah.

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Blending in won’t show how superior of a service we are. Blending in won’t show how many amazing people are here to help service all your needs. We are not only your provider. We are also your strategic partner. We are there with you for the entire process, through the good, the bad, and the ugly. Always ready to aid in your success.

In fifteen years, EdgarAgents achieved tremendous success. We became one of the top three SEC filing agents globally, #1 in IPOs, with a relentless commitment to 24/7/365 service, quality, and integrity. This is our evolution to show our industry leadership.

Brighter colors, louder fonts, and more interactive features. We want to show our personality and bring some life to this run-of-the-mill financial services industry.

We know you will enjoy the new look, and feel free to explore more at our website: https://edgaragents.com/

Powered by technology, EdgarAgents isn’t your only option, but we are your best option (Sorry, I couldn’t resist the chance at a nice humble brag).

We are a superior service that boasts a personality to match. Finance is boring enough. Work with a group of people who will brighten your day instead of contributing to the mundane.

David-Jackson

David Jackson

Assistant Manager - Typeset

David Jackson has 5+ years of experience in the Financial Services industry and is currently the Assistant Manager of Typeset at EdgarAgents. He’s a die-hard Knicks fan who thinks a championship is right around the corner. He clearly also believes in miracles.  

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EdgarAgents Announces Rebranding

edgar_57 · April 11, 2024 · Leave a Comment

EdgarAgents Announces Rebranding, Embracing Its Industry-Leading Financial Service

New York, April 11, 2024 (GLOBE NEWSWIRE) — EdgarAgents LLC (EA).
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  • April 11, 2024
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EdgarAgents Announces Rebranding, Embracing Its Industry-Leading Financial Service

New York, April 11, 2024 (GLOBE NEWSWIRE) — EdgarAgents LLC (EA), a global leader in SEC filings and IPOs with over 200,000 live SEC filings and a reputation for relentless service, quality, and integrity, is announcing a strategic rebrand prompted by the need to adapt and evolve to meet customer needs.

The rebranding initiative was motivated by EdgarAgents’ deep-rooted connection with its customer base and a drive for greater efficiency. EdgarAgents initiated a series of research engagements exploring the customer journey through application usage across all phases of an SEC filing.

Research revealed several process inefficiencies, manual task burdens, and unmanageable work volumes. As increasingly complex SEC mandates force financial reporting teams to innovate internally, it became clear that they need more than just a service provider – they need a partner in innovation.

Through iterations of design and strategic planning, EdgarAgents has evolved into EA – the modern and technologically charged SEC filing and financial printing partner for Capital Markets, Corporate Compliance, and Investment Management.

“The rebranding was performed to better align with our vision, mission, and values for the future. Our new logo, colors, and website represent our commitment to precision and value. Our budding creativity and innovation reflect our obsession with providing an exceptional experience. We are committed to consistently providing our customers with exceptional, high-quality solutions, and anticipate an even more impactful year in 2024. ” – Jessica Nazabal, Director of Strategy and Programs

The modern design is a visual representation of this strategic evolution. Sharp design angles reflect the cutting-edge technology that EA brings to the market and a commitment to innovation.

Video animation of recently rebranded social media campaigns depicts a new EA logo splitting open to reveal “EdgarAgents.” This clever effect signifies the importance of trust during times of change, reinforcing the notion that customers will continue to receive the highest quality and fastest turnarounds that they have come to expect from EdgarAgents.

Regardless of the changes, EA’s mission remains: to simplify and expedite the SEC filing and financial printing process by delivering speed, precision, value, and exemplary customer service powered by technology.

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About EA

EdgarAgents (commonly referred to as EA) is an industry leading, full-service SEC filing agent specializing in financial regulatory and compliance solutions for public and private companies, private equity firms, corporate attorneys, investment management companies, fund administrators, investment banks and other financial institutions. EA seamlessly supports both transactional and regulatory reporting for ongoing shareholder communication services across public markets including, but not limited to NYSE and NASDAQ.

