M&A Relationship Associate
About The Position
SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. SRS Acquiom is currently recruiting a Relationship Associate to handle the pre-closing and post-closing administration of M&A escrow, payment, and pre-closing solicitation transactions. This individual will work directly with Relationship Managers on transactions and will be required to interact with outside counsel, company principals, and internal partners (operations, compliance, legal, etc.) to onboard new escrow and payment administration appointments and administer the deals post-closing to ensure compliance with the governing documents. They will be the primary point of contact for all participants in the M&A escrow and payment transactions. Additionally, the Relationship Associate will have the primary role of acting as a bridge between the deal parties and our internal operations and payments teams to ensure that these groups are processing the deal correctly. The ideal candidate will be focused on providing an exceptional client experience, have good availability and a sense of urgency, be able to juggle various time-sensitive responsibilities, and be detail-oriented.
Requirements
- Minimum 3-5 years of experience (M&A, banking, or finance helpful)
- Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
- Top-notch Customer Service and written communication skills
- Ability to become a subject matter expert in payment processes (e.g., know-your-customer requirements, ACH/wire payment process, etc.)
- Knowledge or ability to quickly learn the basics of M&A transactions, and be open to coaching or teaching
- Must be able to work within a group and handle the activities of an administrative assistant
- Ability to project manage and juggle various time-sensitive tasks.
- NetSuite experience highly preferred, but not required
Nice To Haves
- Self-motivated
- Intellectually curious, receptive to feedback, and teaching
- Collaborative
- Ability to explain complex ideas in a simplified manner
- Attention to detail, even in a fast-paced environment
- Ability to prioritize and multitask across many projects
Responsibilities
- Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
- Requests and reviews payment spreadsheets to ensure all relevant information is provided, and forwards the same to internal operations
- Reviews, comments on, and finalizes Letters of Transmittal and other solicitation documents to ensure they comply with operational procedures.
- Updates deal specifics on the Agent’s internal database
- Fields inquiries from corporate principals, buy/sell-side counsel, and major shareholders.
- Confirms deal documents are appropriately accounted for and loaded into the internal database (request executed copies of the governing documents, etc.)
- Responsible for tracking all pending and closed transactions
- Opportunity to accompany the sales team or the Relationship Manager on a sales meeting
Benefits
- Day‑one coverage: medical, dental, and vision plans
- A 401(k) with a 4% company match
- Discretionary time off
- Employer‑paid life insurance, with the option to add extra coverage
- Employee Assistance Programs
- Discounted pet insurance
- A fitness credit
- Pre‑tax plans for dependent care, transportation, and flexible spending
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
