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Due Diligence
Best Practices in M&A Due Diligence
Deal Terms Analysis
Indemnification
Deal Terms for M&A Escrows - Statistics and Key Findings
Deal Terms Analysis
M&A Deals: Key Trends and Highlights from the SRS Acquiom M&A 2025 Deal Terms Study
Loan Agency
Loan Liquidity Allows Accessibility: What You Need to Know
Shareholder Representation
Does Your M&A Deal Need a Professional Shareholder Rep?
Loan Agency
Trends in Loan Agency and Regulatory Compliance
Deal Terms Analysis
2025 M&A Deal Terms Study
Loan Agency
The Contest for Capital: Private Credit vs Broadly Syndicated Loans 2024
Shareholder Representation
M&A Earnout Provisions – What You Need to Know
Loan Agency
Five Considerations When Engaging an Administrative or Facility Agent
Shareholder Representation
M&A Tax: Key Considerations for Mergers & Acquisitions in 2025
Tools for Practitioners
SRS Acquiom Barometer: 2025 M&A Outlook
Deal Terms Analysis
2025 Working Capital Purchase Price Adjustment Study
Deal Terms Analysis
Life Sciences
Bio/Pharma M&A: Earnout Achievement Insights
Deal Terms Analysis
M&A Deal Terms: Three Trends to Watch in 2025
Loan Agency
Lack of Supply, Competition Leads to Tighter Spreads
Deal Terms Analysis
2024 Trends in M&A Indemnification Claims and Earnouts
Deal Terms Analysis
Lower Middle Market M&A Deals: What Makes Them Different?
Indemnification
M&A Escrows: What You Need to Know
Deal Terms Analysis
2024 M&A Deal Terms Special Report: Lower Middle-Market Deals
Loan Agency
Deflated Default Rate May Not Tell the Whole Story
Shareholder Representation
Payments
Joinder Agreements and Contribution Agreements in M&A
Payments
Shareholder Representation
Pro-Rata Shares: The Dos and Don’ts in M&A Transactions
Indemnification
Payments
How to Avoid Complications with M&A Escrows and Payments
Loan Agency
Peaceful Coexistence: Evolving Private Credit Market Shows Similarities to BSL Market
Loan Agency
Liability Management Transactions are Poised to Proliferate: What You Need to Know
Loan Agency
Uptiering: Steps Lenders Can Take Against Predatory Practices
Shareholder Representation
Delaware Case Law Update: New Statutory Provision for Appointing the Shareholder Representative in M&A Transactions
Deal Terms Analysis
2024 M&A Claims Insights Report
Loan Agency
Predatory Uptiering: Three Steps to Protect Against Being Primed
Due Diligence
M&A Advisors: Prepare for the Modern Due Diligence Process
Tools for Practitioners
SRS Acquiom Barometer: 2024 M&A Mid-Year Outlook
Indemnification
M&A Escrows Checklist: Avoiding Common Pitfalls
Indemnification
Deal Terms Analysis
2024 RWI Highlights: Effect of Reps and Warranties Insurance on M&A Deal Terms
Deal Terms Analysis
2024 M&A Deal Terms: Highlights for M&A Advisors
Shareholder Representation
M&A Checklist: Engaging a Professional Shareholder Representative
Due Diligence
5 Reasons an M&A Virtual Data Room Beats File-sharing Services
Due Diligence
What Makes a Modern Virtual Data Room?
Loan Agency
The Importance of Loan Portability: What You Need to Know
Loan Agency
2024 Loan Agency Restructuring and Liquidity Considerations
Shareholder Representation
Preserving M&A Lost Premium Claims (Con Ed Provisions) After Crispo vs. Musk
Due Diligence
How to Avoid the Hidden Costs of Virtual Data Rooms
Loan Agency
An Independent Administrative Agent or Facility Agent is Crucial to Your Deal
Loan Agency
5 Steps to Close Your Next Deal with an Independent Administrative Agent or Facility Agent
Loan Agency
Tools for Practitioners
Checklist for Hiring a Successor Agent
Loan Agency
Best Practices When Hiring a Successor Agent for a Distressed Credit Facility
Loan Agency
Top Five Reasons to Use a Third-Party Loan Agent
Loan Agency
Insights from the Rise of Private Credit
Deal Terms Analysis
2024 M&A Deal Terms Study
Loan Agency
The Rise of SOFR as an Alternative to LIBOR: SOFR vs LIBOR
Loan Agency
Credit-Spread Adjustments and the State of SOFR Today
Loan Agency
Syndicated Loans: Financing the Future
Shareholder Representation
Professional Shareholder Representation Services Success Stories
Shareholder Representation
Including Deferred Tax Assets and Liabilities in Working Capital Calculations for M&A Transactions? Think Twice
Shareholder Representation
Three Best Practices for the M&A Expense Fund
Due Diligence
Best Practices in M&A Due Diligence Study
Loan Agency
What is Loan Agency? What is an Administrative Agent?
