Shareholder Representative Services
SRS Acquiom is a US-based, privately held provider of integrated M&A and loan agency services, offering virtual data rooms, paying-agent, escrow, shareholder solicitation, post-closing shareholder representation, and loan agency solutions to companies, shareholders, and lenders across 150+ countries.
- Company typePrivate
- Founded2007
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Shareholder Representative Services does
SRS Acquiom Inc. (d/b/a Shareholder Representative Services) is a privately held, US-based provider of integrated M&A and loan agency services, founded in 2007 and headquartered in San Francisco with its primary legal entity domiciled in Denver, Colorado. The firm operates a unified platform covering the full deal lifecycle: Virtual Data Room for due diligence; M&A Paying Agent, M&A Escrow Agent, and Digital Shareholder Solicitation for closing; Shareholder Representation for post-closing; a centralized Deal Dashboard; and Loan Agency Services spanning Facility Agent, Collateral Agent, Security Agent, Successor Agent, Replacement Agent, Sub-Agent, and Escrow Agent roles. Payments and escrow activity is conducted through a wholly-owned affiliate, Acquiom Financial LLC, a broker-dealer. The firm has completed more than 11,500 engagements representing $2.1 trillion in aggregate deal value, distributed more than $1.3 trillion in payments, and represented more than 650,000 shareholders across 150+ countries.
The platform's technical architecture is a digital deal-management system integrating virtual data room, payment disbursement, and shareholder solicitation workflows, with proprietary modules branded as MarketStandard for deal-terms analysis. The Virtual Data Room is offered on a flat annual-rate subscription with no surprise fees, while enterprise M&A and loan agency engagements are quoted per engagement. Distribution is primarily direct enterprise sales to deal parties, supported by thought-leadership content, a newsletter, LinkedIn presence, and industry research publications aimed at M&A advisors, corporate development teams, and legal counsel. Notable recent engagements span technology (Statsig/OpenAI, Echo/Coinbase, Guideline/Gusto, Securiti/Veeam, Melio/Xero), life sciences (Renalys/Chugai, Elektrofi/Halozyme, Interius/Kite Pharma), and credit (Lifescan/Great Gray Trust exit facility, Bamboo credit facility), indicating a horizontal client base across verticals and geographies.
SRS Acquiom serves as a neutral third-party counterparty in transactions where independence, regulatory compliance, and operational continuity are required across the closing and post-closing phases. Co-founders Mark Vogel and Paul Koenig continue to lead the firm as managing directors, with a 51–100 employee base supporting both US-centric M&A activity and cross-border shareholder representation. The business model combines subscription revenue (VDR flat annual rate), per-engagement professional service fees (paying agent, escrow, solicitation, shareholder representation, loan agency), and emerging data-product revenue through MarketStandard.
Shareholder Representative Services firmographics
Firmographics- Name
- Shareholder Representative Services
- Legal name
- SRS Acquiom Inc.
- Website
- https://shareholderrep.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- SRS Acquiom is a US-based, privately held provider of integrated M&A and loan agency services, offering virtual data rooms, paying-agent, escrow, shareholder solicitation, post-closing shareholder representation, and loan agency solutions to companies, shareholders, and lenders across 150+ countries.
- Ownership category
- akta.pro rank
Shareholder Representative Services industry classification
Industry- Product category
- M&A and Loan Agency Deal Management Services
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320), Financial Transactions Processing, Reserve, and Clearinghouse Activities (52232), Title Abstract and Settlement Offices (541191)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Loan Brokers (6163)
- akta.pro primary industry
- Notary & Signing Agent Services (Remote/Onsite) (BPAJAOAF)
- akta.pro secondary industries
- CRE Loan Syndication & Participation (FSALADAK), Order-to-Cash (O2C) Operations (Order Admin, Credit, Invoicing, Collections Handoff) (BPAAAGAK)
Keywords
Where Shareholder Representative Services is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Shareholder Representative Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Virtual Data Room with flat annual rate |
Distribution channels1 record
Marketing channels4 records
Shareholder Representative Services product offering
Product offeringCore offering
SRS Acquiom provides end-to-end M&A and loan agency deal management services through an integrated digital platform. The offering spans Virtual Data Room-based due diligence, M&A paying agent and escrow agent services, digital shareholder solicitation, post-closing shareholder representation, a centralized Deal Dashboard, and multi-role loan agency services (Facility Agent, Collateral Agent, Security Agent, Successor/Replacement/Sub-Agent, Escrow Agent). The platform unifies diligence, closing, post-closing, and ongoing loan administration into one workflow for M&A deal parties and lenders.
Product overview
SRS Acquiom is a unified platform offering end-to-end M&A and loan agency solutions. The platform consists of seven core modules: Virtual Data Room (due diligence), M&A Paying Agent, M&A Escrow Agent, and Digital Shareholder Solicitation (closing phase), Shareholder Representation (post-closing), Deal Dashboard (centralized deal management), and Loan Agency Services (with multiple agent roles). The portfolio covers the full deal lifecycle from due diligence through post-closing, with integrated digital tools for data rooms, payments, escrow, solicitation, and deal tracking.
Differentiator
Problem solved
Functional benefit
Brands
- MarketStandard: Market intelligence and deal terms analysis offering
Products and services
- Virtual Data Room Premium virtual data room solution for M&A due diligence, offered at a flat annual rate with no surprise fees. Designed for M&A deal parties (sellers, buyers, advisors, legal counsel) conducting secure information exchange during the diligence phase.
