Team

Michael Amato

Regional Managing Director, Loan Agency Business Development

New York, NY
732-670-9892

Michael is the regional managing director of Loan Agency Business Development for SRS Acquiom. Michael has over 15 years of experience providing agency and restructuring solutions to some of largest investment banks, credit funds, law firms, and hedge funds in the world.

Before joining SRS Acquiom in 2019, Michael was a Senior Vice President at a provider of agency, escrow, and trustee services, where he helped establish the U.S. office. Before that, Michael spent eight years at Bloomberg LP covering the firms credit clients across the U.S., Canada, and Latin America.

Michael received his BS in Criminal Justice from Northeastern University.

Christa Fancher

Managing Director, U.S. Western Region / Asia, Business Development

San Francisco
415.373.4024

Christa builds relationships for SRS Acquiom with the venture capital, legal and M&A communities in the Western U.S., Western Canada, and the Asia/Pacific region. She has a strong background in corporate, securities and transactional matters, including venture capital financings, public and private offerings, and mergers and acquisitions. Her experience includes working for Merrill DataSite as Regional Director, Hewlett-Packard Company as Legal Specialist for Corporate, Securities and M&A, and Wilson Sonsini Goodrich and Rosati as a Senior Paralegal.

Christa graduated from Santa Clara University, School of Law, Institute for Paralegal Education and received her paralegal certificate specializing in corporate and intellectual property law. She has been a guest speaker at multiple Paralegal Leadership conferences on M&A matters and is also a Court Appointed Special Advocate (CASA) in both San Francisco and Santa Clara Counties.

Drew Fowler

Director, Business Development

San Francisco, CA
408.421.3745

Drew is a director of business development focusing on west coast clients as well as providing subject expertise for foreign exchange (FX) solutions.

Before joining SRS Acquiom, Drew spent five years leading HSBC’s west coast global markets business development team providing corporate clients with insights on a wide array of asset and liability management issues, as well as structuring financial products to address short dated and multi-year exposures. Before that, he spent ten years at Wells Fargo working with clients across the country developing bespoke hedging strategies to effectively minimize FX and interest rate risk related to cash flow, balance sheet, and strategic events.

Drew enjoys staying active with his wife and two kids exploring new activities around the Bay Area. Drew received his B.S. in Economics from the University of Oregon.

Mark Gendler

Director, Loan Agency Business Development

Hollywood, FL
201.230.6452

Mark is a Director of Business Development for the SRS Acquiom Loan Agency business and is responsible for the acquisition of new clients. Mark works closely with borrowers, lenders, and law firms to identify loan opportunities where SRS Acquiom may provide its Agency services.

Before joining SRS Acquiom, Mark was a VP of Corporate Trust Sales at Deutsche Bank where he was responsible for business development in the M&A Escrow, Loan Agency, and Project Finance space. Before that, Mark spent a combined 12 years in the Depositary Receipts business with BNY Mellon and Deutsche Bank as a Transaction Manager focusing on complex M&A and reorganizations for foreign private issuers. Mark played a significant role in opening foreign markets to international investment utilizing the Depository Receipts equity structure.

Mark has a B.S. in Finance from the Pennsylvania State University, Smeal College of Business in State College, PA.

Troy Hebert

Regional Managing Director, New York, Business Development

New York
646.770.6901

Amanda Jackson

Managing Director, U.S. Eastern Region / Europe, Business Development

Boston
617.448.6975

Amanda Jackson is the Managing Director of the Eastern Region, Business Development for SRS Acquiom. Amanda works closely with deal parties, outside counsel and investors, providing guidance on SRS Acquiom’s role in handling post-closing issues such as purchase price adjustments, indemnification claims, escrow funds and payments.

Before joining SRS Acquiom, Amanda spent ten years in the financial printing industry assisting clients with initial public offerings, M&A transactions and compliance filings at R.R. Donnelley.

Amanda graduated from the University of Richmond, where she was a Phi Beta Kappa scholar. She is a former member of the Board of Trustees at the Pingree School in South Hamilton, MA.

Janel King

Director, Business Development

San Francisco
415.416.0372

Janel is a Director of Business Development for SRS Acquiom. She works on the West Coast to develop new business by working closely with strategic buyers, law firms, deal parties and investors. In her efforts, she focuses on getting in front of as many people as possible by securing meetings, attending conferences and events, and sharing the value of SRS Acquiom.

Before joining SRS Acquiom, Janel spent her career in both Sales and Customer Success where she excelled at expanding market share and increasing adoption. Most recently, she leveraged her sales and technical background to help companies utilize artificial intelligence to accelerate sales, increase forecasting accuracy, and manage their pipelines. She’s worked with the largest enterprise companies in the world, and thrives in a fast-paced environment.

Janel enjoys spending time with her three children, traveling, baking, and listening to music.  She supports organizations such as the Pat Finucane Centre and Justice for the Forgotten, and regularly travels to Ireland. She has a B.S. in Information Systems from the University of Phoenix.

Eric Martin

Managing Director, U.S. Central & Rocky Mtn Region / Canada, Business Development

Denver
720.279.0974

Eric is the Managing Director of Business Development for the U.S. Central & Rocky Mountain Regions, and Canada. He works with deal parties, outside counsel and investors, providing education and guidance on SRS Acquiom's suite of products and services and how they can be used on transactions.

Before joining SRS Acquiom in 2012, Eric's career spanned several unique roles, including CFO for one of Colorado's oldest nonprofits, co-founder and partner in a contract packaging and fulfillment business, and corporate law practice at firms including Hogan Lovells, Arnold & Porter, and a few smaller firms in the Denver area.

Eric received a JD from the University of Denver School of Law, an MBA from the University of Colorado at Denver and a BS in Business from the University of Colorado at Boulder.

Greg Nelson

Managing Director, Head of Sales

Minneapolis, MN
612.383.9083

Greg is the managing director and head of sales for SRS Acquiom. Greg leads the sales organization’s growth strategy and the recruitment, training and management of the business development team.

