Highly Respected Wall Street Veteran Views SRS Acquiom as Innovator in M&A


San Francisco — SRS Acquiom announced that Heidi Miller, one of the most accomplished senior executives in the financial services industry with a career spanning more than 30 years, has joined the company’s board. Heidi served as President of International at JP Morgan Chase & Co., where she led the bank’s global expansion and international business strategy across the Investment Bank, Asset Management, and Treasury & Securities Services divisions. Prior to that, she ran the Treasury & Securities Services group that included the bank’s escrow and payments services business. Heidi has consistently ranked among the most powerful women executives in banking and finance, including several years where she was ranked number one by industry publications such as American Banker. Her prior positions include being CFO at Bank One Corporation, Priceline.com Inc., Citigroup Inc. and Travelers Group.

“We’re thrilled that Heidi is joining our board. We see this as a strong endorsement for our company and our vision to create better ways to get private M&A deals done through innovative solutions offering enhanced benefits for our clients,” said Mark Vogel, co-CEO and co-founder of SRS Acquiom. He adds, “With Heidi, we add an experienced financial services executive to the SRS Acquiom team to help advance our strategies and drive aggressive growth. Her expertise in escrow and payments services and her vast knowledge of the banking system make Heidi the perfect fit.”

SRS Acquiom invented professional shareholder representation in 2007 and has since been engaged on over 900 transactions valued at $150 billion, representing the interests of 85,000 shareholders. Since introducing M&A payments administration in 2014, the company has processed over $9 billion in payments, driven by the success of Acquiom Clearinghouse™, the industry’s first and only online M&A payments platform. Completing its integrated suite of financial services are the first escrow investment solutions specifically designed for M&A. Acquiom Enhanced Escrows offer the unique combination of principal protection, liquidity, opportunity for higher yields and administrative ease and simplicity.

“The focus of SRS Acquiom is to challenge conventional ways of doing things in private M&A. By using innovative technologies and sophisticated financial engineering, SRS Acquiom is upending the status quo. I am happy to be a part of the team,” said Heidi.

“Heidi is a leader, and she knows our products and services, our competitors and our partners as well as anyone,” said Paul Koenig, co-CEO and co-founder of SRS Acquiom. “The trillion-dollar private M&A transaction market is burdened with inefficiencies. Heidi agrees that SRS Acquiom is just the nimble player to leverage smart technology to replace outdated processes and create new markets with huge upside potential for our company and indeed for everyone who participates in private M&A. She is a welcome addition to our board,” concludes Paul.

Heidi Miller joins David Golden from Revolution Ventures, Jason Mendelson from Foundry Group, Paul Koenig and Mark Vogel on the board of SRS Acquiom. Heidi is a trustee of the International Financial Reporting Standards Foundation and a director for Conservation International. In addition to her board seat at SRS Acquiom, Heidi is a member of the boards of directors at HSBC, First Data Corporation, and General Mills Inc. She holds a degree in History from Princeton University and a Ph.D. in Latin American History from Yale University.


Justine Metz
[email protected] | srsacquiom.com

View the press release on Business Wire.



SRS Acquiom provides innovative M&A products and services that deliver better economics with unprecedented ease and efficiency for buyers and sellers. Services include industry-leading escrow investment, payments administration and shareholder representation. Innovations in escrow solutions are utilized in a broad array of transactions, including mergers and acquisitions and insurance. Founded in 2007, SRS Acquiom continues to transform the industry with Acquiom Clearinghouse™, the first and only online payments platform; Acquiom® Compensation Solutions, a service for processing payments treated as taxable compensation; and ground-breaking escrow investment options based on a unique patented method and tailored for M&A. As the global leader, SRS Acquiom represents 85,000 shareholders in 95 countries and has been engaged on 900 transactions valued at $150 billion. Annual data studies and publications are widely used to shape industry best practices.

Securities offered through Acquiom Financial LLC, member FINRA/SIPC and an affiliate broker-dealer of SRS Acquiom LLC. Acquiom Financial LLC does not make recommendations, provide investment advice, or determine the suitability of any security for any particular person or entity.