EdgarAgents provides a comprehensive suite of services and solutions tailored to meet our clients’ specific needs. EA’s offerings encompass EDGAR conversion, inline XBRL tagging, typesetting and design, virtual data rooms (VDR), SaaS technology solutions, ADA document and website compliance, web hosting & eDelivery, language translations, news distribution and printing of shareholder communications. Annually, EdgarAgents successfully processes over 40,000 filings, demonstrating our robust capability and industry leadership.

EdgarAgents has lead the industry league charts as the #1 filer of SPAC IPO and follow on deSPAC transactions since 2019 as well as being #1 for traditional IPO filings in 2023. Powered by proprietary technology native to using MS Word track changes, EA efficiently delivers the highest quality at 3x speed, maximizing value for clients. Learn more at www.edgaragents.com, on LinkedIn, or by contacting us at INFO@edgaragents.com or +1-212-265-3347.

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The Modernization of Beneficial Ownership

edgar_57 · March 8, 2024 · Leave a Comment

THE FREQUENT FILTER

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  • March 8, 2024
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The Modernization of Beneficial Ownership

spaceship

In 1977, a man by the name of George Lucas released a movie that influenced an entire cinematic generation. I’m sure you know exactly what movie I’m speaking of, and if you don’t, I may or may not be judging you right now. Other than the release of one of the greatest movies of all time, something else with meaning happened that year. 1977 was also the last time the SEC updated its deadline for filing the initial Schedule 13G.

And guess what, if that seems like a very long time ago, just know that 1968 was the last time the filing deadline for Schedule 13D was updated. For context, that was the same year Apollo 8 flew around the moon for the first time.

The Change 
Clearly, a rule update for these forms has been long past due and the SEC recognized this fact. As a result, the Securities and Exchange Commission adopted amendments to modernize the rules governing beneficial ownership reporting. The main change in the rule is the shortening of the deadlines for the initial and amended Schedule 13D and 13G filings. Previously, if you acquired 5% of a company you had 10 calendar days to report the transaction. Now, that time has been reduced to 5 business days.

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The Reason
The SEC has concluded that it shouldn’t take as long as 10 days to inform the public about an attempt to change or influence a public company.

The reality is that we are in the 21st Century. An era of high-speed internet access, 24-hour media, and a higher frequency of trading than what was going on in the 60’s and 70’s. To put it in perspective, faxing documents was considered new technology when these rules were originally made, so it was extremely necessary to modernize the requirements to match the modern-day investor. 

This new rule of shortening the deadline allows more transparency for investors, which at the end of the day is the entire reason why the SEC is here. To provide transparency for the public at the appropriate times.

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David-Jackson

David Jackson

Assistant Manager - Typeset

David Jackson has 5+ years of experience in the Financial Services industry and is currently the Assistant Manager of Typeset at EdgarAgents. He’s a die-hard Knicks fan who thinks a championship is right around the corner. He clearly also believes in miracles.  

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EA names Stephen Bonventre as CEO

edgar_57 · November 29, 2022 · Leave a Comment

EA NAMES STEPHEN J. Bonventre AS CEO

EdgarAgents Names Stephen J. Bonventre as Chief Executive Officer
File with ConfidenceTM when you file with EA.
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  • November 29, 2022
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EA Names Stephen J. Bonventre as CEO

NEW YORK CITY, N.Y., Nov. 29, 2022 – EdgarAgents LLC, one of the fastest growing financial technology service providers in the world, has announced that its Board has appointed Stephen J. Bonventre to Chief Executive Officer. The designation change comes a little more than one year since Stephen joined EdgarAgents as Chief Operating Officer and interim Chief Executive Officer.

“EdgarAgents continues to disrupt the traditional financial printing industry with its proprietary technology, superior customer service, and unparalleled turn-around time. With his diverse background, Stephen is uniquely qualified to lead EdgarAgents through its next phase of breakthrough growth and continued execution of strategy and operational excellence,” said Seth Fishman, EdgarAgents Co-Founder and Member of the Board.

