insights

M&A Deals: Don’t Overlook the Later Stages

Jessica Barnett Glaser

Executive Director, Head of Product

Every M&A deal has a multitude of moving parts across several stages. In this info sheet, SRS Acquiom provides six key considerations to help your deals close as strongly as they begin. Prepare for your next deal and help set your clients up for success, start to finish, with tips about:

  • Getting the most from your Virtual Data Room (VDR)
  • Removing speed bumps in M&A payments
  • Digital stockholder solicitation for faster, accurate responses
  • Escrow administration that offers both stability and service
  • Prepping for challenges post-close

Help ensure your next transaction runs more efficiently with these tips.

Download the info sheet above.

Jessica is the head of product at SRS Acquiom. She leads a team responsible for managing the strategic and tactical direction of our portfolio of software products. 

Before joining SRS Acquiom, Jessica was a member of the Product team at Envestnet and managed the Investor experience. She led integrating technology from the company’s largest acquisition, Yodlee, into Envestnet’s Advisor and Investor Portals.  

Jessica received her B.S. in Finance from DePaul University, Driehaus College of Business. 

 

Download This Document

Once submitted, you will receive an email confirmation. If you have any questions, please email our team at learnmore@srsacquiom.com.

Gain the SRS Acquiom edge on your next deal.

Get Started