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SRS Wants You to Play AcqMan for the Holidays

Posted on: December 6, 2012 by Luisa BeltranNo Comments »

Shareholder Representative Services is trying something new this holiday season. SRS is unveiling AcqMan — acq is short for acquisition–a game which tests players’ knowledge of M&A. This is how it works: Users pick from six different AcqMan avatars that represent different deep-pocketed strategic buyers. Choices include Dell, Google, IBM, Microsoft, Oracle and Takeda.

SRS Wishes Everyone a Kooky Good Exit in 2012

Posted on: December 13, 2011 by Luisa Beltran1 Comment »

Shareholder Representative Services sent out its annual holiday card today. This year’s theme was “Rocky Horror Picture Show,” as viewers take a walk through a creepy house searching for the “best exit.” They open a door and find the “historical faces of money” — including Queen Elizabeth, Ben Franklin and George Washington — dancing. SRS, [...]

SRS Hires in Northeast

Posted on: November 10, 2011 by asormaniNo Comments »

Shareholder Representative Services, a post-closing expert for private company mergers and acquisitions, has expanded in the Northeast with the hire of Amanda Jackson as director of business development for the region. Jackson, based in Boston, will closely manage SRS’ relationships with the M&A community, including private equity and venture capital clients, M&A attorneys, investment bankers [...]

New COO For Shareholder Representative Services

Posted on: September 28, 2011 by asormaniNo Comments »

San Francisco-based Shareholder Representative Services, a post-closing expert for private company mergers and acquisitions has appointed William Lau as executive director and chief operating officer. He will oversee global operations, including finance, accounting, planning, treasury, and administrative activities from the firm’s San Francisco office. He was previously vice president and treasurer of GenCorp Inc, an aerospace and defense manufacturer.

Wringing Money from a Flagging Venture Fund — for a Price

Posted on: September 19, 2011 by Connie Loizos3 Comments »

Aging, poor-performing venture funds seldom have attractive options, but a new “innovation” by Shareholder Representative Services can quickly shift some money onto the balance sheets of their LPs, assuming a number of things come together first. First, some background: SRS manages the final steps of M&A transactions for dozens of clients, including Kleiner Perkins, Sequoia [...]

SRS Expands into Life Sciences

Posted on: April 21, 2011 by PEHub AdministratorNo Comments »

Shareholder Representative Services, a four-year-old, San Francisco-based service provider that represents shareholders in the post-closing period after a company has been acquired, has expanded into life sciences. Leading the practices is Don Morrissey, who in the past has served as senior vice president of corporate development at Replidyne and VP of legal affairs and business development at Caliper Life Sciences. Morrissey was also [...]

You Sold Your Company! Too Bad It May Take Another 8 Months to Close

Posted on: April 4, 2011 by Connie LoizosNo Comments »

No one would blame a management team for breaking out the champagne on the heels of an acquisition. But a new study by Shareholder Representative Services (SRS) – which manages the final steps of M&A transactions for dozens of clients like Kleiner Perkins, Sequoia Capital, and Oak Investment Partners – suggests that most shareholders would [...]

Private Company See Tough M&A Terms With Shopping Spree Looming

Posted on: November 10, 2010 by Mark BosletNo Comments »

Private company M&A terms are a financial minefield for entrepreneurs hoping to cash out after years of building a company. Part of the reason for that is many deals require 10% or more of the purchase price sit in escrow for more than a year. Greater than two-thirds of transactions can see purchase price adjustments [...]

Remember That Company You Sold Last Year? Riiight. Its Buyer Wants Its Money Back

Posted on: February 10, 2009 by Connie Loizos4 Comments »

It’s no surprise that in a crummy market, money disputes tend to surface more than when everyone is feeling flush. But it may surprise you to learn that those disputes are taking place over startups sold as long ago as in mid 2007. San Francisco-based Shareholder Representative Services (SRS) is seeing the trend from the [...]

A New Entrant into the VC Ecosystem

Posted on: November 21, 2008 by Connie LoizosNo Comments »

Typically, when someone claims that they are pioneering a whole new business sector, they’re either exaggerating or lying outright. Not so with Paul Koenig and Mark Vogel, who seemingly are creating a new niche within the venture industry ecosystem — that of the shareholder representative. It’s more interesting than it sounds. Here’s how what they’re doing works: [...]