Mr. Bonventre succeeds Steve Yakubov as Chief Executive. Mr. Yakubov led the company for 9 years and continues to serve as a senior member of the leadership team. Mr. Yakubov remains a driving force behind EdgarAgents’ operational success and has worked closely with Mr. Bonventre to ensure a seamless transition. Post transition, a significant priority for Mr. Yakubov will be expanding the company’s international market segments, which is a key aspect of EdgarAgents’ growth strategy. “After nearly a decade of leading the EdgarAgents team, I am confident that the Board has found the right successor in Stephen. I look forward to collaborating with Stephen and the leadership team to help EdgarAgents achieve its strategic growth objectives,” said Mr. Yakubov.

“I am deeply honored for the opportunity to succeed Steve and lead this organization to the next level of success. EdgarAgents is at a tipping point powered by a growing collective of incredibly talented and passionate employees bonded by ashared purpose of building strategic business partnerships with our clients,” said Mr. Bonventre. “EdgarAgents’ purpose is to enable our clients’ mission by helping them File with Confidence™. Championing an initial public offering is not necessarily part of the ‘American Dream’ story, but I believe that EdgarAgents’ role is vital to connecting noble missions with public and institutional capital, the sum of which can avail exponential value for society.”

EdgarAgents’ success has long come from providing differentiated, best in class full-service filing services. Powered by proprietary technology, EdgarAgents distributes proofs 2-3 times quicker than any other SEC filing agent, which helps to enable high-end data compare and exceptionally high quality. “In a high-pressure business combination with two corporate teams, two sets of financials, hundreds of exhibits, and thousands of edits, waiting over 48-hours for a 600-page proof distribution could kill a deal in the worst-case scenario,” explained Mr. Bonventre. “We know that turn-around times of such length are not sufficient to meet customer requirements.” Prior to joining EdgarAgents, Mr. Bonventre realized that his passion for ‘patient’ care translates exceptionally well to ‘customer’ care across Financial Services.

EdgarAgents’ customer-centric ethos is one of its biggest differentiators. “It is not just what we say, more importantly, it is how we act,” explains Mr. Bonventre. “For example, our 12–16-hour industry leading proof distribution turnaround times give our business combination working groups the best chance to succeed. We know these deals may feel like the offspring of the working groups whom we support, so we treat these projects like our patients. That is how we operate 24/7/365; applying the same high-quality obsessive focus to all filing types across public markets including asset management.”

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Making the Transition to Financial Print

EdgarAgents’ success has long come from providing differentiated, best in class full-service filing services. Powered by proprietary technology, EdgarAgents distributes proofs 2-3 times quicker than any other SEC filing agent, which helps to enable high-end data compare and exceptionally high quality. “In a high-pressure business combination with two corporate teams, two sets of financials, hundreds of exhibits, and thousands of edits, waiting over 48-hours for a 600-page proof distribution could kill a deal in the worst-case scenario,” explained Mr. Bonventre. “We know that turn-around times of such length are not sufficient to meet customer requirements.” Prior to joining EdgarAgents, Mr. Bonventre realized that his passion for ‘patient’ care translates exceptionally well to ‘customer’ care across Financial Services.

EdgarAgents’ customer-centric ethos is one of its biggest differentiators. “It is not just what we say, more importantly, it is how we act,” explains Mr. Bonventre. “For example, our 12–16-hour industry leading proof distribution turnaround times give our business combination working groups the best chance to succeed. We know these deals may feel like the offspring of the working groups whom we support, so we treat these projects like our patients. That is how we operate 24/7/365; applying the same high-quality obsessive focus to all filing types across public markets including asset management.”

Additional Biographical Information on Stephen J. Bonventre, Chief Executive Officer

Prior to joining EdgarAgents, Mr. Bonventre spent sixteen years in the laboratory diagnostics industry where he worked at the intersection of his academic training and his passion for health care. Mr. Bonventre graduated from Chaminade in New York then earned a Liberal Arts degree from the College of the Holy Cross in Massachusetts with a major in Economics and Accounting. Mr. Bonventre is an inactive CPA; he previously worked to understand the enormous cost of bringing new drugs to market alongside economic researchers at the Federal Trade Commission’s Bureau of Economics in Washington, DC. Having held multiple leadership roles of increasing responsibility within the laboratory diagnostics industry, Mr. Bonventre helped design and lead major COVID-19 testing strategies during the COVID-19 pandemic: He was on-site at the U.S. Capitol leading the testing program for the 2021 Presidential Inauguration ceremony and he worked closely with the CDC to execute a published surveillance study of SARS-CoV-2 antibodies amongst first responders in New York City and Detroit.