Loan Agency
Bilateral Loans vs. Syndicated Loans: What’s the Difference?
Loan Agency
Considerations When Selecting a Successor Agent
Tools for Practitioners
SRS Acquiom Barometer: 2024 M&A Outlook
Shareholder Representation
Are Your Client’s Proceeds at Risk From Post-Closing Claims?
Deal Terms Analysis
2024 M&A Working Capital PPA Study
Indemnification
Why Are M&A Deal Parties Thinking Twice About RWI?
Deal Terms Analysis
M&A Earnouts: Be Prepared for 2024
Shareholder Representation
M&A Post-Closing Claims: Do Multipliers Apply?
Shareholder Representation
Expense Funds for the Win-Win
Tools for Practitioners
Due Diligence
Virtual Data Room Checklist: Four Tips for Choosing the Best M&A VDR Provider
Loan Agency
Restructuring Checklist: Navigating Turnarounds and Distressed Debt
Life Sciences
Life Sciences M&A: Are You Prepared for Post-Closing Challenges?
Shareholder Representation
Payments
M&A Expense Funds: Why Sellers Should Establish One, How Large It Should Be, and Other Considerations
Shareholder Representation
M&A Advisors: Why is a Post-closing Specialist Essential for Your Clients?
Due Diligence
Enhance M&A Efficiency with a Private Client Portal
Loan Agency
Lending Industry Trends: Loans Remain Attractive as Market Resilience Persists
Shareholder Representation
Deal Terms Analysis
M&A Purchase Price Adjustments Are Common Yet Complex
Deal Terms Analysis
Valuation Disconnects Driving a Spike in Earnouts in M&A
Due Diligence
Shareholder Representation
M&A Deals: Don't Overlook the Later Stages
Loan Agency
Life After LIBOR: An Overview and Outlook
Life Sciences
2023 Life Sciences M&A Earnout Achievement: Key Findings by Industry Sector
Deal Terms Analysis
2023 Lower Middle-Market Mergers & Acquisitions Deals Report
Deal Terms Analysis
Life Sciences
2023 SRS Acquiom Life Sciences M&A Study
Loan Agency
Lending in the Era of Uncertainty: Strategies for Success
Due Diligence
M&A Virtual Data Room Costs: Avoiding “Invoice Shock”
Deal Terms Analysis
2023 M&A Deal Terms and Trends for Private Equity Buyers
Deal Terms Analysis
Technology M&A Deal Terms and Trends
Deal Terms Analysis
Indemnification
Effect of Representations and Warranties Insurance on Deal Terms
Deal Terms Analysis
Private M&A Deal Terms: An SRS Acquiom Quick Guide for M&A Advisors
Life Sciences
Life Sciences M&A: The Midyear Pulse
Deal Terms Analysis
Tools and Tactics for Getting Deals Across the Finish Line
Loan Agency
Weathering Volatility in the Leveraged Loan Market
Loan Agency
2023 Lending Considerations from Loan Experts - Survey Results
Shareholder Representation
The Importance of M&A Tax Advisory for Your Next Deal
Due Diligence
Shareholder Representation
M&A Deals Done Efficiently Webinar Summary: Preventable Pain Points in Private Mergers and Acquisitions
Payments
Not All M&A Payees Are the Same: Tips for Payments in M&A Deals
Deal Terms Analysis
2023 M&A Deal Terms Study
Deal Terms Analysis
M&A Trends: PPAs and Claims Activity
Shareholder Representation
Avoiding M&A Risks - Maintaining Post-Closing Control
Shareholder Representation
Payments
The Problems with Pro Ratas in Mergers and Acquisitions
Loan Agency
A Distressed Loan Market Shouldn’t Cause Stress
Payments
Optimizing M&A Payments and Escrows for a Streamlined Client Experience
Indemnification
Influence of Representations and Warranties Insurance on Private Negotiations, Deal Terms, and Claims Activity
Payments
Cross-Border M&A Deals: Tips to Keep FX Simple
Tools for Practitioners
SRS Acquiom Barometer 2023 M&A Outlook
Life Sciences
Life Sciences M&A in 2023: Protecting Your Next Deal
Deal Terms Analysis
Post-Closing M&A Claims and Purchase Price Adjustments: Where Do They Stand Heading Into 2023?
