SRS Acquiom

What SRS Acquiom does

SRS Acquiom is a private financial services firm founded in 2007 that provides integrated infrastructure for private-target M&A and bilateral/syndicated loan transactions. The company's core offering is a cloud-based deal management platform combining a Virtual Data Room, M&A escrow and paying agent services, digital shareholder solicitation, a real-time Deal Dashboard, loan agency services, and post-closing professional shareholder representation. Escrow funds are custodied at tier-one institutions (Bank of America, HSBC), and payments are processed in 130+ global currencies under multi-jurisdictional regulatory authorizations including Dutch Central Bank (PSD), UK FCA (Payment Services Regulations 2017), and FINRA/SIPC (via Acquiom Financial LLC).

The company serves private equity firms, venture capital firms, corporations executing M&A, and loan market participants, with 96% of global PE firms and 88% of top global VC firms having engaged SRS Acquiom (PitchBook 2025). The proprietary MarketStandard database of 5,000+ private-target M&A transactions powers an annual Deal Terms Study and serves as a market-benchmarking asset. Revenue is generated through a mix of recurring VDR subscriptions (flat annual rate), transaction-based fees for escrow, payments, solicitation, and loan agency, and professional services for indemnification, earnout, tax, and dispute matters. Operations span the US (headquartered in Denver/San Francisco), Europe (Amsterdam), and the UK (London), with a workforce of 101–250, following 2025 global expansion and 2026 board additions to support further international growth.

Name

SRS Acquiom

Legal name

SRS Acquiom Inc.

Website

https://srsacquiom.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

251–500 employees

Short description

SRS Acquiom provides integrated cloud-based deal infrastructure for private-target M&A and syndicated/bilateral loan transactions, serving PE firms, VC firms, and corporate acquirers with virtual data rooms, escrow, payments, loan agency, and post-closing shareholder representation.

Ownership category

akta.pro rank

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Virtual Data Room Services: Annual subscription model for VDR services with flat rate pricing covering unlimited document uploads and user access. Revenue recognized over the subscription period.
2. M&A Escrow Agent Services: Transaction-based fees for escrow administration services, including holding funds at tier-one financial institutions (Bank of America, HSBC). Integrated with payment and solicitation services.
3. M&A Paying Agent Services: Payment processing services for M&A transactions, disbursing seller payments, debt payoffs, and transaction expenses in 130+ global currencies. Revenue based on transaction value or flat fees.
4. Digital Shareholder Solicitation: Document distribution and solicitation services for shareholders, integrated with payments and escrows workflow. Revenue generated as part of closing solution bundles.
5. Loan Agency Services: Third-party loan agency services for syndicated and bilateral loans including Administrative Agent, Collateral Agent, Facility Agent, Successor/Replacement Agent, and Escrow Agent roles. Revenue based on loan volume or transaction fees.
6. Professional Shareholder Representation: Post-closing professional services including indemnification claim management, earnout monitoring, tax matters, and dispute resolution. Revenue likely based on deal size or retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

No input data was provided to populate this field.

Product overview

SRS Acquiom offers a unified platform for M&A and loan agency deal management, consisting of six core solutions: Virtual Data Room (VDR) for due diligence document management; M&A Escrow Agent, M&A Paying Agent, and Digital Shareholder Solicitation for closing workflows; Shareholder Representation for post-closing matters; and a Deal Dashboard for real-time deal tracking. The platform also includes a Loan Agency module for syndicated and bilateral loans, plus MarketStandard, a deal analytics database. Payments services are offered through Acquiom Financial LLC. The company operates globally with operations in the US, Europe, and UK.

Differentiator

Problem solved

Functional benefit

Brands

• MarketStandard®: The industry's most comprehensive database of private-target M&A deal points, designed to help deal parties determine 'what's market' by filtering data from over 5,000 deals

Quantifiable outcome

• 11,500+ deals completed since 2007
• +4 more outcomes

Named customers26 records

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Two partnerships are on record, tiered extended.

• Seaport GlobalextendedStrategic or Co-development PartnerCollaborative partnership extending SRS Acquiom's loan agency capabilities to include research, quotes, liquidity access, and independent market intelligence for clients.
• Oak Branch AdvisorsextendedStrategic or Co-development PartnerStrategic partnership providing integrated services including transaction and collateral modeling, cash flow calculations, waterfall modeling, and covenant monitoring beyond typical loan agent capabilities.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Datasite: Datasite (formerly Merrill) is a leading provider of virtual data rooms and deal management tools for M&A transactions, directly competing with SRS Acquiom's VDR and M&A closing solutions among the same PE and corporate advisory buyer base.
• Intralinks (SS&C): Intralinks, owned by SS&C Technologies, is a major virtual data room and secure document collaboration provider serving the same M&A, restructuring, and loan syndication workflows as SRS Acquiom.
• Ansarada: Ansarada offers an AI-enabled deal-making platform with VDR, deal workflow, and post-merger integration tools that directly overlap SRS Acquiom's M&A deal management offerings.

Broad incumbents

• Donnelley Financial Solutions (DFIN): DFIN provides a broad suite of SEC filing, financial printing, and VDR-style deal solutions for M&A and capital markets transactions, competing in adjacent but overlapping services with SRS Acquiom.
• Epiq: Epiq is a global legal and business services firm that provides M&A administrative agent, claims management, and corporate restructuring services, overlapping with SRS Acquiom's shareholder representation and deal administration offerings.
• Wilmington Trust (loan agency): Wilmington Trust, a subsidiary of M&T Bank, is one of the largest independent providers of loan agency, trustee, and administrative agent services for syndicated and bilateral loans — a core competing offering to SRS Acquiom's Loan Agency Services.
• TMF Group: TMF Group is a global provider of corporate, fund, and loan administration services across 80+ jurisdictions, competing with SRS Acquiom's cross-border M&A closing and loan agency capabilities, particularly in Europe and the UK.
• CSC (Corporate Services Company): CSC provides global business administration, entity management, and loan agency services, overlapping with SRS Acquiom's loan agency, escrow, and shareholder representation offerings across multiple jurisdictions.

Emerging players

• Carta: Carta provides cap table, equity management, and transaction workflow tools for private companies, VC, and PE — overlapping with SRS Acquiom's shareholder management and solicitation capabilities from a different starting point.
• Box: Box offers secure cloud content management and workflow solutions that increasingly compete in the document collaboration layer underpinning M&A due diligence and deal administration, adjacent to SRS Acquiom's VDR.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/srsacquiom
• Xx.com/srsacquiom

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SRS Acquiom