Workiva Supports Investar Bank in M&A Process“It was the perfect solution,” says Candace. “We wanted our SEC counsel to have control over the report. Then we would be able to drop in tables and numerical data.” The Workiva team helped Investar’s SEC counsel with every aspect of the report from the strategy and managing the data, to formatting and EDGARizing. “That’s huge because when dealing with a 200- page document, I don’t have time to scrutinize every single page after the fact,” Candace says. The Workiva team was always standing by, even when the SEC counsel needed a change during the weekend. “Fifteen minutes later, the change was there,” says Candace. “It’s just been great from all aspects of service. They’re incredible.” She adds that the bank’s SEC counsel f

Join for free to read