- M&A Escrow Agent Escrow management service that handles the holding and release of funds (including indemnification escrow) during M&A transactions. Used by buyers, sellers, and Shareholder Representatives to administer post-closing escrow arrangements.
- M&A Paying Agent Payment disbursement service that distributes deal proceeds to shareholders during M&A closing, supporting accurate, audited payments to large shareholder populations globally.
- Digital Shareholder Solicitation Digital platform for soliciting shareholder signatures and approvals during M&A transactions, enabling the collection of consents and approvals from large, geographically dispersed shareholder populations.
- Shareholder Representation Post-closing shareholder representation services in which SRS Acquiom acts as the neutral Shareholder Representative on behalf of selling shareholders, administering indemnification claims, escrow releases, and ongoing deal-related matters to mitigate stress and uncertainty.
- Deal Dashboard Centralized digital dashboard that provides a single view of critical details across M&A and loan agency engagements, offering real-time visibility from diligence through post-closing and loan administration.
- Loan Agency Services Comprehensive loan agency services covering Facility Agent, Collateral Agent, Security Agent, Successor Agent, Replacement Agent, Sub-Agent, and Escrow Agent roles, supported by a digital loan-administration dashboard. Targeted at lenders, borrowers, sponsors, and private credit funds involved in syndicated credit facilities.
Companies that use Shareholder Representative Services
Customer profileSegments1 record
Ideal customer profiles2 records
Shareholder Representative Services technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Shareholder Representative Services partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Shareholder Representative Services competitors and assessment
Company assessmentDirect peers
- Equiniti: Transfer agent and shareholder services provider offering paying-agent, escrow, and registration services for M&A and capital markets transactions, with significant overlap to SRS Acquiom's core M&A payments business.
- Corporation Service Company (CSC): Global corporate services provider offering loan agency, escrow, and entity management services. Directly comparable to SRS Acquiom's Loan Agency and M&A Escrow Agent products, particularly for syndicated lending workflows.
- Computershare: Global transfer agent and share registrar that provides paying-agent and post-closing shareholder services for M&A transactions — overlapping directly with SRS Acquiom's paying-agent and shareholder representation products, but at much larger scale.
- Firmex: Private M&A-focused virtual data room provider serving many of the same mid-market deal teams and law firms that SRS Acquiom supports, with comparable pricing structure and feature set in the diligence phase.
- Datasite: Leading provider of M&A virtual data rooms and deal management tools, recently scaled up under CapVest ownership. Competes head-on with SRS Acquiom in the VDR layer and increasingly in adjacent deal-management workflows.
- Ansarada: ASX-listed provider of M&A data rooms and deal management software with an integrated workflow similar to SRS Acquiom's Deal Dashboard approach, targeting the same mid-market and enterprise M&A buyer cohort.
- TMF Group: Global provider of loan administration, facility agency, and escrow services across multiple jurisdictions, competing directly with SRS Acquiom's Loan Agency offering particularly in cross-border syndicated lending.
- Donnelley Financial Solutions (DFIN): Provider of financial printing, SEC filing solutions, and the ActiveDisclosure VDR platform, competing with SRS Acquiom in the VDR layer particularly for regulated and capital-markets-heavy transactions.
- Intralinks: Long-standing M&A VDR provider (now operating under Datasite's broader platform) that has historically served many of the same mid- and large-cap M&A buyers and sellers that SRS Acquiom supports through its VDR and paying-agent offerings.
Emerging players
- AST Fund Solutions: Specialist in shareholder services, proxy solicitation, and post-merger corporate actions — overlapping with SRS Acquiom's shareholder representation and digital solicitation offerings, though smaller in scale and more narrowly focused.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Shareholder Representative Services social profiles
Digital presenceShareholder Representative Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Shareholder Representative Services leadership team
Management profileNumber of profiles
Profiles2 records
Shareholder Representative Services subsidiaries and ownership
Company hierarchySubsidiaries1 record
Shareholder Representative Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Shareholder Representative Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Shareholder Representative Services
What does Shareholder Representative Services do?
SRS Acquiom provides end-to-end M&A and loan agency deal management services through an integrated digital platform. The offering spans Virtual Data Room-based due diligence, M&A paying agent and escrow agent services, digital shareholder solicitation, post-closing shareholder representation, a centralized Deal Dashboard, and multi-role loan agency services (Facility Agent, Collateral Agent, Security Agent, Successor/Replacement/Sub-Agent, Escrow Agent). The platform unifies diligence, closing, post-closing, and ongoing loan administration into one workflow for M&A deal parties and lenders.
Is Shareholder Representative Services a public or private company?
Shareholder Representative Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Shareholder Representative Services founded?
Shareholder Representative Services was founded in 2007. It employs 51 to 100 people.
Where is Shareholder Representative Services based?
Shareholder Representative Services is headquartered in San Francisco, United States, in the North America region.
Who are Shareholder Representative Services's main competitors?
Direct peers on record are Equiniti, Corporation Service Company (CSC), Computershare, Firmex, Datasite, Ansarada, TMF Group, Donnelley Financial Solutions (DFIN) and Intralinks. AST Fund Solutions is listed as an emerging player.
Does Shareholder Representative Services have an API?
No public API is recorded for Shareholder Representative Services.
What industry is Shareholder Representative Services in?
Shareholder Representative Services's product category is M&A and Loan Agency Deal Management Services. Its primary akta.pro industry code is BPAJAOAF, Notary & Signing Agent Services (Remote/Onsite), with a secondary code of FSALADAK, CRE Loan Syndication & Participation. Its NAICS code is 522320 and its SIC code is 6211.