Mr. Bonventre has traveled globally and brings diverse experience across Finance, Business Development, International Business, Operations Excellence, Change Management, Culture Transformation, and Commercial Operations. Mr. Bonventre’s passion for leading complex transformations and keeping customers’ needs at the center of all decision making led him to EdgarAgents, which he describes as, “being large enough to provide unparalleled 24/7/365 customer service and small enough to be extremely agile and adaptive to our customer’s requirements.”

Philanthropy plays a big role in Mr. Bonventre’s professional and personal life. Mr. Bonventre serves on the foundation board for a hospital in Elizabeth, New Jersey and regularly supports many

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About EA

EA is a leading financial technology partner offering a portfolio of financial content management and distribution services for public markets with clients around the globe. The company offers full-service and SaaS-based filing solutions for public markets in addition to virtual data rooms, regulatory filings, news distribution and financial printing services for public companies, private equity firms, asset managers, attorneys, and investors. EA’s proprietary workflow supports high-end data compare quality control and avails the entire working group to significantly faster turns. EA has been the #1 SEC filing agent for SPAC IPOs since 2019 and related deSPAC transactions with more experience than any other provider.

Learn more about why EA is the fastest growing public markets filing agent and financial technology service provider in the world at www.edgaragents.com, on LinkedIn at www.linkedin.com/company/edgar-agents-llc, or by contacting us at INFO@edgaragents.com or +1-212-265-3347.

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EA and Black & Callow – Strategic Partnership

edgar_57 · September 26, 2022 · Leave a Comment

EA AND BLACK & CALLOW –STRATEGIC PARTNERSHIP

EdgarAgents and Black Callow Limited announce a strategic US-UK/EU partnership aimed at streamlining cross-border investor communications, financial typesetting and SEC Regulatory Filings.

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  • September 26, 2022
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EA and Black & Callow – Strategic Partnership

New York & London, Sept. 26, 2022 (GLOBE NEWSWIRE) — EdgarAgents LLC, a leading financial printer in the United States headquartered in New York and Black & Callow Limited, the leading financial printer in Europe headquartered in London, have today announced the launch of a strategic partnership aimed at facilitating cross-border corporate finance deals for their Capital Markets and Investment Management client base.​
​
Accuracy, turn-around time, reliability and unrivalled customer service are four of the cornerstones on which clients can depend upon around the clock, to ensure that their cross border transactions are not jeopardized when it comes to document creation, typesetting, SEC regulatory filings and document distribution to shareholders and other stakeholders.
​
With the need of today’s investors to access greater intelligence for decision making, a dramatic rise in demand has been generated for both Black & Callow’s iRoadshow and ipoResearchOnline digital platforms and EdgarAgents’ best-in-class EDGAR and Inline XBRL technology-driven solutions.

“Given the increase in cross-border mergers & acquisitions activity, together with the need for greater investor communications and deal disclosure, our partnership with Black & Callow positions both firms to maximize value for our current and future clients,” said Antoinette Behan, Chief Revenue Officer of EdgarAgents.

Tim Black, Joint Managing Director at Black & Callow, added: “With the rise of SPACs and other dual-listed IPOs, coupled with the increasing regulatory framework requiring complex and time-critical SEC filings, we’re delighted that we can draw upon EdgarAgents’ unrivalled strength and depth to provide these vital services for our clients.”

Bespoke managed services allow the financial and legal communities to conduct time-sensitive and complex global deals. Black & Callow and EdgarAgents offer the prerequisite industry expertise fueled by a shared obsession around customer service and agility. Corporate entities alongside their investment banking and legal teams are moving away from larger, more expensive providers and shifting their projects into more customer-centric partnerships.

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