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

Download This Document

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

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 Barnett Glaser

Executive Director, Head of Product tel:312-404-5473

Jessica is an executive director and head of product for SRS Acquiom. She leads a team responsible for managing the strategic and tactical direction of our portfolio of products through the entire product lifecycle. She ensures the products align to the corporate vision, provide the best possible client experience, and drive corporate growth.

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 has been a board member of JA Engage, the junior board for Junior Achievement Rocky Mountain, since 2017. She received her B.S. in Finance from DePaul University, Driehaus College of Business.

Gain the SRS Acquiom edge on your next deal.

Get Started