Wed, 24/07/2019 - 05:16
SRS Acquiom has appointed Scott C Ganeles, an accomplished financial services executive, to the company’s Board of Directors. Ganeles previously served as Chief Executive Officer of Ipreo Holdings (Ipreo), a financial services solutions and data provider for capital market participants. Under Scott’s leadership, Ipreo’s business and market share grew significantly and attracted notable equity investors including Kohlberg Kravis Roberts & Co LP (KKR), Blackstone (NYSE: BX) and the Goldman Sachs Merchant Banking Division. Ipreo was acquired in 2018 by IHS Markit (Nasdaq: INFO), a leading critical information, analytics and solutions company. Ganeles began his career as President of the Carson Group (“Carson”), a financial information services firm focused on corporate strategic intelligence and investor relations. As a co-founding Partner of Carson, Ganeles was one of the prime architects and leaders in Carson’s development from a start-up to a multimillion dollar enterprise. Scott is currently a Partner at WestCap, a private investment platform with a focus on driving operational excellence and sustainable long term value creation. He holds a BA in Political Science from Brown University. “Scott is an experienced leader with an impressive track record of growing and leading tech-enabled services companies across the capital markets space,” says SRS Acquiom Co-Founder and CEO Paul Koenig. “We are thrilled to have him join our board and provide his expertise during a period of continued growth for SRS Acquiom, as we continue to enhance our ability to offer market-leading M&A and Loan Agency services to clients across the world.”

Lovell Minnick Partners-backed SRS Acquiom adds to board

Kirkland & Ellis LLP served as LMP’s legal counsel. Cowen and Company acted as exclusive financial advisor to SRS Acquiom, while Latham & Watkins LLP served as SRS Acquiom’s legal counsel. Lovell Minnick Partners, a private equity firm specializing in financial and related business services companies, has completed a majority investment in SRS Acquiom, a market-leading provider of technology-enabled services related to M&A settlement support and risk mitigation. Founded in 2007 by Paul Koenig, Mark Vogel and Jason Mendelson and headquartered in Denver, SRS Acquiom provides an integrated platform of professional services, technology solutions and data that enables corporate acquirers, private equity firms and venture capital firms to navigate the complex M&A deal execution process more efficiently. The Company has managed over 2,200 deals, representing 205,000 shareholders, valued at over $340 billion. SRS Acquiom offers an expansive range of services, including post-closing shareholder representation, payment agency, escrow administration, representation and warranty insurance brokerage, and pre-closing shareholder solicitation. The company also boasts an extensive database of private M&A data that provides insights to help dealmakers determine appropriate transaction terms. The Company has served some of the largest and most well-known venture capital firms, private equity firms and corporate acquirers across the world. SRS Acquiom’s management team will continue in their current roles and employees will continue to hold a significant investment in the Company alongside LMP. Prior investors, including Revolution Ventures and Top Tier Capital, will also participate in this transaction and will continue to support the company’s growth. Since its inception, SRS Acquiom has developed value-added, innovative products for M&A transactions, including the following: SRS Acquiom MarketStandard, a technology platform allowing deal makers to apply filters on over 150 deal attributes using the largest private target M&A deal database to help negotiate deal terms; SRS Acquiom Clearinghouse, the first and leading online M&A payments platform allowing shareholders to submit required electronic paperwork within minutes and to be paid on the same day; SRS Acquiom ComPort, a portal that provides shareholders with a summary of metrics such as transaction distributions, claims, expenses and disbursements; and, SRS Acquiom Deal Dashboard, which provides acquirers with online access for managing escrow balances, assessing shareholder payment status and reviewing summarized transaction terms for all prior transactions completed by the acquirer. Kirkland & Ellis LLP represented Lovell Minnick Partners with a team including corporate partners Hamed Meshki (Picture) and Luke Guerra and associates Caleb Vesey, Michael Chung and Ike Ikeme; tax partners Mike Beinus and Ryan Roberts; debt finance partners David Nemecek and Aditi Iyer; investment management partner Scott Moehrke and associate Phil Giglio; technology and intellectual property transactions partner Matthew Lovell; executive compensation partner Andy Barton; environmental transactions partner Stefanie Gitler; employee benefits partner Matthew Antinossi; labor and employment partners Edward Holzwanger and Michael Schulman; real estate partner Rob Miceli; and antitrust partner Carla Hine.

