Learn how to ensure your M&A deal is better protected against post-closing claims with a sell-side, post-closing expense fund. This summary sheet outlines how expense funds provide key advantages for sellers, as well as buyers, and provides sample language and drafting considerations from our M&A experts who have resolved over $3.9 billion worth of disputed post-closing claims.
Data backed, it draws insights from the 2026 Deal Terms Study analysis of over 2,300 private-target deals as well as the 2026 M&A Earnouts and Claims Study, which has results from over 870 private-target M&A deals closed since 2022 with fully resolved expense funds.
Learn more about:
- Expense Fund Common-Use Cases
- Expense Fund Sizes
- Expense Fund Utilization
- Expense Fund Drafting Considerations
Download the expense funds info sheet now
Corey is a senior director for SRS Acquiom Escrow and Payments Solutions. He works directly with clients and manages escrow and payments transactions, with expertise in legal and risk matters.
Previously, Corey was a director with the Transactional Group for SRS Acquiom where he collaborated with clients and counsel to negotiate M&A agreements from the shareholder representative perspective. Before joining SRS Acquiom, Corey was an attorney with broad experience in corporate law, contract negotiation, general business matters, and civil litigation.
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. Corey is a member of the Colorado Bar.