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Mergers & Acquisitions

Shareholder Representative

Imagine having a reliable team to resolve indemnification claims and purchase price adjustments, answer the day-to-day questions from the securityholders as a single point of contact, and handle all administrative aspects of the post-closing period. As Shareholder Representative, the securityholders can retain the decision-making power on key matters while our team handles the rest.

our team

Experience When It Matters Most

Our experience comes from years of managing a variety of transactions.

Our specialized knowledge comes from reviewing countless closing statements, navigating claim disputes, managing liquidation waterfalls and coordinating escrow distributions. 
We help navigate the unique obligations of each post-closing period starting on the closing date through the final escrow distribution or contingent payment.
We pride ourselves on anticipating not only the specific needs of each deal, but those of each individual securityholder in order to build strong relationships and enhance your experience.

Why Wilmington Trust

A Shareholder Representative relieves the stress of administrative tasks by:

Managing the Details of the Deal: Our experienced team tracks key dates and deliverables based on a full review of the deal terms, including milestones and earnouts.

Avoiding Potential Conflicts: Utilizes an unbiased perspective to represent the securityholder base as a whole providing fair dealing during the post-closing process.

Executing Day-to-Day Tasks: Responds to all securityholder inquiries starting on the closing date, provides status updates to securityholder throughout the post-closing period, reconciles individual securityholder allocations of any holdback or contingent consideration, and coordinates distributions of additional proceeds.

Monitoring and Resolving Indemnification Claims: Receives all indemnification claims on behalf of the securityholder, helps to negotiate disputes and draft formal responses while working with major securityholder to guide certain decisions.

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 >

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


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