Insights

Gain a deeper understanding of the latest trends in M&A and Loan Agency with insights only SRS Acquiom can provide based on our experience and proprietary data from more than 3,500 deals.

2020 M&A Deal Terms Study

2020 Buy-Side Reps and Warranties Insurance Deal Terms Update

2019 Life Sciences M&A Study

SRS Acquiom Barometer™ on Collateral Priming

Collateral Priming: Is this the new norm in restructuring? Recent transactions have highlighted the use of collateral priming in the loan market. Collateral priming occurs when a borrower shifts previously pledged collateral and assets from one credit facility to a new senior facility, resulting in the original loan potentially being subordinated. SRS Acquiom launched this…

SRS Acquiom Barometer™ on Collateral Priming

M&A: Who Owns the Attorney-Client Privilege After Closing?

In most mergers, the buyer and seller are each represented by legal counsel. The stockholders of the target company often assume that communications with the law firm that “sat on their side of the table” in the negotiation phase of the transaction will continue to be confidential and unavailable to the buyer since the buyer…

M&A: Who Owns the Attorney-Client Privilege After Closing?

An Independent Administrative Agent is Crucial to Your Deal

Not all syndicated loans are the same, and they can become highly complex with sophisticated skill sets required to manage them effectively. A professional, independent administrative agent can make all the difference. It is important to make an informed choice when selecting the right resources to support your deal. The process of selecting an administrative,…

An Independent Administrative Agent is Crucial to Your Deal

Managing Foreign Exchange (FX) Complexities in International M&A Transactions

Exposing FX Concerns and Optimizing FX for M&A More often, M&A transactions involve cross-border deal parties and shareholder bases that require payment in multiple currencies. The foreign exchange (FX) market is the world’s largest market yet it has no formal exchange. Growing global transactions suggest that M&A deal parties must become increasingly aware of FX…

Managing Foreign Exchange (FX) Complexities in International M&A Transactions

Common Myths About Hiring a Professional Shareholder Representative

Sellers are often conflicted about the need to hire a professional shareholder rep. Many believe their deal is clean and simple and does not warrant an outside professional. Jason Mendelson, serial entrepreneur and venture capitalist, sat down with SRS Acquiom to help allay some of the common misbeliefs about hiring a professional shareholder rep. Learn…

Common Myths About Hiring a Professional Shareholder Representative

Keeping Investment Funds Out of Litigation Purgatory With a Professional Shareholder Representative

Fund managers are often named as parties to suits related to their portfolio companies. Post-closing of a merger and acquisition transaction is one place where that risk is easy to avoid — here is why. Most seasoned fund managers know it’s only a matter of time before they get dragged into litigation over something. Much…

Keeping Investment Funds Out of Litigation Purgatory With a Professional Shareholder Representative

Effective M&A Dispute Resolution: Considerations in Arbitration, Litigation

Structuring an effective approach to the dispute resolution provisions in an acquisition agreement requires an awareness of the risks and rewards of the various alternatives. This article examines some of the key considerations that deal parties should consider when determining how disputes should be resolved under their acquisition agreement, whether through arbitration, litigation or otherwise.…

Effective M&A Dispute Resolution: Considerations in Arbitration, Litigation

Why a Properly Sized Expense Fund Can Be Good for Buyers and Sellers

Be Prepared to See the M&A Deal All the Way Through “Nobody cares how good your case is if you don’t have the money to prove it.” As harsh as this sounds, it’s often true in post-closing M&A disputes. The selling shareholders may have a great claim against the buyer for an earnout payment (or…

Why a Properly Sized Expense Fund Can Be Good for Buyers and Sellers

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Deal Analytics

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Client Quotes and Stories

See why clients rely on us to elevate their gain.

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SRS Acquiom provides seamless shareholder representation and is a great resource for M&A terms and rep & warranty insurance.

- Dave Markland, CFO and Administrative Partner, Tenaya Capital

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SRS Acquiom is changing the rules for how M&A payments are administered and how the post-closing period is managed.

- Steve Miles, Group Vice President and Sales Director, SunTrust Bank

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Most M&A lawyers move on to the next deal without much thought about how tedious the payments process can be for merger parties. SRS Acquiom Clearinghouse is a significant value-add-on to an M&A practitioner’s client toolkit.

- Nicholas Deitrich, Retired Partner, Gowlings

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M&A deal technology has evolved, but some aspects haven’t changed for decades. Services like SRS Acquiom Clearinghouse show what technology can do to make the deal process more efficient from both an economic and practical standpoint.

- John Hughes, Partner, Sidley Austin LLP

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SRS Acquiom has earned our business and future business. They make a complicated process simple and keep lines of communication open at all times.

- Jim Bullock, President and CEO, Zyga Technology

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SRS Acquiom has been flexible and responsive to our many needs. They get the job done and have exceeded our tough standards.

- Peggy Tirrell, Assistant General Counsel, Dell, Inc.

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SRS Acquiom takes a process that has often been problematic and makes it simple. In particular, their unique online portal provides an extremely useful way for shareholders to track and monitor their escrow balances and status.

- Scott Ring, General Counsel and Partner, Bessemer Venture Partners

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Unlike most paying agents, a sophisticated payments administrator handles the headache of employee compensation with ease. They provide peace of mind.

- Benton Bodamer, Counsel, Goodwin Procter

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What SRS Acquiom does is not part of our brain process. We just want things to be done…no pain, no problems. They make sure nothing gets in the way of my deal.

- Nils Holum, Vice President, Middle Market Private Equity Firm