Faster and More Efficient M&A Payments — 4 Simple Steps

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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:

  1. When should capitalization table issues be handled?
  2. What are the most common issues with cap tables?
  3. Are paper stock certificates required at closing?
  4. How often are paper stockholder certificates collected?
  5. What are the most common issues that delay closings?
  6. How are shareholders most often paid?
  7. When do shareholders complete their LOT and related paperwork prior to closing?

Kip Wallen

Senior Director, Thought Leadership tel:720-452-5364

Kip Wallen is a senior director leading the SRS Acquiom thought leadership practice. He leverages his extensive expertise and SRS Acquiom proprietary data to produce resourceful content regularly utilized by market practitioners. Kip has broad experience in M&A and provides guidance on market standards and trends.

Previously, Kip was a Director with 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, Kip was an attorney with a Denver-based boutique business law firm where he assisted clients with M&A transactions as well as general corporate governance and securities matters.

Kip is an avid supporter of the Colorado Symphony, serving on the Associate Board and Colorado Symphony Fund Board, and the Colorado Rockies. He is an active participant on the American Bar Association’s M&A Committee. In 2016, Kip completed Leadership 20 with the Denver chapter of the Association for Corporate Growth.

Kip received his J.D. from the Sturm College of Law at the University of Denver and an M.S. in Economics, B.S. in Economics and B.A. in International Relations from Lehigh University. He is a member of the Colorado bar.

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