Before joining SRS Acquiom, Greg served as the controller/treasurer for Universal Cooperatives, controller for the Corporate Trust Group at Wells Fargo, and as a regional and then national client relationship manager for Wells Fargo. Greg started his sales career at Wilmington Trust in 2011 and held the position as client development officer until 2018. He was responsible for selling M&A escrow and paying agent services, as well as public finance products in the Midwest Region of the U.S.

Greg has an undergraduate degree in finance and accounting from Minnesota State University, Mankato and a Master of Business Administration from the University of St. Thomas, St. Paul.

Daniel Slutzky

Senior Director, Business Development Advisor – Israel

Israel
+972.54.4566013

Daniel is the advisor for business development in Israel. He is a CPA (Israel and Argentina) with broad finance and operations management experience. Daniel founded Adsum Partners, a firm providing professional services and resources for entrepreneurs, high-tech companies and venture capital funds.

Daniel served ten years as Operating Partner and CFO of Benchmark Capital in Israel. Daniel managed the investment operations of the Funds, was involved in numerous equity and debt investments and M&A transactions, and provided guidance and support to CEOs and finance managers of the Fund’s early stage portfolio companies.

Daniel was Director of Finance of several 3Com divisions in Israel, Boston and Santa Clara, and later as Managing Director of 3Com Israel. Daniel was CFO and SVP of ICTS Holland BV, an international aviation security consulting company with subsidiaries throughout Europe, U.S. and the Far East.

Bogen Velarde

Director, Business Development

New York, NY
617.447.8545

Bogen is a director of Business Development at SRS Acquiom for the East Coast. He works with deal parties, outside counsel, and investors to provide them with access to the suite of SRS Acquiom products and services.

Before joining SRS Acquiom, Bogen spent three years as a Vice President of Escrow Sales at Goldman Sachs. At the firm, Bogen worked directly with deal parties, bankers, and their outside counsel to establish escrow accounts for transactions. Before that, Bogen spent three years as a Vice President of Escrow and Paying Agent sales at J.P. Morgan

Bogen has called New York City home for over 14 years. He enjoys staying active with his wife and is an avid runner. Bogen received his B.S. in Economics from Northeastern University in Boston, MA.

Michael Amato

Regional Managing Director, Loan Agency Business Development

New York, NY
732-670-9892

Michael is the regional managing director of Loan Agency Business Development for SRS Acquiom. Michael has over 15 years of experience providing agency and restructuring solutions to some of largest investment banks, credit funds, law firms, and hedge funds in the world.

Before joining SRS Acquiom in 2019, Michael was a Senior Vice President at a provider of agency, escrow, and trustee services, where he helped establish the U.S. office. Before that, Michael spent eight years at Bloomberg LP covering the firms credit clients across the U.S., Canada, and Latin America.

Michael received his BS in Criminal Justice from Northeastern University.

Jennifer Anderson

Senior Director, Loan Agency Relationship Management

Wilmington, NC
612.509.2321

Jennifer is a relationship manager for the Loan Agency Group for SRS Acquiom. She works on syndicated loan transactions where SRS Acquiom acts as the administrative agent and/or collateral agent for the Loan Agency transactions.

Before joining SRS Acquiom, Jennifer was a relationship manager in the Loan Agency Group with Wilmington Trust, N.A. Jennifer began her 10-year career at Wilmington Trust working in human resources for the first two and a half years. She then transitioned to working as a client associate with the Default Bankruptcy Group, before earning a relationship manager position for the group.

Prior to working at Wilmington Trust, Jennifer worked in various human resources roles with AIG in Wilmington, Philadelphia, and New York City.

Jennifer has her CCTS certification. She received her B.S. in human resources management from Wilmington University in New Castle, Delaware.

Beth Cesari

Senior Director, Loan Agency Relationship Manager

Austin, TX
512.639.3871

As a senior director, Beth is responsible for leading a team of relationship managers. She is also responsible for the day-to-day operational aspects of administering a portfolio of deals by intercepting inquiries from borrowers, clients, and lenders and actively involved in closing various pipeline deals.

In 2016 before joining SRS Acquiom, Beth was a senior director at Virtus Partners and launched their Loan Agency business. Prior to that for 17 years, she worked with Pacific Investment Management Company managing their back-office trade settlement and loan maintenance teams.

Beth graduated from the University of Delaware with a B.S. in international relations and a minor in Spanish.

Veronica Colón

Senior Director, Loan Agency Relationship Manager

New York, NY
718.905.0924

Veronica is a senior director and loan agency relationship manager. She oversees client relationships and the daily administration of assigned Loan Agency accounts. She serves as the main point of contact with the borrower, lenders, professionals, and other internal and external service partners. Additionally, she handles the daily administration of assigned transactions and provides exceptional service to all parties to ensure all internal controls are met.

Before joining SRS Acquiom, she was the Vice President and Head of Client Services at GLAS. In this role, she was responsible for the day-to-day management of the operations team. She also maintained relationships with major clients and vendors. Prior to joining GLAS, she was the Vice President of Loan Servicing and Administration at Hanover Street Capital, LLC—an affiliate of Situs and servicer for Deutsche Bank Trust Company Americas—where she serviced bilateral, syndicated, and construction loan transactions.

Veronica earned her B.A. with a concentration in Finance from Marymount Manhattan College in New York, NY.

Mark Gendler

Director, Loan Agency Business Development

Hollywood, FL
201.230.6452

Mark is a Director of Business Development for the SRS Acquiom Loan Agency business and is responsible for the acquisition of new clients. Mark works closely with borrowers, lenders, and law firms to identify loan opportunities where SRS Acquiom may provide its Agency services.

Before joining SRS Acquiom, Mark was a VP of Corporate Trust Sales at Deutsche Bank where he was responsible for business development in the M&A Escrow, Loan Agency, and Project Finance space. Before that, Mark spent a combined 12 years in the Depositary Receipts business with BNY Mellon and Deutsche Bank as a Transaction Manager focusing on complex M&A and reorganizations for foreign private issuers. Mark played a significant role in opening foreign markets to international investment utilizing the Depository Receipts equity structure.

Mark has a B.S. in Finance from the Pennsylvania State University, Smeal College of Business in State College, PA.

Cora Holland-Koller

Senior Director, Loan Agency Transaction Team

St. Louis, MO
612.509.2309

Cora is a transaction team manager for the Loan Agency Group at SRS Acquiom. Cora manages a team that supports the Loan Agency relationship managers and the product.

