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.

Say goodbye to unwelcome surprises on your VDR bill and hello to peace of mind with the SRS Acquiom Virtual Data Room. Gain the functionality of a premium data room with the predictability of a single flat rate, no matter how much — or what — you upload. 

• One flat, predictable rate billed annually
• No limit on data storage or number of users
• Sophisticated permissions and group assignments for easy, efficient VDR setup
• Fully functional previews of documents in the VDR, including videos
• Editing of Microsoft Word and Excel files directly from the VDR — no downloads necessary
• Intuitive user experience with 24/7 customer support
• Trusted security protocols and certifications including AICPA SOC2, SSAE 16 certification and PCI DSS Level 1