A paying and exchange agent that specializes in private target mergers and acquisitions (M&A) can provide critical resources to support efficient transaction administration. A specialized agent can cost-effectively help the buyer fulfill its duty to pay selling shareholders while collecting relevant documents that protect the buyer’s interests. They can also help the selling shareholders by quickly facilitating payment and actively troubleshooting obstacles.
Each acquisition of a privately held company is different. The services needed to support a deal can range from a comprehensive suite to one-off requirements. Needs can change quickly as the precise details of the shareholder base are uncovered. If the demands of the transaction increase, an experienced, full-service agent can help prevent the timeline from extending.
Your deal team is strengthened when you engage a specialized paying and exchange agent. When needs arise, your agent should have the capacity and experience to:
The most efficient paying and exchange agents have a specialized team dedicated to meeting the needs of your clients, whether they’re buyers or sellers.
The most efficient paying and exchange agents have a specialized team dedicated to meeting the needs of your clients, whether they are buyers or sellers.
The administration and payment of consideration on your deal shouldn’t be handled as a one-off project; rather, it should be placed with a team whose core focus is M&A payments.
Some of the advantages of working with an experienced and committed M&A payments team include:
Utilizing a paying and exchange agent can provide valuable benefits and increase efficiencies within transactions so that you can focus on achieving your business goals.
At U.S. Bank, our specialized M&A payments team delivers the expertise and efficiency necessary for a successful transaction. Integrated with our core escrow business, these teams provide end-to-end support of private M&A transactions. Click here for more information on our comprehensive escrow services.