Before joining SRS Acquiom, Cora was a relationship manager at Wilmington Trust, N.A. from 2013 to 2018 in the loan agency group where she managed a portfolio of loans across various industries. Before that, Cora was an integral member of the middle office team in support of the loan agency product from 2010 to 2013.

Cora received her Juris Doctor from Mitchell Hamline School of Law, and received a B.A. in psychology from the University of North Dakota.

Karyn Kesselring

Director, Loan Agency Relationship Manager

Denver, CO
20.428.6576

Karyn is a Director with SRS Acquiom. She works on transactions where SRS Acquiom is engaged as the Agent, administrative or collateral, for Loan Agency.

Prior to joining the Loan Agency Group, Karyn worked for two years with the SRS Acquiom Transaction Group, and worked with clients and counsel to draft, negotiate, and finalize deal documents including M&A definitive, escrow, and payment agreements.

Before joining SRS Acquiom, Karyn worked as an associate attorney for a patent boutique in the Denver area, representing clients in litigation matters covering many different technologies. While attending school, Karyn spent time at Twitter in San Francisco, and assisted clients with obtaining patents and starting up their businesses through her school’s free clinic services. Before that, Karyn worked in pharmaceuticals and medical devices, including working with Merck in their vaccine manufacturing division.

Karyn received her J.D. from the University of Colorado Law School and two B.S. degrees from Lehigh University, in Integrated Business and Engineering and Bioengineering. Karyn is a member of the Colorado bar.

Renee Kuhl

Managing Director, Loan Agency

Minneapolis, MN
612.509.2323

Renee is the managing director for the Loan Agency Group for SRS Acquiom. As an accomplished financial industry professional, she leads the loan agency product.

Before joining SRS Acquiom, Renee served as an administrative vice president at Wilmington Trust, N.A., most recently leading the loan agency and restructuring products. In addition to her 10 years at Wilmington Trust, she also worked for Wells Fargo Bank, N.A. in the corporate trust and shareholder services departments.

Renee has a Juris Doctorate from Mitchell Hamline School of Law in Minnesota, and a B.A. in political science and history from Azusa Pacific University in Azusa, California.

Shon McCraw-Davis, J.D.

Director, Relationship Manager

Houston, TX
954.707.2359

Shon is a director and relationship manager for the SRS Acquiom Loan Agency. Her responsibilities include managing a portfolio of loans across various industries , developing a strong client relationships, and onboarding new deals.

With more than 15 years of experience in the financial industry, Shon’s career spans multiple capacities within structured finance, securities, collateralized loan obligations, and loan agency. Prior to her financial history, she served as a former policy advisor for a Texas State Senator.

Shon earned her J.D. from Southern University Law Center in Baton Rouge, Louisiana and her M.B.A and B.B.A. from Prairie View A&M University in Prairie, Texas. She is a licensed attorney in the state of Texas and committed to serving her community by mentoring young women who are interested in finance and law.

Jennifer Anderson

Senior Director, Loan Agency Relationship Management

Wilmington, NC
612.509.2321

Jennifer is a relationship manager for the Loan Agency Group for SRS Acquiom. She works on syndicated loan transactions where SRS Acquiom acts as the administrative agent and/or collateral agent for the Loan Agency transactions.

Before joining SRS Acquiom, Jennifer was a relationship manager in the Loan Agency Group with Wilmington Trust, N.A. Jennifer began her 10-year career at Wilmington Trust working in human resources for the first two and a half years. She then transitioned to working as a client associate with the Default Bankruptcy Group, before earning a relationship manager position for the group.

Prior to working at Wilmington Trust, Jennifer worked in various human resources roles with AIG in Wilmington, Philadelphia, and New York City.

Jennifer has her CCTS certification. She received her B.S. in human resources management from Wilmington University in New Castle, Delaware.

Ali Arend

Senior Director, Escrow and Payments Administration

Denver, CO
303.222.2085

Ali is a senior director, Escrow and Payments Administration for SRS Acquiom. She is responsible for facilitating transactions and managing client experience for SRS Acquiom’s Escrow, Payments, and Pre-Closing Solicitation services.

Throughout her time at SRS Acquiom, Ali has been part of the Relationship Management, Payments Operations and Client Experience teams, and was integral in the growth of SRS Acquiom Clearinghouse, our online payments platform.

Ali graduated cum laude from University of Colorado at Denver, where she received her Bachelor of Arts in Communication. In 2017, she received the M&A Advisors Emerging Leaders Award (previously the 40 Under 40 Award).

Jack Blaa

Director, Escrow and Payment Solutions

Ft. Lauderdale, FL
720.681.6640

Jack is a director of Escrow and Payments Solutions for SRS Acquiom. He is responsible for facilitating transactions and building client relationships for SRS Acquiom Escrow, Payments, and Solicitation services.

Before joining SRS Acquiom, Jack worked for Citi Private Bank and Deutsche Bank in New York City. He worked with private clients and large funds on banking, investment, corporate finance, and escrow administration. Before that, Jack was an analyst with HSBC as part of the London Mountbatten program.

Jack received his M.A. from the University of Chester, and his B.A. from Towson University.

Beth Cesari

Senior Director, Loan Agency Relationship Manager

Austin, TX
512.639.3871

As a senior director, Beth is responsible for leading a team of relationship managers. She is also responsible for the day-to-day operational aspects of administering a portfolio of deals by intercepting inquiries from borrowers, clients, and lenders and actively involved in closing various pipeline deals.

In 2016 before joining SRS Acquiom, Beth was a senior director at Virtus Partners and launched their Loan Agency business. Prior to that for 17 years, she worked with Pacific Investment Management Company managing their back-office trade settlement and loan maintenance teams.

Beth graduated from the University of Delaware with a B.S. in international relations and a minor in Spanish.

Jennifer Dunn

Director, Escrow and Payment Solutions

Boston, MA
720.452.0814

Jennifer Dunn is a director of Escrow and Payment Solutions for SRS Acquiom. She works directly with clients to manage all paying agent, escrow, and solicitation-agent engagements to ensure a smooth closing and post-closing process.

