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

Alexander Schreck
Senior Director, M&A Relationship Management

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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 below.

Download This Document

Once submitted, you will receive an email confirmation. If you have any questions, please email our team at [email protected] We appreciate your interest and we look forward to working with you.

Alexander Schreck, Director | SRS Acquiom

About the author Alexander Schreck Senior Director, M&A Relationship Management 720.697.8152

Alex is a senior 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.