M&A Solutions Resource Center

All client interactions, such as agreement negotiation and KYC, are exclusively handled by our in-house team of escrow experts. We deliver a client-focused experience and M&A responsiveness while partnering with top-tier banks including HSBC to hold escrow funds. Clients utilizing SRS Acquiom escrow and/or payments solutions receive access to Deal Dashboard – an always up-to-date data room for all deal documents, escrow balances, payments status, key dates and terms.

Common escrow needs:

• Purchase price adjustment
• Indemnity
• RWI retention
• Special indemnity matters (e.g., litigation, IP, tax)
• Business escrows

Powered by the industry’s leading online platform, SRS Acquiom secures and streamlines the process of collecting payment instructions and sending payments to shareholders, globally. Deal parties can outsource the risk and hassle of collecting sensitive PII and rely on our experienced team of experts to ensure payments occur promptly upon closing.

Customizable Capabilities & Reporting

• Secure collection of payment instructions, tax forms and Letters of Transmittal
• Customization and distribution of consents, joinders, 280G, and more for shareholder review and signature
• Up-to-the-minute reporting via Deal Dashboard, including a data room of signed documents
• Experienced team guides the process
• Non-U.S. based shareholders are able to receive consideration in their preferred currency (130+ currencies available)
• Scalable solution for 1-1,000+ payees

SRS Acquiom’s team and technology capabilities handle the customization, distribution and collection of closing documents to shareholders. We take the hassle out of shareholder solicitation with live reporting and tabulating via Deal Dashboard, and a secure workflow for distributing and collecting documents such as consents, joinders and election forms, signatures, and elections.

Selling company management teams and boards leverage SRS Acquiom’s experienced shareholder rep team to outsource the time, risks, duties and obligations of the role, while maintaining control over all major decisions. SRS Acquiom has built a reputation for going beyond simply managing the tasks, to leveraging the depth and breadth of our team to solve problems when our clients need us.

Services Include:

• Working capital adjustment review and negotiation
• Indemnity claim defense
• Proactive earnout management
• Shareholder communications and reporting
• Oversight of all post-closing distributions

We provide a streamlined four-step engagement process, beginning with an initial conversation and proposal.

When the SRS Acquiom Virtual Data Room is paired with our suite of M&A solutions, you gain the efficiency of one administrative partner from due diligence to post-closing.

• Reliable extra-large file transfers with no interruptions or loss in data
• Intuitive and streamlined user permissions process
• True Previews™ of any document — including fully functional spreadsheets
• Secure and convenient customizable session durations for uninterrupted workflow
• End-to-end security and auditing of every touchpoint
• 24/7 customer support