Lovell Minnick Partners’ Investment in SRS Acquiom

Altus Capital Partners (“Altus”), una società di investimento focalizzata sul settore manifatturiero nordamericano, ha annunciato di aver acquisito ChoiceSpine, uno dei principali designer, produttori, e marketing di impianti spinale specializzati, strumentazione e prodotti biologici per il trattamento chirurgico di disturbi spinali complessi. Si veda businesswire . I termini finanziari della transazione non sono stati resi noti. Con sede a Knoxville, TN e fondata nel 2006, ChoiceSpine, LP e Knox Spine, LLC (collettivamente, la Società) collaborano con i medici per sviluppare nuovi prodotti che incorporano l’attuale tecnologia medica con soluzioni personalizzate per i pazienti. I prodotti ChoiceSpine ™ comprendono kit mininvasivi, cervicali, toracolombari, intersomatici, laterali e biologici e impianti che aumentano l’efficienza procedurale e l’efficacia. “Riconosciamo la necessità nello spazio della tecnologia medica per prodotti spinali comprovati che possono migliorare la qualità della vita per i pazienti spinali”, ha affermato il co-fondatore e socio senior di Altus, Gregory L. Greenberg.” ChoiceSpine, una società di dispositivi medici globali specializzata in soluzioni innovative sia per l’hardware di fusione spinale che per i prodotti biologici, dimostra una comprovata esperienza di comprovata innovazione, forte crescita delle vendite, maggiore distribuzione e la necessità dei loro prodotti sul mercato”. Il management continuerà a investire nell’espansione dell’attività. “Abbiamo costruito un gruppo di talenti che ha portato l’azienda a concentrarsi maggiormente sulla progettazione e sull’ingegnerizzazione del prodotto, a vantaggio di così tanti pazienti che subiscono lesioni spinali”, ha affermato Rick Henson. “Non vediamo l’ora di lavorare con Altus nello sviluppo ulteriore delle nostre offerte e nell’espansione verso nuovi verticali di prodotto per continuare a far crescere l’azienda e offrire soluzioni ai pazienti per il trattamento dei disordini spinali”, ha aggiunto Marty Altshuler. Si tratta della terza acquisizione di Altus in meno di due anni e la sua seconda nello spazio della tecnologia medica. L’azienda ha completato con successo l’offerta di acquisto di tutte le azioni in circolazione di azioni ordinarie di MGC Diagnostics Corporation (“MGC”), una società di tecnologia medica globale dedicata alle soluzioni di salute cardiorespiratoria nel dicembre 2017 e l’acquisizione di Max Environmental Technologies, una società integrata di soluzioni ambientali, a febbraio 2017. Lovell Minnick Partners (“LMP”), PE specializzato in società di servizi finanziari e connessi, ha completato un investimento di maggioranza in SRS Acquiom (la “Società”), un fornitore leader nel mercato di servizi abilitati alla tecnologia relativi al supporto per le operazioni di fusione e acquisizione e alla mitigazione del rischio. Fondata nel 2007 da Paul Koenig, Mark Vogel e Jason Mendelson e con sede a Denver, SRS Acquiom offre una piattaforma integrata di servizi professionali, soluzioni tecnologiche e dati che consente agli acquirenti aziendali, società di private equity e venture capital di navigare sentendosi a proprio agio nella complessità di una operazione di M & A. Qui il comunicato ufficiale . La Società ha gestito oltre 2.200 operazioni, per un totale di 205.000 azionisti, per un valore di oltre 340 miliardi di dollari. “SRS Acquiom ha una forte storia di innovazione e offre soluzioni di alta qualità per la gestione e la semplificazione dei processi di M & A lungo tutto il ciclo di vita della transazione”, ha affermato Steve Pierson, Managing Partner di LMP. “Non vediamo l’ora di supportare l’azienda nella sua continua crescita, compresa la coltivazione di prodotti di supporto alle transazioni di nuova generazione, analisi dei dati e nuovi servizi. SRS Acquiom offre una vasta gamma di servizi, tra cui la rappresentanza degli azionisti post-chiusura, svolge funzioni di payment agency, si cura dell’amministrazione di depositi a garanzia, dell’intermediazione assicurativa di rappresentanza e garanzia e della sollecitazione degli azionisti in fase di chiusura anticipata. La società vanta anche un ampio database di dati M & A privati ​​che fornisce approfondimenti per aiutare i dealmaker a determinare i termini di transazione appropriati. La Società ha servito alcune delle più grandi e note società di venture capital, società di private equity e corporate acquirer in tutto il mondo.

Altus Capital Partners acquisisce ChoiceSpine. Lovell Minnick Partners in maggioranza di SRS Acquiom.

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Lovell Minnick Partners Buys SRS Acquiom
Lovell Minnick Partners, a private equity investor which has one of its offices in Los Angeles, has acquired a majority of SRS Acquiom , a provider of technology-enabled services for the mergers and acquisition (M&A) market. Financial details of the acquisition were not announced. SRS Acquiom's technology and services are used in the M&A settlem
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Lovell Minnick Partners Buys SRS Acquiom

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Finance and business services private equity specialist Lovell Minnick has tied up a deal for a majority stake in corpor
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Lovell Minnick backs PE, VC, corporate M&A finance, deal services platform SRS Acquiom

HSBC is a banking and financial services institution that serves customers through its four Global Businesses.

HSBC

Seaport Global is a full-service, mid-sized independent investment bank that offers capital markets advisory, sales, trading and research services.

Seaport Global

Foundry Group

Mobius Venture Capital

Cooley

Accenture

First Data

Brown Brothers Harriman

OppenheimerFunds

Merrill

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Companies in the capital markets tech space are providing software and/or services for investment banks, hedge funds, investment managers, and so forth. Companies included use technology across the front, middle, and back-offices and streamline all pre- and post-trade operations.

Capital Markets Tech

Fintech

SRS|Acquiom, a provider for managing administrative needs in private M&A, is developing new ways to complete transactions more efficiently and economically. Using data, insight and expertise, SRS|Acquiom provides industry shareholder representation, payments administration, and escrow investment services in private company M&A transactions.

Name	Work History	Title	Status
Jason Mendelson	Foundry Group, Mobius Venture Capital, Cooley, and Accenture	Founder	Current
Nicole Callahan	First Data	Chief Marketing Officer	Current
David Foxhoven	Brown Brothers Harriman, OppenheimerFunds, and Merrill	Executive Vice President	Former

Name	Jason Mendelson	Nicole Callahan	David Foxhoven
Work History	Foundry Group, Mobius Venture Capital, Cooley, and Accenture	First Data	Brown Brothers Harriman, OppenheimerFunds, and Merrill
Title	Founder	Chief Marketing Officer	Executive Vice President
Status	Current	Current	Former

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SRS Acquiom

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SRS Acquiom Management Team

3 Team Members

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