Shareholder Representation
Gaining M&A Efficiencies with Technology
Due Diligence
Tools for Practitioners
M&A Due Diligence Checklist
Loan Agency
Context for SOFR as Rates Shift
Due Diligence
Shareholder Representation
Deals Done Efficiently: Four Things M&A Advisors Need to Know
Indemnification
Stock Escrows: Structure Matters When Using Buyer Equity in M&A Transactions
Loan Agency
Term SOFR Adds Appeal to LIBOR Alternative
Deal Terms Analysis
Due Diligence
How M&A Advisors Use Deal Data to Improve the Due Diligence Process
Payments
M&A Paying Agent Agreements: Who Pays the Fees?
Loan Agency
Rising Interest Rates and Restructuring Effects — SRS Acquiom Barometer
Shareholder Representation
Tools for Practitioners
Pre-Closing M&A Checklist For Advisors
Shareholder Representation
Indemnification
Mitigate Costly Post-Closing Claims
Deal Terms Analysis
Indemnification
2022 M&A Claims Insights Report
Loan Agency
Smarter Navigation: Loan Restructuring Study 2022
Shareholder Representation
M&A Merger Agreements: Efficient Drafting
Indemnification
M&A Escrows: Streamlining the Post-Closing Process
Indemnification
A Primer on Representations and Warranties Insurance
Shareholder Representation
Purchase Price Adjustments: Insider Tips for Better M&A Merger Agreements
Shareholder Representation
Can M&A Advisory Clients Benefit from a Professional Shareholder Rep?
Payments
Shareholder Representation
M&A Advisory Clients: How to Distribute Post-Closing Funds More Efficiently
Indemnification
Effect of Reps and Warranties Insurance (RWI) on Deal Terms
Payments
Ten Tips for Avoiding Delays in M&A Payments
Shareholder Representation
Indemnification
Scheduled Litigation Risks in Mergers and Acquisitions: Tips to Manage Third-Party Lawsuits
Shareholder Representation
Challenges and Tips to Protect the M&A Deal Process & Parties
Loan Agency
What to Do When Your Administrative Agent Resigns
Loan Agency
Rising Interest Rates and the War in Ukraine: What is the Impact on Commercial Loans?
Loan Agency
Administrative Agent Resignation Checklist
Payments
Faster and More Efficient M&A Payments — 4 Simple Steps
Shareholder Representation
Negotiating the M&A Purchase Price Adjustment Provision
Tools for Practitioners
Shareholder Representation
Interest Rates, Ukraine, and M&A Impacts — SRS Acquiom Barometer
Payments
Professional Paying Agent - Four Easy Ways to Safeguard Faster and Efficient M&A Payments at Closing
Shareholder Representation
Key Insights for Engaging a Shareholder Representative
Life Sciences
Top M&A Milestones: The COVID Impact
Loan Agency
2022 Bankruptcy Filings Outlook
Life Sciences
Life Sciences M&A in a Pandemic World
Shareholder Representation
Optimizing Outcomes for M&A Post-Closing Purchase Price Adjustments and Net Working Capital
Tools for Practitioners
Shareholder Representation
SRS Acquiom Barometer Impact of Current U.S. Tax Proposals on M&A
Payments
Data Security and Payments Compliance for Private Equity: Five Tips to Keep Your Deals in the Clear
Loan Agency
Life After LIBOR: Recommendations for an Orderly Transition
Deal Terms Analysis
Life Sciences
2021 Life Sciences M&A Study
Loan Agency
The Current State of Leveraged Loans in the Middle Market
Shareholder Representation
An Examination of Evolving Employment Challenges and Solutions in M&A
Shareholder Representation
Working Capital Purchase Price Adjustment Mechanics — Avoid Costly Disputes
Loan Agency
Should Alternative Lenders Be Loan Agents?
Shareholder Representation
Payments
M&A Expense Fund Key Concepts
Loan Agency
LIBOR Cessation Update: What It Means for Your Business
Shareholder Representation
SPACs on the Rise: Are They Right for Your Next M&A Deal?
