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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
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Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
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Mergers & Acquisitions

Solicitation Agent and Document Collection

We use our online FastTrack portal to securely and efficiently solicit signatures to all transaction related documents requiring securityholder signature, including joinders, consents and 280Gs. We provide customized reports reflecting signature status and conduct all securityholder follow-ups to track down signatures prior to closing.

Work with a Team that Does the Work for You

Simplify the process

Use our online FastTrack portal to collect all securityholder related documents, from consents to letters of transmittal, from the securityholders through one provider and point of contact.

Reduce risk of error

Our proprietary system can pre-populate and code the documents to reduce user error and expedite the review and processing time on the back-end.

Receive status updates

Stay in the loop on the solicitation process with customized status reports reflecting signature status and any responses or votes required from the securityholders.

As Solicitation Agent We Can Collect the Following Pre-Closing Documents

Information Statements
Securityholder Consents
280G Elections
Rollover Elections
Accredited Investor Questionnaires
Tender Documents and Election Form

thought leadership

Why Hire a Professional Shareholder Representative?

The concept of a professional shareholder representative has been used on thousands of mergers and acquisitions transactions over the past 10 years, however there are still some target companies that choose to elect a management member or institutional investor to fill that role.

Mergers & Acquisitions Insights

Managing the process both in front of and behind the scenes requires a trusted approach and partner.

Read M&A Insights >

Escrow Insights

Our experience comes from being there to understand our clients’ unique needs at the beginning of the process and beyond.

Read Escrow Insights >

Corporate Trust & Agency

A wide range of business ventures and timely content on fluid and evolving retirement landscape for plan sponsors and advisors.

Corporate Trust Insights >


contact a specialist

Your transaction deserves a dedicated and experienced administrative team.

Our M&A professionals understand what it takes to make a transaction successful. We get to know each client’s individual needs, help them troubleshoot any potential issues, and bring our niche experience to the table to provide a smooth closing and post-closing period.

Fiona Boger

Managing Director, Mergers & Acquisitions

Shareholder Representative engagements are offered through a Wilmington Trust, N.A. subsidiary, WT Representative, LLC.

How can we help?

Please provide business email address only. Non-business or personal email domains will be filtered out as spam.

WTU Form Handler