Equal Housing Lender. Bank NMLS #381076. Member FDIC.
CORPORATE & INSTITUTIONAL
Mergers and Acquisitions
Enhance your M&A transaction by working with an experienced partner with a strong and secure operational platform that manages deals with accuracy, efficiency, and the experience to offer a range of solutions. Whether your transaction is straightforward or more hands on, we take pride in reducing your administrative burden and making the process as smooth as possible.
By engaging a single partner to serve as Escrow Agent, Paying Agent, Shareholder Representative, and Solicitation Agent, deal parties can streamline the closing and post-closing process through easier agreement negotiation, fewer KYC parties, and a single point of contact for all shareholders and deal parties.
Your transaction deserves a dedicated and experienced administrative team.
Our M&A professionals understand what it takes to make a transaction successful. By choosing Wilmington Trust, you benefit by working with an experienced team who will help alleviate administrative burdens through problem-solving with a focus on accuracy and efficiency. By engaging a single partner to serve as Escrow Agent, Paying Agent, Shareholder Representative, and Solicitation Agent, deal parties can streamline the closing and post-closing process through easier agreement negotiation, fewer KYC parties, and a single point of contact for all shareholders and deal parties.
Document Collection
As Solicitation Agent, we can electronically collect signatures on deal related documents that require the shareholders’ signature, such as consents, joinders or 280G consents. Documents can be customized with information specific to each shareholder and deal parties will receive regular reports reflecting signature status.
Escrow Accounts
The Escrow Agent acts as a secure, neutral third-party to help ensure funds are available for all indemnification obligations of the shareholders. Through one agreement deal parties can open as many escrows as are required under the transaction agreement. The parties receive a dedicated account manager who will guide them through a smooth process that meets the timeline of the deal.
Payment Processing
Payment information and letters of transmittal can be collected through a secure online portal. Payments are typically processed on the closing date for all presented shareholders, as well as any deal related transaction expenses.
Shareholder Representative
Major shareholders can maintain control over post-closing decisions while offloading administrative burdens, receiving experienced guidance and helping to reduce their direct liability. The Shareholder Representative reviews and negotiates claims, coordinates all post-closing distributions, provides around the clock shareholder attentiveness, and sends monthly updates to all shareholders.
We understand that efficient execution, accuracy and expediency are more than just table stakes.
- Document Review: Our experienced client service professionals focus solely on M&A deals allowing for an efficient review process
- KYC Process: Every M&A deal has one primary contact strategically imbedded within our team to streamline the Know Your Client process
- Account Set-Up: Our responsiveness and tailored service helps to provide industry-setting processing times and accuracy
Services are available through our domestic and international affiliates. Not all services are available through every domestic and international affiliate or in all jurisdictions.
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