Insights

Escrow and Payments

Trends and best practices related to M&A indemnification, escrows and payments.

Article
The Problems with Pro Ratas in Mergers and Acquisitions
Many M&A shareholders think that when they sell a company, each securityholder simply gets their percentage of the proceeds. In reality, however, the pro rata formulas are often much more complicated and mistakes are made. SRS Acquiom has worked on numerous transactions in which the spreadsheet delivered at closing contains inaccuracies, does not match the formula…
Read More
Article
The Problems with Pro Ratas in Mergers and Acquisitions
+
Media
Optimizing M&A Payments and Escrows for a Streamlined Client Experience
Our M&A payment and escrow solutions give clients greater visibility and control in the deal process for a more streamlined experience. Learn more about how our technologies and teams work together to make it happen. Saving Clients Time With a Streamlined KYC Process Simplifying Deals in an Increasingly International Market Streamlining FX for International Shareholders…
Read More
Media
Optimizing M&A Payments and Escrows for a Streamlined Client Experience
+
Info Sheet
Cross-Border M&A Deals in 2023: Tips to Keep FX Simple
While cross-border M&A deals can often be complicated, managing foreign exchange (FX) in M&A transactions doesn’t have to be. Many M&A deal parties consider cross-border acquisitions as a strong opportunity for growth. The team at SRS Acquiom offers statistics and perspective on managing FX in multi-country M&A deals, and ways that you can streamline payments…
Read More
Info Sheet
Cross-Border M&A Deals in 2023: Tips to Keep FX Simple
+
Article
Stock Escrows: Structure Matters When Using Buyer Equity in M&A Transactions
M&A transactions involving escrowed stock (or stock holdbacks) continue to be used in private M&A, although on a minority of deals. With a low watermark in 2018 where 13% of deals used buyer equity as part of the deal consideration, use of buyer equity is back up to 31% of deals in 2021 according to…
Read More
Article
Stock Escrows: Structure Matters When Using Buyer Equity in M&A Transactions
+
Article
M&A Paying Agent Agreements: Who Pays the Fees?
Transaction expenses incurred during the course of an M&A transaction are often deducted and paid at closing via the flow of funds. These transaction expenses often include the fees for paying agent and escrow agent services payable to the paying agent and escrow agent at the time of closing. Since it is always good advice…
Read More
Article
M&A Paying Agent Agreements: Who Pays the Fees?
+
Article
M&A Escrows: Streamlining the Post-Closing Process
Lesser-known aspects of M&A escrows can sometimes derail an otherwise smooth post-closing process. Use these ideas on your next M&A transaction to minimize friction and complicated delays. The purpose of an escrow in an M&A transaction is to provide a source of recovery for the buyer in case the sellers are required to indemnify the…
Read More
Article
M&A Escrows: Streamlining the Post-Closing Process
+
Article
M&A Advisory Clients: How to Distribute Post-Closing Funds More Efficiently
Sometimes, an unexpectedly difficult aspect of an M&A transaction is getting people paid. M&A advisors and their clients rely on the rapid disbursement of funds at closing, and shareholders do not fully exhale until the money is in their account. After deals close, it is common for shareholders to receive additional funds from escrow or…
Read More
Article
M&A Advisory Clients: How to Distribute Post-Closing Funds More Efficiently
+
Info Sheet
Ten Tips for Avoiding Delays in M&A Payments
Once an M&A deal has closed, merger parties are looking for a few crucial things from their paying agent: They want the process to be as simple as possible to complete, the payees want their money in their account as fast as possible, and the buyer wants timely reports on completed payments. Post-closing payment challenges…
Read More
Info Sheet
Ten Tips for Avoiding Delays in M&A Payments
+
Info Sheet
Faster and More Efficient M&A Payments — 4 Simple Steps
In this one-page infographic, we provide four simple steps deal parties can take to ensure a faster, smoother closing and M&A payments process. These steps will help optimize the partnership between deal parties and the professional paying agent. We also provide payment facts on stockholder behavior, payment methods, and more. Questions about M&A payments which…
Read More
Info Sheet
Faster and More Efficient M&A Payments — 4 Simple Steps
+
Article
Professional Paying Agent – Four Easy Ways to Safeguard Faster and Efficient M&A Payments at Closing
Experienced deal parties know that working with a professional paying agent for their mergers and acquisitions (M&A) ensures a faster, smoother closing and payments process. Learn recommendations to gain the most benefit from a paying agent’s expertise and technology. M&A Topics discussed include: The Capitalization Table Stock Certificates Stockholder Solicitations Paying Agent Agreement Download the…
Read More
Article
Professional Paying Agent – Four Easy Ways to Safeguard Faster and Efficient M&A Payments at Closing
+
Article
M&A Escrows and Payments — What to Know
In today’s uncertain climate and evolving market dynamics, M&A transactions are taking shape at a faster pace than ever before. Sellers want to capture as much value as possible while buyers want to ensure their investment is a good one and protect against unforeseeable closing and post-closing issues. Appropriately sized M&A escrow funds are a…
Read More
Article
M&A Escrows and Payments — What to Know
+
White Paper
Data Security and Payments Compliance for Private Equity: Five Tips to Keep Your Deals in the Clear
Private equity deal volumes have significantly rebounded from the 2020 COVID-19 downturn and show no signs of stopping. Higher deal volumes associated with this pent-up demand also bring higher risks of deal exposure: everything from manual processes difficult to scale to complex regulations can divert deal parties from the timeline and have costly consequences. While…
Read More
White Paper
Data Security and Payments Compliance for Private Equity: Five Tips to Keep Your Deals in the Clear
+

We're sorry, there are no resources.

MarketStandard®, the industry’s most comprehensive database of private-target M&A deal points.

Gain Access

Client Quotes and Stories

See why clients rely on us to elevate their gain.
“

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
“

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
“

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
“

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.