Consideration of both pre- and post-closing deal requirements creates a more holistic client experience. While M&A advisors (and their clients) may not be thinking about closing mechanics and post-closing matters now, doing so can help drive efficiencies, ensure a smoother close, and remove added work and headaches later in the deal process. SRS Acquiom offers these tips to help you provide more value in your role as an M&A advisor.

“M&A advisors play a pivotal role in managing the deal process and can be essential in navigating the elements of a transaction across its lifecycle—striving to ensure all parties arrive at closing as efficiently as possible. In private M&A transactions, the client’s journey doesn’t end at the deal closing. Issues with working capital adjustments, earnouts, escrow releases, and potential claims can cause the M&A post-closing mechanics to play out for quite some time. Considering these kinds of post-closing challenges earlier in the deal can help drive efficiencies and remove added work later in the deal process. Based on our experience servicing more than 6,300 deals with an aggregate value of more than $775 billion, the team at SRS Acquiom presents the following information to consider on your next transaction,” says Paul Koenig, CEO and Co-Founder, SRS Acquiom.