About SRS Acquiom

At SRS Acquiom, our sole focus is on making M&A deals happen more efficiently. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, and counsel. Our top-tier team has supported more than 2,000 deals including high-profile transactions such as Google’s acquisition of Nest, Facebook’s acquisition of Oculus and Yahoo’s acquisition of Tumblr. We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you! Visit www.srsacquiom.com to learn more.

Position Summary

SRS Acquiom is currently recruiting for an experienced 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 a Relationship Manager on transactions and will be required to interact with outside counsel, company principals and internal partners to onboard new escrow and payment administration appointments and administer the deals post-closing to ensure compliance with the governing documents. This position will be the primary contact for all participants in the M&A escrow and payment transaction. Additionally, the Relationship Associate will have the primary role of acting as the bridge between the deal parties and our internal Operations and Payments Departments to ensure correct and timely deal processing. The ideal candidate will be focused on providing a positive client experience and can manage competing priorities with the highest level of detail orientation. 

Primary Responsibilities

• Coordinates with internal 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 forwarding the same to internal operations
• Negotiates, reviews, and finalizes Letters of Transmittal and other solicitation documents to maintain compliance with operational procedures
• Updates deal specifics on Agent’s/Administrator’s internal database
• Fields inquiries from corporate principals, buy/sell-side counsel and major shareholders
• Confirms all deal documents are properly received and uploaded into internal database (request executed copies of the governing documents, etc.)
• Responsible for tracking all pending and closed transactions
• Partners with sales staff on client calls (both existing and new business opportunities)
• Provides detailed reporting regarding number of pending deals, closed deals, outstanding ticklers and other compliance items, and any additional required reporting to Relationship Manager
• Coordinates with Operations Department when an engagement terminates to either escheat funds or send back to the appropriate party and ensures other account termination activities are completed

Required Qualifications

• Minimum 3-5 years of experience in M&A, banking or finance 
• Bachelor’s Degree
• Exemplary Customer Service 
• Strong verbal 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.)
• Must be able to work within a group and balance administrative duties
• Ability to project manage and have strong prioritization skills
• NetSuite experience (preferred, but not required)

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement
• Benefits reimbursement