SRS Acquiom

SRS Acquiom

M&A and loan agency services platform

Overview

SRS Acquiom provides an integrated platform of M&A and loan agency services, including diligence management, virtual data rooms, document management, signature collection, payment disbursement, escrow management, and private client portals, with securities products and payment services offered through Acquiom Financial LLC. Clients use a single system to manage deal documents, collect signatures, move payments, and handle escrow, supported by a team of M&A and loan‑agency professionals and an affiliated broker‑dealer for securities activities. The company differentiates itself by offering an end‑to‑end, single‑platform workflow and a long track record (since 2007), serving a large portion of the market with comprehensive capabilities. Its goal is to speed up complex financial deals, improve accuracy, and simplify deal management through technology and expert support for private equity, venture capital, and corporate clients.

About SRS Acquiom

Simplify's Rating
Why SRS Acquiom is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

201-500

Company Stage

Series A

Total Funding

$6M

Headquarters

Denver, Colorado

Founded

2007

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Simplify's Take

What believers are saying

  • European expansion via London headquarters opens international PE/VC revenue streams.
  • 2025-2026 studies reveal earnout and PPA trends, enabling premium advisory services.
  • Thought leadership positioning strengthens advisory services and data room upsell opportunities.

What critics are saying

  • PNC Bank settlement establishes precedent for trade secrets litigation from competitors.
  • GDPR/FCA compliance friction threatens London operations within 6-12 months.
  • Client concentration risk: single PE/VC defection reduces transaction volume 5-15%.

What makes SRS Acquiom unique

  • Serves over 50% of U.S. PE and 40% of VC firms with integrated deal platform.
  • Annual M&A Deal Terms Study analyzes 2,300+ acquisitions valued at $569 billion globally.
  • Only partner managing all mission-critical M&A and loan agency details end-to-end.

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Funding

Total Funding

$6M

Below

Industry Average

Funded Over

1 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$6M
SRS Acquiom
$8.2M
Discord
$15M
Canva
$30M
Kalshi

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Life Insurance

Mental Health Support

Wellness Program

Pet Insurance

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-3%

2 year growth

-3%
Royal Crescent Publishing Limited
Sep 3rd, 2024
US-based loan agency platform sets up in Europe

SRS Acquiom, the loan agency services platform, has expanded into Europe, setting up its regional headquarters in London.

SRS Acquiom
Sep 3rd, 2024
SRS Acquiom Continues International Expansion with Launch of Loan Agency in Europe

SRS Acquiom continues international expansion with launch of Loan Agency in Europe.

DealLawyers.com
May 3rd, 2024
Study: Private Target Deal Terms

SRS Acquiom recently released its annual M&A Deal Terms Study for 2024 (available for download).

BNN Breaking
Jan 17th, 2024
SRS Acquiom Settles Trade Secrets Misappropriation Lawsuit with PNC Bank

SRS Acquiom, a Denver-based escrow agent company, has reached a settlement in a trade secrets misappropriation lawsuit with financial titan PNC Bank, marking the end of a legal battle that began in 2019.

DealLawyers.com
May 1st, 2023
Study: Private Target Deal Terms : DealLawyers.com Blog

SRS Acquiom recently released its annual M&A Deal Terms Study, which reviews the financial & other terms of 2,100 private-target acquisitions valued at more than $460 billion that closed between the beginning of 2017 and the end of 2022.

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