Before joining SRS Acquiom, Jen was a marketing and client service associate at Moody Aldrich Partners in Marblehead, MA. She worked with institutional investment clients and was responsible for the development and dissemination of marketing materials. Before that, Jen was director of client service at Windham Capital Management in Boston, MA, a risk based, multi-asset class investment management firm.

Jen earned her B.A. in Economics from College of the Holy Cross in Worcester, MA. She is an Advisory Board Member of the United Way of Massachusetts Bay and Merrimack Valley.

Julia Hoffman

Director, Escrow and Payment Solutions

Denver, CO
703.380.1933

Julia is a director of Escrow and Payment Solutions for SRS Acquiom. She works directly with clients to manage all paying agent, escrow, and solicitation-agent engagements to ensure a smooth closing and post-closing process.

For four years prior, Julia was a Finance Director in the SRS Acquiom Professional Services Group where she focused on accounting matters related to purchase price adjustments, earnouts, and indemnification claims.

Before joining SRS Acquiom, Julia spent four years with Deloitte’s audit practice.

Julia earned her master’s degree in Accounting and Information Systems and bachelor's degree in Accounting and Information Systems from Virginia Polytechnic Institute and State University. She holds the CPA designation.

Ashley Jones

Director, M&A Relationship Associates

Denver, CO
720.613.1024

Ashley is a director within Escrow and Payment Solutions. She works directly with clients to manage all escrow, paying agent, and solicitation-agent engagements to ensure a smooth closing and post-closing process. Ashley values building relationships with her clients and strives to transcend expectations on all her transactions.

With more than seven years in a client-facing role, Ashley has gained expert knowledge of the SRS Acquiom platform of solutions and M&A closing and post-closing process. She streamlines the engagement process for her clients and makes deal parties' lives easier. Before joining SRS Acquiom, Ashley worked as an Executive Assistant for the Business Intelligence team at Konica Minolta Denver.

Ashley graduated from Johnson and Wales University where she earned her bachelor’s degree in Sports/Entertainment/Event Management and a minor in Leadership.

Karyn Kesselring

Director, Loan Agency Relationship Manager

Denver, CO
20.428.6576

Karyn is a Director with SRS Acquiom. She works on transactions where SRS Acquiom is engaged as the Agent, administrative or collateral, for Loan Agency.

Prior to joining the Loan Agency Group, Karyn worked for two years with the SRS Acquiom Transaction Group, and worked with clients and counsel to draft, negotiate, and finalize deal documents including M&A definitive, escrow, and payment agreements.

Before joining SRS Acquiom, Karyn worked as an associate attorney for a patent boutique in the Denver area, representing clients in litigation matters covering many different technologies. While attending school, Karyn spent time at Twitter in San Francisco, and assisted clients with obtaining patents and starting up their businesses through her school’s free clinic services. Before that, Karyn worked in pharmaceuticals and medical devices, including working with Merck in their vaccine manufacturing division.

Karyn received her J.D. from the University of Colorado Law School and two B.S. degrees from Lehigh University, in Integrated Business and Engineering and Bioengineering. Karyn is a member of the Colorado bar.

Meredith Langenheim

Associate Director, Escrow and Payment Solutions

Denver, CO
720.452.0508

Meredith is an associate director of Escrow and Payments Solutions for SRS Acquiom. She is responsible for facilitating transactions and building client relationships for SRS Acquiom’s Escrow, Payments, and Pre-Closing Solicitation services.

With experience as a Relationship Associate on the Escrow and Payments Solutions team as well as experience on the Payments Operations team, Meredith has obtained expert knowledge of the SRS Acquiom platform and M&A closing and post-closing process. Before joining SRS Acquiom in 2018, Meredith was an Account Executive for Source Marketing Group in Atlanta, Georgia.

Meredith received her Master of Business Administration degree from The University of Tulsa in Oklahoma and her Bachelor of Arts degree from DePauw University in Indiana.

Christopher Letang

Managing Director, Escrow & Payment Solutions and Deputy COO

Denver, CO
303.957.2855

Chris is the managing director, escrow & payment solutions and deputy COO. In this capacity, Chris manages our relationship manager, relationship associate, and deal intake teams, and works to ensure that our clients are able to navigate the closing and post-closing escrow and payments process as easily as possible.

Chris also has deep expertise in shareholder representation. For over a decade, Chris worked in the SRS Acquiom Professional Services Group where he led the teams that handled post-closing escrow claims, earnouts, purchase price adjustments, distributions of shareholder proceeds and other activities related to serving as shareholder representative.

Before joining SRS Acquiom, Chris practiced corporate law in the Colorado office of Cooley LLP, where he focused on venture capital transactions and mergers and acquisitions. He began his legal career at Cravath, Swaine & Moore LLP in New York City. At Cravath, he primarily represented underwriters in initial public offerings and high-yield debt offerings and lenders in commercial banking transactions.

Chris is a frequent contributor to M&A thought leadership via work on SRS Acquiom’s data studies, articles and speaking presentations. Chris holds a J.D. from Harvard Law School and a B.A. from Rice University.

Timothy P. Martin

Senior Director, Escrow and Payments Administration

Chicago, IL
312.257.3126

Timothy is a senior director and relationship manager at SRS Acquiom and develops referral opportunities, manages customer relationships, and administers M&A Escrow and Payments Administration accounts.

Before joining SRS Acquiom, Tim worked in the M&A market for over 25 years. He was a vice president at Wilmington Trust, responsible for opening the Chicago office. He was a major contributor to the M&A team for the past two and a half years, helping to generate over 250 accounts. Prior to that, Tim helped open the Chicago office for Wells Fargo. He was a team leader with the Document Negotiation/Escrow Administration team for 14 years.  Tim generated and effectively administered over 16% of Wells Fargo’s entire M&A escrow portfolio.

Tim became a Certified Corporate Trust Specialist (CCTS) in 1996 and received a BS degree in finance from Bradley University.

Shon McCraw-Davis, J.D.

Director, Relationship Manager

Houston, TX
954.707.2359

Shon is a director and relationship manager for the SRS Acquiom Loan Agency. Her responsibilities include managing a portfolio of loans across various industries , developing a strong client relationships, and onboarding new deals.

