Not All M&A Payees Are the Same: Tips for Payments in M&A Deals

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M&A deals vary in size and complexity, as do the categories of payment types and payees. Even before payment amounts are calculated, M&A deal parties can better prepare for closing by being informed ahead of time with knowledge of payment types, payee details and preferences.

In this tip sheet, SRS Acquiom offers best practices to address different payee types to ensure an efficient process including:

  • Information and tax forms required to efficiently process payments
  • Treatment of payments other than gross payments
  • Handling of non-U.S. payees
  • Compensatory payments
  • Transaction expenses

Download the payments in M&A tip sheet above.

Alexander Schreck

Executive director, M&A Relationship Management tel:720-697-8152

Alex is the executive director of M&A relationship management at SRS Acquiom. With a legal background and broad experience in M&A, he builds client relationships and manages transactions for SRS Acquiom's Escrow and Payments services.

Before joining SRS Acquiom, Alex practiced M&A at Kirkland & Ellis LLP and Perkins Coie LLP. He represented private equity funds and their portfolio companies in domestic and cross-border stock and asset acquisitions, debt and equity financings, and general corporate matters. Prior to beginning his legal career, he was an instructor of Spanish linguistics at the University of Northern Iowa.

Alex received his JD from Harvard Law School, a master’s degree from the University of Oxford, and a BA from the University of Northern Iowa. Alex is a member of the Colorado Bar.

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