Mergers and Acquisitions
CORPORATE & INSTITUTIONAL
As your deal progresses, you'll need the guidance and support of an experienced global administrator with a range of solutions and a proven track record of accuracy, speed, and flexibility. Our team is here to make the process as efficient as possible for each of our clients.
An experienced team focused on accuracy and efficiency
We're a team you can trust to help streamline the closing and post-closing process through easier agreement negotiation, years of industry knowledge and experience, and a single point of contact for all securityholders and deal parties.
Shareholder
Representative
For US clients we provide an indemnification solution as a
professional third party who represents the securityholders' interest in the post-closing period, all at the direction of a major securityholders' Advisory Committee.
Document
Collection
Electronically collect signatures on all securityholders' related documents, such as joinders, accredited investor questionnaires, or written consents.
Payment
Processing
Our secure online portal collects payment information and signatures directly from securityholders to reduce risk and improve turnaround time on closing and post-closing payments.
Escrow
Accounts
For US clients we offer an indemnification solution to ensure funds are available for all obligations of the securityholder and maintained by a secure neutral third party.
Engaged in private-target M&A transactions for over a decade
6,000+
M&A engagements SERVICED ANNUALLY*
$81B +
in total value of annual GLOBAL M&A PAYMENTS*
33,000 +
Global M&A payments ADMINISTERED ANNUALLY*
*As of 12/31/23
With thousands of engagements a year, we have seen it all and know what is required to provide a streamlined closing and post-closing process.
WHY WILMINGTON TRUST
Full Suite of Services: From the collection of initial securityholders consents through the defense of indemnification claims to the final release of the escrow fund, you can engage all standard agency services through a single provider.
Onboarding: With flexible agreement negotiation, response times that move at the speed of the deal, streamlined KYC processing and efficient account opening processes we strive to raise the bar for all industry administrative providers.
Experience: With the decades of experience our team has in the M&A industry, we challenge you to find a situation, deal structure, or issue that we have not encountered, problem solved and serviced. We look forward to all types of transactions, from the small to the most complex. Our team and technology platforms are ready.
Positioned for your success: Wilmington Trust is internationally recognized, serving clients in more than 90 countries through offices in the U.S. and Europe. Click here for more information about our international capabilities.
Services are available through our domestic and international affiliates. Not all services are available through every domestic and international affiliate or in all jurisdictions.
Related Articles and Insights
Five Pitfalls to Avoid When Negotiating a Purchase Price Adjustment
Given its economic effect, the Purchase Price Adjustment (PPA) is a heavily negotiated provision pre-closing but often sell-side counsel isn’t retained post-closing to see the outcome of their hard work. Here are five of the most common PPA issues we experience as skilled professional shareholder representatives during the post-closing period.
Mind the (Coverage) Gap
Usage of RWI policies has jumped significantly over the years, but there are several gaps in coverage that you should keep in mind. Learn more about RWI policies in this article.
Why Hire a Professional Shareholder Representative?
The concept of a professional shareholder representative has been used on thousands of mergers and acquisitions transactions over the past 10 years; however, there are still some target companies that choose to elect a management member or institutional investor to fill that role.
Fiona Boger
Managing Director, Mergers & Acquisitions
Shareholder Representative engagements are offered to US clients through a Wilmington Trust, N.A. subsidiary, WT Representative, LLC.
