M&A Expense Fund Key Concepts

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Expense funds are set aside at closing to fund legal, accounting, and other expenses that the shareholder representative may incur after closing. The following topics are included in this overview:

  • M&A Expense Fund Benefits
  • M&A Expense Fund Sizes & Considerations for Establishing a Larger Expense Fund
  • M&A Expense Fund Mechanics
  • M&A Expense Fund Best Practices

To achieve the greatest value on post-closing matters, shareholders are best served by having a well-stocked expense fund at closing to deter claims and cover unexpected charges. Download to view the full infographic.

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