We’re Hiring!

As a result of our growth, we are looking to add exceptional attorneys, accountants, business leaders, and technologists to our team. For more information, please contact us at srscareers@srsacquiom.com.

Associate – Deal Intake Team
Location: Denver

Position Summary:

SRS|Acquiom is currently recruiting a Legal Associate to join our Deal Intake team. The primary   role of this new employee will be to formalize SRS’s engagement as the shareholder representative in private M&A transactions. This person should be a self-­‐starter able to work both as a teammate within the group and with a high level of autonomy on individual transactions and projects. The ideal candidate should be able to quickly and carefully review and understand complex agreements, communicate effectively, meet demanding deadlines of our international clients, and solve  problems when unexpected issues arise.

Primary Responsibilities:

  • Draft and negotiate SRS engagement agreements.
  • Review and negotiate merger agreements, escrow agreements and other related transactional agreements on behalf of SRS.
  • Daily interaction with target companies, major stockholders, outside counsel, financial institutions and outside third parties.
  • Consistent interaction with internal teams within SRS.
  • Suggest new and more efficient processes and assist in design and implementation of improvements.
  • Assess SRS’ responsibilities for pricing engagements.

Requirements:

  • Licensed attorney with strong academic record.
  • 2-­5  years general corporate experience with a major law firm, including a minimum of 2-­3 years of  M&A experience.
  • Extensive experience drafting and negotiating M&A transactional documents.
  • Local to Denver, CO area (or willing to relocate).

Technical Skills:

  • Microsoft Office Suite
  • NetSuite or other database experience preferred
  • Mac familiarity and experience desirable

Abilities:

  • Ability to manage multiple transactions and tasks simultaneously under tight deadlines.
  • Able to quickly and carefully review and understand complicated agreements.
  • Excellent oral and written communication skills.
  • Ability to quickly solve problems when unexpected issues arise.
  • Ability to communicate effectively with all levels of company staff.

Account Administrator
Location: Denver or San Francisco

Position Summary:

SRS|Acquiom is currently recruiting for an experienced Account Administrator to handle the day-to-day administration of M&A escrow and payment transactions. This individual will interact with outside counsel, company principals and internal partners (operations, compliance, legal etc.) to onboard new escrow and payment administration appointments and also administer the deals post-closing to ensure compliance with the governing documents. They will be the primary contact for all participants in the M&A escrow and payment transaction. The ideal candidate will be focused on providing a positive client experience and be responsible for generating repeat business.

Job Responsibilities:

  • Reviews governing documents (escrow and paying agent agreements) and works with internal legal team during the document negotiation phase.
  • Collects U.S. Patriot Act/account opening forms and forwards to appropriate parties.
  • Requests and reviews payment spreadsheets to ensure all relevant information is provided and forwarding the same to internal operations.
  • Reviews completed Letters of Transmittal.
  • Updates deal specifics on Agent’s/Administrator’s internal database.
  • Fields inquiries from corporate principals, buy/sell-­‐side counsel and major shareholders.
  • Confirms deal documents are properly accounted for and loaded into internal database (request executed copies of the governing documents, etc.).
  • Responsible for tracking all pending and closed transactions.
  • Accompany sales staff on client calls (both existing an new business opportunities).
  • Provides detailed reporting to manager concerning number of pending deals, closed deals, outstanding ticklers and other compliance items, and any additional required reporting.
  • Reviews payment instructions for escrow releases and another payments not made through Operations for sufficiency and initiates first level payment process.
  • Works with Operations when an engagement terminates to either escheat funds or send back to the appropriate party and ensures other account termination activities are completed.

Requirements:

  • Minimum 3-5 years experience in banking or finance.
  • BA or BS Degree (MBA preferred).
  • Top-notch customer service skills.
  • Ability to become a subject matter expert in payment processes (wire releases, etc.).
  • Must be able to work within a group, and handle the activities of an administrative assistant.
  • NetSuite experience highly preferred, but not required.
  • Series 6 and/or Series 7 designation a plus.

CRM Development Consultant
Location: Denver or San Francisco

Position Summary:

A talented CRM Developer to join our team on a consulting basis and support our ever-growing Business Development and Marketing teams. The position may lead to a full-time hire. The ideal candidate will help create services that will leverage our data and client relationships in fresh and exciting ways to provide simple, intuitive interactions in the entrepreneur, VC and legal communities. The ideal candidate must be able to work well both as a teammate within a tightly integrated group but also with a high level of individual responsibility on individual projects and tasks. The job requires maximum attention to detail and might require work outside of normal business hours.

Job Responsibilities:

  • Configure our current CRM components to implement the plan we are currently working to develop. Work with us to design and implement contact fields that our marketing and sales departments can use freely while locking down the ability of our teams to modify elements that are used by our operations department and comprise our system of record.
  • Manage the import/export of new contact data that comes from a variety of sources (databases, Excel spreadsheets, emails) and simplify the procedure for adding new contact records, adding new data to existing contact fields, etc.
  • Help, design and implement technical components into new processes for collecting and integrating data from sales visits and meetings, (our mobile CRM tool). Assist in developing both the technologies and processes to get data from our Business Development team with varying degrees of technical proficiency and motivation into the CRM database.
  • Manage the complete integration of Mail Chimp as an email marketing application: how we handle opt-ins, email address changes, capture email addresses when reports are downloaded.

Requirements:

  • Experience in designing and configuring CRM and sales management systems.
  • Complete understanding of Cloud-based systems for business; database management; web design business processes; targeted web marketing and user interfaces is required.
  • Comfort with configuring cloud based CRM/sales pipeline/marketing systems (Salesforce, NetSuite, MailChimp, Zoho, etc.).
  • Ability to dive into web scripting, CSV imports, SQL queries, HTML templates and mail merges when needed to efficiently provide custom data presentations
  • Proficiency in HTML a plus.
  • Local to the Bay Area

Technical skills:

  • Microsoft Office Suite.
  • NetSuite or other database experience preferred.
  • Mac familiarity and experience desirable.

Abilities:

  • Ability to manage multiple transactions and tasks simultaneously under tight deadlines.
  • Able to quickly and carefully review and understand complicated agreements.
  • Excellent oral and written communication skills.
  • Ability to quickly solve problems when unexpected issues arise.
  • Ability to communicate effectively with all levels of company staff.