With more than 15 years of experience in the financial industry, Shon’s career spans multiple capacities within structured finance, securities, collateralized loan obligations, and loan agency. Prior to her financial history, she served as a former policy advisor for a Texas State Senator.

Shon earned her J.D. from Southern University Law Center in Baton Rouge, Louisiana and her M.B.A and B.B.A. from Prairie View A&M University in Prairie, Texas. She is a licensed attorney in the state of Texas and committed to serving her community by mentoring young women who are interested in finance and law.

Alexander Schreck

Senior Director, M&A Relationship Management

Denver, CO
720.697.8152

Alex is a senior director of M&A relationship management at SRS Acquiom. With a legal background and broad experience in M&A, he builds client relationships and manages transactions for SRS Acquiom's Escrow and Payments services.

Before joining SRS Acquiom, Alex practiced M&A at Kirkland & Ellis LLP and Perkins Coie LLP. He represented private equity funds and their portfolio companies in domestic and cross-border stock and asset acquisitions, debt and equity financings, and general corporate matters. Prior to beginning his legal career, he was an instructor of Spanish linguistics at the University of Northern Iowa.

Alex received his JD from Harvard Law School, a master’s degree from the University of Oxford, and a BA from the University of Northern Iowa. Alex is a member of the Colorado Bar.

Kathryn Skovgaard

Director, Escrow and Payment Solutions

Denver, CO
720.452.5360

Kathryn is a director within Escrow and Payment Solutions. She works directly with clients to manage all paying agent, escrow, and solicitation-agent engagements to ensure a smooth closing and post-closing process. Kathryn values being detail-oriented and building strong relationships with clients.

Before joining SRS Acquiom almost five years ago, Kathryn worked as the Vice President of Wealth Management for a Raymond James Independent Firm in Arvada, CO assisting clients with full wealth planning, estate planning, and investment planning. Before that, she worked for Northwestern Mutual in Chicago, IL as a Financial Representative assisting an Investment Advisor on client portfolios.

Kathryn volunteers for Sertoma and the American Cancer Society. She received her Master’s in Finance from DePaul University in Chicago and her Bachelor’s in Business Economics and Finance from Southern Illinois University.

Aaron Soper

Senior Director, Escrow and Payments Administration

Minneapolis, MN
612.380.8775

Aaron is a senior director of Escrow and Payments administration, principally focused on management and development of the SRS Acquiom M&A Escrow and Payments Administration nationally.

Aaron comes to SRS Acquiom from Wilmington Trust’s M&A Agency, where he was vice president and focused on business and product development.

Prior to that, Aaron spent five and a half years at Wells Fargo, where he spent time as vice president for their M&A Escrow and Payment Services group.

Aaron earned his bachelor’s degree in finance from the University of North Dakota.

Derrick Theetge

Senior Director, Escrow & Payments Solutions

Fort Mitchell, KY
859.816.4750

Derrick Theetge is a senior director of Escrow and Payment solutions. He is responsible for developing referral opportunities, strengthening client relationships, and managing merger and acquisition escrow and payment accounts.

Before joining SRS Acquiom, Derrick worked 27 years for Fifth Third Bank. He held several different roles over his career, primarily with institutional clients. Most recently serving as director of escrow agent services. Derrick was instrumental in developing and growing their Escrow Agent Services product. He was responsible for managing all aspects of the escrow process from negotiating the escrow agreements to final release of funds.

Derrick believes in serving his community. He is a board member for the Down Syndrome Association of Greater Cincinnati and serves as the Treasurer.

Andrew Wassing

Senior Director, Escrow and Payments Administration

Minneapolis, MN
612.393.4009

As senior director for SRS Acquiom’s global M&A Payments and Escrow Administration services, Andrew is responsible for developing and facilitating transactions for the SRS Acquiom M&A Escrow and Payments Administration service.

Andrew comes to SRS Acquiom after spending the last six years as a vice president at Wilmington Trust. He played a key role in developing their M&A agency product offerings and focused on business and product development, as well as escrow and paying agent administration. Prior to that, Andrew spent five years at Wells Fargo, including serving as vice president within their Corporate Debt and M&A Escrow and Payment Services team.

Andrew earned his bachelor’s degree from the University of Minnesota, Duluth.

Ariel Altman

Director, Shareholder Advisory

Minneapolis, MN
720.966.1802

Ariel is a director in the Shareholder Advisory group. He serves as the primary client contact on post-closing claims, contingent consideration, and milestone issue management. He actively manages responses to claims and milestone events, including litigation, arbitration, and tax claims.

Before joining SRS Acquiom, Ariel was an Associate General Counsel for the Minnesota Department of Employment and Economic Development. There, he worked with Minnesota’s State Services for the Blind and its partners to develop safety and reporting procedures for blind and visually impaired program participants. Before that, Ariel was a civil litigator and a prosecutor in Minneapolis and Atlanta, Georgia. As a litigator, he successfully tried several cases to verdict, and secured seven-figure settlements for his clients.

Ariel was a member of City Year Chicago, an AmeriCorps organization that provides academic support to Chicago public school students. He received his B.A. in history and political science from Indiana University and graduated from Emory University School Law.

Lynn Curtin

Senior Director, M&A Contract Administration

Denver, CO
720.966.1820

Lynn is the senior director of M&A contract administration for SRS Acquiom. She leads the teams responsible for coordinating post-closing escrow releases and contract compliance, including contract interpretation and inquiries, amendments to agreements, and transfer and name discrepancy processes.

Before joining SRS Acquiom, Lynn was a Bankruptcy Manager at Computershare, Inc. where she managed the Bankruptcy Department, and was head of vendor management and data on-boarding. Prior to that, she worked at IBM for 13 years as a Loan Servicing Manager. During her tenure at IBM, she owned various responsibilities including process and product implementation, product ownership, contract management. She also managed teams responsible for mitigating escalated complaints and contested litigations.

Lynn is currently a member of Women of Denver and is a notary for the State of Colorado. She earned her B.S. degree in Business Administration and Management from Linfield College in McMinnville, Oregon.

