Equal Housing Lender. Bank NMLS #381076. Member FDIC.
Corporate & Institutional
Mergers and Acquisitions
As your deal progresses, you'll need the guidance and support of an experienced administrator with a range of solutions and a proven track record of accuracy, speed, and flexibility. Our team is here to make the process as seamless as possible for each of our clients.
An experienced team focused on accuracy and efficiency
We're a team you can trust to help streamline the closing and post-closing process through easier agreement negotiation, years of industry knowledge and experience, and a single point of contact for all securityholders and deal parties.
Shareholder Representative
A professional third party who represents the securityholders' interest in the post-closing period all at the direction of a major securityholders' Advisory Committee.
Document Collection
Electronically collect signatures on all securityholders' related documents, such as joinders, accredited investor questionnaires, or written consents.
Payment Processing
Our secure online portal collects payment information and signatures directly from securityholders to reduce risk and improve turnaround time on closing and post-closing payments.
Escrow Accounts
An indemnification solution to ensure funds are available for all indemnification obligations of the securityholders and maintained by a secure neutral third party.
Engaged in private-target M&A transactions for over a decade
6,000 +
M&A engagements
SERVICED ANNUALLY*
$38B +
total value
ANNUAL M&A PAYMENTS*
33,000 +
M&A payments
MADE ANNUALLY*
* As of 12/31/23
Why Wilmington Trust
With thousands of engagements a year, we have seen it all and know what is required to provide a streamlined closing and post-closing process.
Full suite of services: From the collection of initial securityholders' consents through the defense of indemnification claims to the final release of the escrow fund, you can engage all standard agency services through a single provider.
Onboarding: With flexible agreement negotiation, response times that move at the speed of the deal, streamlined KYC processing, and efficient account opening processes, we strive to raise the bar for all industry administrative providers.
Experience: With the decades of experience our team has in the M&A industry, we challenge you to find a situation, deal structure, or issue that we have not encountered, problem solved, and serviced. We look forward to all types of transactions, from the small to the most complex. Our team and technology platforms are ready.
Services are available through our domestic and international affiliates. Not all services are available through every domestic and international affiliate or in all jurisdictions.
Related Articles and Insights
Why a Professional Shareholder Representative makes sense for M&A deals post-closing
Help ease the burden without forfeiting decision-making power in the final stage of your M&A deal. Engage a professional shareholder representative to help navigate the process. Learn more about the role of a professional shareholder in private M&A deals.
Read Article >Mind the (Coverage) Gap
Usage of RWI policies has jumped significantly over the years, but there are several gaps in coverage that you should keep in mind. Learn more about RWI policies in this article.
Read Article >Why Hire a Professional Shareholder Representative?
The concept of a professional shareholder representative has been used on thousands of M&A 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.
Read Article >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?
WTU Form Handler