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 are addressed:
- When should capitalization table issues be handled?
- What are the most common issues with cap tables?
- Are paper stock certificates required at closing?
- How often are paper stockholder certificates collected?
- What are the most common issues that delay closings?
- How are shareholders most often paid?
- When do shareholders complete their LOT and related paperwork prior to closing?
Kip is a senior director leading the SRS Acquiom thought leadership practice, the mission of which is to share resourceful content built from SRS Acquiom expertise and proprietary data. In addition to facilitating scores of interactive presentations at M&A conferences and law firms, Kip authors a plethora of articles and data studies regularly utilized by the market.
Previously, Kip was a part of the SRS Acquiom Transactional Group, where he collaborated with clients and counsel to negotiate M&A documents including purchase, escrow, payments, and other transactional agreements. Before joining SRS Acquiom, he was an attorney with a Denver-based boutique business law firm working on middle-market M&A deals.
Kip holds J.D. and M.S. (Econometrics) degrees and is a member of the Colorado bar.