Janelle Dixon

Director, Shareholder Advisory

Chicago, IL
303.829.5637

Janelle is a director in the Shareholder Advisory group. She serves as the primary client contact on post-closing claims, contingent consideration, and milestone issue management. She actively manages responses to claims and milestone events, including litigation, arbitration, and tax claims. She is an experienced litigator whose focus on global and long-term strategy brings value to shareholders as they navigate novel and complex post-closing issues.

Before joining SRS Acquiom, Janelle was a partner at Kovitz Shifrin Nesbit with a focus on complex real estate and property disputes of all kinds, including breach of fiduciary duty claims, breach of contract, personal injury, and property tax appeals. Before that, Janelle worked as a trial attorney for a boutique personal injury law firm.

Janelle is actively involved in her local community. She serves as the co-chair of the Illinois Kane County Bar Association’s Diversity Committee, she serves as a Board Member for Advocate Sherman Hospital, and serves as a Board Member on the Well Child Center, an Illinois not-for-profit corporation. Janelle earned her J.D. from Chicago-Kent College of Law and her B.S. in Psychology from Loyola University of Chicago.

Paul Eastwood

Senior Finance Director, Shareholder Advisory

Denver, CO
720.799.8604

Paul is a senior finance director in the Shareholder Advisory group at SRS Acquiom, specializing in finance and accounting. He manages post-closing matters and disputes related to purchase price adjustments, earn-outs, and indemnification claims.

Before joining SRS Acquiom, Paul worked at Alvarez & Marsal in Chicago and AlixPartners in London, advising multinationals and private companies on high-value purchase price disputes, commercial litigation, financial damages, and forensic accounting.

Paul holds an MA in Economic History from the University of Glasgow in the UK, and is a Fellow of the Institute of Chartered Accountants in England & Wales (ICAEW).

Michelle Kirkpatrick

Executive Director, Shareholder Advisory

Denver, CO
720.799.8614

Michelle leads the Shareholder Advisory team of attorneys and accountants handling post-closing issues, including escrow claims, earnouts, working capital, tax, and disputes. She has extensive experience negotiating, mediating, and litigating in various forums.

During her federal clerkship, Michelle participated in over 100 settlement conferences involving a wide variety of claims. Michelle then focused her practice at a leading labor and employment firm, where she specialized in drafting complex employment agreements and advising clients on a broad range of employment issues.

Michelle earned her JD from the University of California, Berkeley (Boalt Hall) and her BA in Political Science from the University of California, San Diego.

Natalie Kleffman

Senior Director, Tax Advisory

San Francisco, CA
415.432.7122

Natalie manages post-closing matters as a senior director at SRS Acquiom. She works directly with key buyer and seller stakeholders to effectively resolve indemnification claims and disputes, with an emphasis on tax issues.

Prior to joining SRS Acquiom, Natalie gained experience at law firms, the United States Attorney’s Office, and in-house at a late stage start-up. She also worked in the National Tax group at Ernst & Young (EY). Natalie’s combined background as an attorney and tax professional provides her with a unique perspective in managing various tax disputes.

Natalie earned her JD from UC Berkeley School of Law (Boalt Hall) and her BA in Economics, cum laude, from UCLA. At Boalt, Natalie served as Co-Chair of the Berkeley Tax Law Clinic, which provides free tax guidance to low income individuals in the Bay Area.

Elizabeth LaVance

Director, Shareholder Advisory

Denver, CO

Elizabeth is a director in the Shareholder Advisory group. She works with selling shareholders to resolve indemnification claims, including tax, milestone, and earnout disputes.

Before joining SRS Acquiom, Elizabeth worked as a litigator at boutique law firms in New Orleans and Denver with a focus on civil litigation and construction disputes. Elizabeth also served as a judicial law clerk for the territorial court in the U.S. Virgin Islands.

Elizabeth earned her J.D. from Tulane University Law School and her B.A. from the University of Colorado at Boulder.

James Luessman

Associate Director, Shareholder Advisory

Minneapolis, MN
612.509.2322

James is an associate director in the Shareholder Advisory group at SRS Acquiom, specializing in accounting and finance. He focuses on post-closing matters and disputes related to purchase price adjustments and earnouts.

Before joining SRS Acquiom, James worked at CliftonLarsonAllen (CLA) within the Audit Practice, serving various public and private financial institutions throughout the country.

James earned his B.B.A. in accounting and finance from the University of Wisconsin—Eau Claire. He currently holds the C.P.A. designation and is a member of the Minnesota Society of CPAs.

Ruth Mackey

Director, Shareholder Advisory

Denver, CO

Ruth works as a director in the Shareholder Advisory group to resolve post-closing disputes. These disputes range from claims for indemnification, earnout and milestone issues, third-party litigation, and other matters that arise after an acquisition has closed.

Before joining SRS Acquiom, Ruth was in-house counsel at a multinational public company, where she provided advice and counsel to her internal clients and managed litigation and other dispute resolution with third parties. Prior to working in-house, Ruth practiced at several large law firms, and is an experienced litigator on behalf of business clients in general civil litigation and employment matters. She began her career as a law clerk for the Colorado Supreme Court.

Ruth earned her J.D. from the University of California, Berkeley, and her B.A. from Reed College. She is active in Colorado’s legal community, recently serving as President for the Colorado Hispanic Bar Association’s 501(c)(3) Foundation. She currently serves on the Denver Bar Association Board of Trustees.

Casey McTigue

Managing Director, Professional Services Group

San Francisco, CA
415.363.6081

Casey is a managing director at SRS Acquiom and leads the Professional Services group. His team of lawyers, accountants, and other professionals is responsible for managing post-closing escrow claims, earnouts, working capital, tax, and other disputes on behalf of the company's clients, post-closing distribution of merger proceeds, and other activities related to serving as the shareholder representative. While at SRS Acquiom, Casey has represented shareholders’ interests on hundreds of deals, including defending claims up to $400 million and administering life sciences deals with as much as $1 billion in contingent consideration.

Before joining SRS Acquiom, Casey represented Fortune 50 clients as a litigation attorney nationally and internationally in a variety of fields. He acted as outside counsel on behalf of numerous parties, including SRS Acquiom and its clients, and took multiple cases to trial and appeal.

