Lovell Minnick Partners’ Investment in SRS Acquiom

Kirkland & Ellis LLP served as LMP’s legal counsel. Cowen and Company acted as exclusive financial advisor to SRS Acquiom, while Latham & Watkins LLP served as SRS Acquiom’s legal counsel.

Lovell Minnick Partners, a private equity firm specializing in financial and related business services companies, has completed a majority investment in SRS Acquiom, a market-leading provider of technology-enabled services related to M&A settlement support and risk mitigation.

Founded in 2007 by Paul Koenig, Mark Vogel and Jason Mendelson and headquartered in Denver, SRS Acquiom provides an integrated platform of professional services, technology solutions and data that enables corporate acquirers, private equity firms and venture capital firms to navigate the complex M&A deal execution process more efficiently. The Company has managed over 2,200 deals, representing 205,000 shareholders, valued at over $340 billion.

SRS Acquiom offers an expansive range of services, including post-closing shareholder representation, payment agency, escrow administration, representation and warranty insurance brokerage, and pre-closing shareholder solicitation. The company also boasts an extensive database of private M&A data that provides insights to help dealmakers determine appropriate transaction terms. The Company has served some of the largest and most well-known venture capital firms, private equity firms and corporate acquirers across the world.

SRS Acquiom’s management team will continue in their current roles and employees will continue to hold a significant investment in the Company alongside LMP. Prior investors, including Revolution Ventures and Top Tier Capital, will also participate in this transaction and will continue to support the company’s growth.

Since its inception, SRS Acquiom has developed value-added, innovative products for M&A transactions, including the following: SRS Acquiom MarketStandard, a technology platform allowing deal makers to apply filters on over 150 deal attributes using the largest private target M&A deal database to help negotiate deal terms; SRS Acquiom Clearinghouse, the first and leading online M&A payments platform allowing shareholders to submit required electronic paperwork within minutes and to be paid on the same day; SRS Acquiom ComPort, a portal that provides shareholders with a summary of metrics such as transaction distributions, claims, expenses and disbursements; and, SRS Acquiom Deal Dashboard, which provides acquirers with online access for managing escrow balances, assessing shareholder payment status and reviewing summarized transaction terms for all prior transactions completed by the acquirer.

Kirkland & Ellis LLP represented Lovell Minnick Partners with a team including corporate partners Hamed Meshki (Picture) and Luke Guerra and associates Caleb Vesey, Michael Chung and Ike Ikeme; tax partners Mike Beinus and Ryan Roberts; debt finance partners David Nemecek and Aditi Iyer; investment management partner Scott Moehrke and associate Phil Giglio; technology and intellectual property transactions partner Matthew Lovell; executive compensation partner Andy Barton; environmental transactions partner Stefanie Gitler; employee benefits partner Matthew Antinossi; labor and employment partners Edward Holzwanger and Michael Schulman; real estate partner Rob Miceli; and antitrust partner Carla Hine.

Involved fees earner: Matthew Antinossi – Kirkland & Ellis; Andy Barton – Kirkland & Ellis; Michael Beinus – Kirkland & Ellis; Michael Chung – Kirkland & Ellis; Phil Giglio – Kirkland & Ellis; Stefanie Gitler – Kirkland & Ellis; Luke Guerra – Kirkland & Ellis; Edward Holzwanger – Kirkland & Ellis; Ike Ikeme – Kirkland & Ellis; Aditi Iyer – Kirkland & Ellis; Matthew Lovell – Kirkland & Ellis; Hamed Meshki – Kirkland & Ellis; Roberto Miceli – Kirkland & Ellis; Scott Moehrke – Kirkland & Ellis; David Nemecek – Kirkland & Ellis; Ryan Roberts – Kirkland & Ellis; Michael Schulman – Kirkland & Ellis; Caleb Vesey – Kirkland & Ellis; Carla Hine – McDermott Will & Emery;

Law Firms: Kirkland & Ellis; McDermott Will & Emery;

Clients: Lovell Minnick Partners;


Author: Ambrogio Visconti