Shareholder Representation
Best Practices: Shareholder Representative Services
Life Sciences
Shareholder Representation
How to Structure Earnouts in M&A
Shareholder Representation
M&A Closing: How to Make the Distribution of Post-Closing Funds More Efficient
Loan Agency
Top 5 Sub-Agent Duties in a Loan Transaction
Shareholder Representation
Key Concepts When Calculating Purchase Price Adjustments
Deal Terms Analysis
2020 M&A Claims Insights Report
Payments
5 Foreign Exchange Tips for Your Next Cross-Border M&A Deal
Payments
How Your M&A Deal Treats the Payout of Employee Stock Options Can Have Significant Payroll Tax Implications
Deal Terms Analysis
Shareholder Representation
What to Make of the Great Hill Case – The M&A Bar is Not Yet in Agreement on How Best to Address Merger Agreement Privilege Issues
Shareholder Representation
Payments
$5 Billion Found: Solving for the Administrative Inefficiencies in M&A
Shareholder Representation
Tools for Practitioners
Venture Capital (VC) M&A Checklist: Post-Close Drafting Considerations
Deal Terms Analysis
2020 Review: COVID-19 Impact on M&A Transactions
Deal Terms Analysis
M&A Deal Terms & Trends Pre- & Post-COVID-19
Life Sciences
Shareholder Representation
A Review of Earnouts in M&A Transactions
Deal Terms Analysis
Shareholder Representation
M&A: Who Owns the Attorney-Client Privilege After Closing?
Payments
Managing Foreign Exchange (FX) Complexities in International M&A Transactions
Shareholder Representation
Common Myths About Hiring a Professional Shareholder Representative
Shareholder Representation
Keeping Investment Funds Out of Litigation Purgatory With a Professional Shareholder Representative
Shareholder Representation
Guidance on Shareholder Rep Expense Fund - Why a Properly Sized Expense Fund Can Be Good for M&A Buyers and Sellers
Shareholder Representation
How Private Equity Manages the Post-Closing M&A Process
Shareholder Representation
Effective M&A Dispute Resolution: Considerations in Arbitration, Litigation
Deal Terms Analysis
2020 Buy-Side Reps and Warranties Insurance Deal Terms Update
Shareholder Representation
COVID-19 M&A Post-Closing Scenarios
Loan Agency
Distressed-Debt Market Trends
Indemnification
Payments
M&A Payments & Escrow: Five Ways to Reduce Pain Points
Payments
The High Cost for M&A Deal Parties with Foreign Exchange
Life Sciences
How COVID-19 is Impacting Life Sciences M&A Post-Close
Shareholder Representation
Strategies for Addressing Pre-Closing Sales & Use Tax Liabilities
Shareholder Representation
Managing M&A Earnouts in a Pandemic
Deal Terms Analysis
A First Look at the Impacts of Coronavirus on M&A Transactions
Indemnification
Will COVID-19 Affect Your Ability to Secure RWI Indemnification?
Tools for Practitioners
Shareholder Representation
Anatomy of the Target Company Privilege Provision in M&A Agreements
Shareholder Representation
5 Reasons a Selling Shareholder Should Not Volunteer to Be the Shareholder Rep
Indemnification
Payments
M&A Deals: How LOTs Have Changed (or Not) Five Years After Cigna v. Audax
Tools for Practitioners
Shareholder Representation
Buyer Power Ratio
Deal Terms Analysis
Life Sciences
Life Sciences: Milestone Trends by Product Stage
Deal Terms Analysis
Life Sciences
Life Sciences: Timeline of Milestone Payments
Deal Terms Analysis
Shareholder Representation
Addressing Target Company Privilege in Merger Agreements Five Years after Great Hill v. SIG
Loan Agency
The End of LIBOR - How to Prepare
Shareholder Representation
Tools for Practitioners
Working Capital Adjustment M&A Checklist and Guidelines
Indemnification
Reps & Warranties Insurance (RWI): Is It Changing the (M&A) World?