Casey frequently presents and writes on subjects of interest to those in the M&A field and is a core contributor to SRS Acquiom’s life sciences study. He is also an Eagle Scout and volunteers with San Francisco Bay Area youth sports. He holds a J.D. from the University of California, Berkeley (Boalt Hall) and a B.S. in economics from Arizona State University’s Barrett Honors College.

Nanak Mehta, CPA

Director, Tax Advisory

Charlotte, NC
678.634.2633

Nanak is a tax advisory director for SRS Acquiom. He reviews and analyzes corporate tax returns and tax refunds on behalf of selling company shareholders, manages and maintains regular communications with clients and explains regulations, policies, and procedures.

Before joining SRS Acquiom, Nanak was a professional with more than 25 years of experience in tax and accounting management with experience in auto manufacturing, utility, retail, services, computer software, and other industries for entities ranging from $50 million to $350 billion in annual revenues. He possesses an in-depth knowledge of accounting and federal, state, and local tax laws, as well as property tax laws governing corporate legal entities. His extensive experience gives him the ability to quickly identify opportunities and implement steps for tax savings.

Nanak has, for years, voluntarily served as a treasurer for a religious organization with over 5,000 members. Nanak is a CPA and earned his bachelor’s degree in Accounting from University of North Carolina at Charlotte.

Don Morrissey

Head of Life Sciences

Denver, CO
303.250.8936

Don advises life science clients on M&A deal negotiations and post-closing milestones and earnouts. He is principal author of our life science studies and a frequent speaker at industry events.

Before joining SRS Acquiom, Don spent more than a decade helping to grow two venture-backed life science start-up companies through IPOs. He has been responsible for many strategic transactions involving licensing, partnering and M&A, as well as financings with leading venture capital and private equity firms. He was formerly SVP, Corporate Development and General Counsel for Replidyne, an antibiotic drug development company, and VP, Legal Affairs and Business Development for Caliper Life Sciences, a microfluidics company. He began his career as a business attorney with Cooley LLP.

Don holds a law degree from USC and a BA in Molecular, Cellular and Developmental Biology from the University of Colorado.

Lauren Myers

Associate Director, Contract Administration

Tulsa, OK
918.519.3300

Lauren is an associate director for contract administration at SRS Acquiom. Her responsibilities include contract compliance where she reviews deal documents for early obligations, escrow releases, revenue recognition, marketing, and transfers of interest.

Before joining SRS Acquiom, Lauren was an associate attorney in the litigation practice group at Doerner, Saunders, Daniel, & Anderson, LLP in Tulsa, Oklahoma for five years primarily practicing civil litigation. During this time, she represented individuals and companies in a wide variety of business disputes, employment matters, product disputes, creditor actions, and more. She participated in jury trials and argued motions in both state and federal courts.

Lauren received her B.B.A. from the University of Oklahoma in international business and marketing and graduated with honors from the University of Oklahoma College of Law.

Andrew Noble

Senior Director, Institutional Client Relations

San Francisco, CA
415.373.4022

Andrew Noble is a senior director of Institutional Client Relations. He works with selling shareholders to resolve post-closing claims for indemnification, earnout and milestone issues, third-party litigation, and other matters that arise after the acquisition has closed.

Before joining SRS Acquiom, Andrew was a litigator at a San Francisco-based law firm where he tried numerous cases on behalf of financial institutions and investment partners.

Andrew graduated from the University of Washington School of Law and Whitman College. Andrew is admitted to practice law in California and Washington state.

Kelly Nugent

Director, Shareholder Advisory

North Palm Beach, FL
415.373.4026

Kelly is a director in the Shareholder Advisory group, serving as the primary client contact on post-closing matters and disputes. She actively manages and works to resolve post-closing issues, including claims for indemnification, earnout and milestone events, and other matters that arise after the acquisition has closed.

Before joining SRS Acquiom, Kelly was a litigator at a leading law firm in Palm Beach County, Florida. There, her practice included litigating, negotiating, and counseling clients on disputes with a focus in probate, trust and estate litigation, contested guardianship proceedings, and commercial litigation matters. She served as trusted counsel to a wide range of clients including individuals, families, beneficiaries, trustees, fiduciaries, creditors, and corporations.

Kelly earned her J.D., magna cum laude, from Tulane University Law School and her B.A., cum laude, from University of Richmond.

Elisheva Paton

Senior Director, Shareholder Advisory

Toronto, ON
720.613.1022

Elisheva is a senior director with SRS Acquiom. An accomplished attorney, Elisheva is a senior member of the team responsible for managing post-closing escrow claims, earnouts, working capital issues, and disputes on behalf of the company's clients.

Prior to SRS Acquiom, Elisheva served as general counsel of Benchmark Capital in Israel, and practiced commercial and corporate law at leading law firms in Israel and litigation in Toronto, Canada. Elisheva draws on her extensive experience in Israel and Canada in handling and resolving complex indemnification claims on behalf of our clients.

Elisheva has been an active volunteer at Beit Halochem Canada and Associated Hebrew Schools of Toronto. She holds an LL.B from Osgoode Hall Law School (York University) in Toronto, a B.A. in sociology from the Hebrew University of Jerusalem, and is a member of the Israel Bar Association, and the Law Society of Ontario.

Seth Rabe

Director, State and Local Tax Advisory

New York, NY
646.568.3337

Seth Rabe is a director of State and Local Tax Advisory. He provides guidance to shareholders regarding buyers’ state and local tax claims.

Before joining SRS Acquiom, Seth worked at large multi-national accounting firms and in private practice representing companies. He has over 18 years of experience in all aspects of state and local tax. Seth represented companies in state and local tax disputes, planning, due diligence, and structuring.

Seth received his B.A. from Washington University in St. Louis, his law degree from Cardozo School of Law at Yeshiva University, and an LL.M. in Taxation from the University of Miami School of Law.

Anahit Samarjian

Senior Director, Shareholder Advisory

California
720.452.5359

Ana works as a senior director in the Shareholder Advisory group to resolve post-closing matters and disputes. These matters range from claims for indemnification, earnout and milestone issues, third-party litigation, and other matters that arise after the acquisition has closed.

Before joining SRS Acquiom, Ana’s practice included litigating, negotiating, and counseling clients on disputes in courts across the country. She has represented some of the world’s biggest and most innovative companies in complex and high-stakes litigation. She previously practiced at Perkins Coie LLP and Leider + Ayala-Bass LLP.

Ana earned her J.D. from the University of California, Berkeley (Boalt Hall) and her B.A. from California State University, Long Beach.

Brandon Wilson

Director, Shareholder Advisory

Chicago, IL
415.373.4025

Brandon is a director in the Shareholder Advisory Group. He serves as the primary client contact on post-closing disputes and milestone and earnout matters. He actively manages responses to indemnification matters including litigation and arbitration claims.

Before joining SRS Acquiom, Brandon was a partner at a Chicago law firm, with a focus on commercial civil litigation. With over a decade of experience as a litigator, Brandon handled a wide array of matters including the defense of breach of fiduciary duty claims as well as construction and complex contract disputes.

Brandon earned his B.A. from the University of Iowa and graduated from the DePaul University College of Law.

Maren Wiltshire

Finance Director, Shareholder Advisory

Denver, CO

Maren is a finance director in the company’s Professional Services Group, specializing in finance and accounting. She focuses on post-closing accounting matters related to purchase price adjustments and earnouts.

Before joining SRS Acquiom, Maren spent three years at KPMG in the audit practice where she focused on national, and international, client services in the retail and telecom industries.

Maren earned her Bachelor’s in Accountancy from the University of Illinois and currently holds the CPA designation.

Justin Davis

Associate Director

Denver, CO
719.661.2541

Justin is an associate director with the SRS Acquiom Transactional Group. He collaborates with clients and counsel on both the buy-side and sell-side to draft, negotiate and finalize M&A documents, including definitive, escrow, payments, and other various agreements.

Before joining SRS Acquiom, Justin was an associate attorney at a boutique law firm in Denver, Colorado where he practiced in a variety of legal fields including personal injury, trust and estates, family law, and business formation/contracts. Prior to that, Justin worked at Promontory Financial Group, an IBM company, as an anti-money laundering analyst.

Justin earned his J.D. from the University of Denver, Sturm College of Law. While attending law school at the University of Denver, Justin’s course work was focused in corporate/commercial law. He has a B.A. in Business Administration with a major in Finance from the University of Colorado, Boulder. Justin is a member of the Colorado Bar.

Thomas Gipson

Associate Director

Denver, CO
720.391.7698

Tom is an associate director with SRS Acquiom. He collaborates with clients and outside counsel to draft, negotiate and finalize M&A documents and related transaction documents. Tom has extensive transactional experience advising clients on a variety of complex deals.

Before joining SRS Acquiom, Tom worked as an associate attorney for a boutique law firm in Chicago where he represented clients in a broad range of transactions, such as employment contracts, Non-disclosure and settlement agreements, as well as in litigation.

Tom received his J.D. from the University of Illinois College of Law and his B.A. in Political Science from DePaul University.

Jennifer Henley

Associate Director

Denver, CO
918.729.5953

Jennifer is an associate director for the SRS Acquiom Transactional Group. She is responsible for receiving deals, providing guidance and representation on behalf of the shareholders in merger agreements, and working with counsel on both the buy and sell side to finalize the agreements.

Before joining SRS Acquiom, Jennifer worked as a personal injury attorney with Law Offices of Dianne Sawaya in Denver, Colorado. Prior to that, she worked with Judge Gregory Ryan and the Oklahoma County Juvenile Bureau and volunteered at the non-profit Dale K. Graham Veterans Foundation in Oklahoma.

Jennifer received her J.D. from Oklahoma City University and her B.S. in political science from Oklahoma State University. During her undergraduate studies, Jennifer also spent time at Keele University in Staffordshire, England. She is passionate about non-profit work, specifically, the Animal Legal Defense Fund.

Andrew Moore

Associate Director

Sarasota, FL
720.518.9026

Andrew is an associate director with SRS Acquiom in the M&A Transactional Group. He collaborates with clients and outside counsel to draft, negotiate and finalize M&A documents and related documents such as escrow, payment, and exchange agreements, among others.

Before joining SRS Acquiom, Andrew worked as an oil and gas lawyer where he researched mineral and lease ownerships, and drafted drilling and division order title opinions for a Denver law firm. Prior to that, Andrew practiced real estate, business, and water law for several years with a firm located near Winter Park, Colorado.

Andrew earned his J.D. from the University of Denver Sturm College of Law and his B.A. in Political Science from the University of Richmond.

Corey Quinlan

Director

Denver, CO
303.842.4226

Corey collaborates with clients and counsel to finalize and negotiate M&A documents, including escrow, payments, and other agreements. Corey has broad transactional experience and provides guidance on a variety of matters, including earnout, holdbacks, escrows, expense funds, and purchase-price adjustments.

Before joining SRS Acquiom, Corey was an attorney at a regional law firm where he had a broad practice of commercial litigation, real estate, and general business matters. Prior to that, Corey clerked for a district court judge in Arapahoe County, Colorado, helping to manage a busy civil docket.

Corey received his J.D. from the University of Denver Sturm College of Law, and a B.A. in environmental studies – Society and Policy from the University of Colorado – Boulder.

Sam Riffe

Managing Director, M&A Transactional Group

Denver, CO
720.279.0969

Sam is managing director of the M&A Transactional Group for SRS Acquiom. He has specialized expertise in mergers & acquisitions and contract negotiation.

For the M&A Transactional Group, Sam manages a talented team of in-house corporate attorneys that work with our clients and their counsel to finalize transaction documents for all SRS Acquiom services. Sam ensures that each engagement is fast and efficient, while helping to find creative solutions for any unique requests or issues that our clients may have.

Prior to joining SRS Acquiom in 2011, Sam was a transactional attorney in the M&A department of New York law firm Dewey & LeBoeuf LLP, where he worked on sophisticated M&A and securities transactions. Prior to his legal career, Sam held finance and accounting positions at Credit Suisse Group, Duke Energy and Arthur Andersen.

Sam earned a J.D. from Columbia Law School and a B.S. in Finance (minor in Accounting) from Oklahoma State University.