Deal Terms Analysis
Shareholder Representation
Beware of Exclusions When Defining Net Working Capital in M&A Transactions
Payments
Taxation of Interest Earned on the M&A Escrow Account: Actual vs. Imputed
Tools for Practitioners
Shareholder Representation
M&A Seller Checklist: Post-Close Drafting Considerations
Indemnification
What's Best for Your Deal? Escrow vs Reps & Warranties Insurance
Loan Agency
A New Standard: How Financial Institutions are Racing to Prepare for the LIBOR Transition
Shareholder Representation
Five Common Reasons for Disputes in Working Capital
Loan Agency
LIBOR to SOFR in the Syndicated Loan Market
Deal Terms Analysis
Life Sciences
2019 Life Sciences Study Quick Reference Guide
Loan Agency
Loan Agency Services - The Value of the Administrative Agent (Timeliness, Trades, and Taxes)
Indemnification
M&A Escrow Agreement: Key Considerations When Negotiating
Deal Terms Analysis
Life Sciences
2019 Life Sciences M&A Study
Indemnification
Reps & Warranties Insurance (RWI) Fast Facts
Shareholder Representation
Indemnification
The Impact of Buy-Side RWI on Buyer Indemnification Efforts
Indemnification
The Rise of Representations and Warranties Insurance
Shareholder Representation
Watch Out for Legal Issues in Purchase Price Adjustments
Tools for Practitioners
Indemnification
Shareholder Representation
Tales from the M&A Trenches, 5th edition
Payments
Paying Agent Agreement - Five Important Considerations When Negotiating
Shareholder Representation
Indemnification
Purchase Price Adjustments in Light of Chicago Bridge and Rep and Warranty Insurance
Shareholder Representation
M&A Privilege: What to Make of the Great Hill Case— Who Owns the Attorney-Client Privilege After Closing and How Can it Really be Addressed?
Shareholder Representation
Does Your M&A Client Need a Professional Shareholder Rep?
Shareholder Representation
Purchase Price Adjustments: Setting the Net Working Capital Target
Indemnification
Indemnification Solutions Come of Age
Shareholder Representation
Professional Shareholder Representation–A Must for Sellers
Indemnification
Concern Over New Rules Requiring Disclosure of Personal Information
Payments
M&A Payments Trends
Payments
How to Handle Compensatory Payments Post-Closing
Deal Terms Analysis
Shareholder Representation
Understanding Changes in Shareholder Consent Requirements
Indemnification
Shareholder Representation
Payments
Unexpected Drains on Private Equity Productivity
Shareholder Representation
Mind the Gap: The Space Between a Post-Closing PPA and R&W Insurance
Indemnification
Escrows vs. Representations and Warranties Insurance (RWI M&A)
Shareholder Representation
Indemnification Claim or Working Capital Adjustment? OSI Systems v. Instrumentarium
Tools for Practitioners
Shareholder Representation
Pre-Closing Checklist for M&A Seller Management
Shareholder Representation
Understanding the Role of the Purchaser Representative in Stock-for-Stock Transactions
Shareholder Representation
Selling Residual Interest to Write Off Investment Losses
Shareholder Representation
Sales Taxes: Whose Tax is it, Anyway?
Shareholder Representation
Payments
Shareholder Releases and Letters of Transmittal
Indemnification
Distribution of Escrow Release Payments
Payments
M&A: Tax Reporting and Payments to Employees
Indemnification
Perfected Security Interest in Escrow Funds
Payments
Cross-Border Transactions; Watch Out for FBAR
Indemnification
Indemnification Escrow: Who Should Indemnify the Escrow Bank?
Payments
M&A Paying Agent - How Best to Effect Payments
Indemnification
Insurance-backed M&A Escrow Solutions vs. Traditional Bank Products
Indemnification
Shareholder Representation
Avoiding Improper Lock-up of Escrow Money
Shareholder Representation
Working Capital Definition
Deal Terms Analysis
Shareholder Representation
Clarifying When Attorneys’ Fees Constitute Damages
Shareholder Representation
Preparing and Filing Tax Returns
Deal Terms Analysis
Shareholder Representation
M&A Conflict Waivers
Payments
Legal Opinion Paves Way for Paperless Closings & Online Payments
Shareholder Representation
Payments
Disbursement of Funds—Who Touches the Money?
Shareholder Representation
Enforceability of Representation and Warranty Survival Periods—Western Filter v. Argan
Shareholder Representation
Assuming Defense of Third-Party Claims: the Moral Indemnity Hazard Problem
Deal Terms Analysis
Shareholder Representation
Do Carveouts to Caps Work the Way You Intend?
Shareholder Representation
Damages Based on Financial Misstatements
Deal Terms Analysis
Shareholder Representation
Definition of Purchase Price