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SRS Acquiom

M&A and loan agency services platform

Product Owner

Full-TimeUpdated
$105k - $120k
Junior
Bachelor's
Denver, CO, USA
HybridHybrid in the Denver area; expected to work in the office two days per week.
ProductProduct Management
No H1B Sponsorship

About the job

Requirements
  • A bachelor's degree from an accredited university is required.
  • At least 2 years of SaaS product owner, product manager, or other related product management experience is required.
  • Demonstrated focus on delivering business and user value first and anchoring the value delivered with measurable impact signals is required.
  • Experience working with internal stakeholders is required.
  • Experience developing reports and metrics for stakeholders and product teams, using data analysis to drive decisions, is required.
  • Strong organizational and prioritization skills are required to keep the product backlog well-ordered and ensure important items are not overlooked.
  • Ability to take initiative and work independently with a proactive, self-starter mindset in a fast-paced environment is required.
  • Empathy, attention to detail, a data-driven and analytical approach, inquisitiveness, strong critical-thinking skills, and the ability to visualize the big picture are required.
  • Excellent written and spoken communication skills, including clear and concise communication, and strong presentation abilities are required.
  • Experience working with development teams using Agile methodologies such as Scrum, including story mapping and writing clear user stories, is required.
  • Ability to grasp complex business challenges and nuanced product workflows and translate them into simple, intuitive user experiences and designs is required.
  • Availability to work standard Mountain time zone business hours is required.
  • Occasional work after hours may be required.
  • Ability to work in a fast-paced environment is required.
  • Candidates must be legally authorized to work in the United States without current or future employment visa sponsorship.
Responsibilities
  • Own day-to-day execution for a delivery team, ensuring value-oriented work is ready and sprint commitments are met.
  • Drive backlog grooming, sprint planning, and other delivery-team meetings that keep work moving forward.
  • Maintain a clear sprint objective, focus the team on completing a small number of high-value initiatives at a time, and align with the Product Manager's vision.
  • Ensure new, usable value is delivered to production on a regular basis.
  • Proactively identify and resolve blockers, open questions, and execution risks with the delivery team.
  • Own and maintain an organized backlog where important work remains visible and prioritized.
  • Gather requirements and translate business needs into clear, outcome-oriented user stories and acceptance criteria.
  • Break features and projects into the smallest practical increments that deliver value frequently and reduce risk.
  • Prioritize work to maximize customer and business value while minimizing unnecessary context switching.
  • Document changes, decisions, and requirements clearly so delivery teams can execute efficiently.
  • Build strong relationships with Engineering, Design, and business stakeholders to support successful product delivery.
  • Collaborate with stakeholders to understand requirements and consider impacts across teams, processes, and users.
  • Communicate clearly, concisely, and proactively through meetings, written updates, and day-to-day interactions.
  • Maintain high responsiveness and follow-through in communications, providing prompt updates to engineering and product stakeholders.
  • Act as a reliable point of coordination between stakeholders and the delivery team.
  • Support teammates, give credit to others, avoid blame, and maintain a strong partnership with Engineering and Design to foster a collaborative team environment.
  • Develop deep knowledge of the product, user personas, business processes, and adjacent applications.
  • Support execution of the Product Manager's vision and strategy by representing user needs and expectations to the development team throughout planning and execution.
  • Monitor product performance and maintain awareness of key usage, operational, and delivery metrics.
  • Use data, user feedback, and critical thinking to evaluate opportunities, identify problems, and support decision-making.
  • Use documentation, efficiency, curiosity, initiative, and continuous learning to improve products, processes, and team effectiveness.
Desired Qualifications
  • Experience in the B2B space building and managing complex internal tools to scale business processes.
  • Background in financial services, payments, mergers and acquisitions, banking, or accounting and tax systems.
  • Curiosity and eagerness to learn about a complex, customer-facing system.
  • Enthusiasm for product strategy and vision, with an interest in contributing to long-term product planning.
  • Proactive leadership and initiative in driving improvements and team success.
  • Strong research skills in areas such as user journeys and workflows.

About the company

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.

Company Size

201-500

Company Stage

Series A

Total Funding

$6M

Headquarters

Denver, Colorado

Founded

2007

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Simplify Jobs

Simplify's Take

What believers are saying

  • Lovell Minnick and Carlyle AlpInvest closed a continuation vehicle on January 21, 2026.
  • SRS Acquiom added Sallie Krawcheck and Philip Vasan on May 19, 2026.
  • The 2026 study analyzes 2,300-plus acquisitions closed from 2020 through 2025.

What critics are saying

  • Cleo Pay markets itself as a cheaper SRS Acquiom alternative for middle-market deals.
  • SRS Acquiom still depends on M&A and private-credit volumes for revenue.
  • Its 2019 PNC trade-secrets fight ended in settlement, signaling repeatable IP-pressure risk.

What makes SRS Acquiom unique

  • SRS Acquiom runs M&A, escrow, payments, and loan agency inside one workflow.
  • The 2026 Deal Terms Study covers 2,300-plus deals and $569 billion.
  • London and Amsterdam offices position SRS Acquiom for cross-border transaction administration.

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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

6 month growth

2%

1 year growth

2%

2 year growth

1%
FinanzNachrichten.de
Oct 8th, 2026
SRS Acquiom acquires Pantarai to expand loan solutions across private credit markets

SRS Acquiom has signed an agreement to acquire Pantarai, a provider of specialised loan solutions for broadly syndicated loans and private credit markets globally. The acquisition will enhance SRS Acquiom's loan service offerings by expanding beyond its Agency platform to include trade closing and loan technology. Following the acquisition, SRS Acquiom will create a new Loan Solutions business to extend its capabilities across complex loan transactions and technology innovation. Pantarai, founded by industry veterans, provides loan technology, loan closing services, and middle office solutions across primary and secondary broadly syndicated loans and private credit markets. The deal represents the latest expansion of SRS Acquiom's Loan Agency platform, whose senior professionals operate from offices in the United States and London.

SRS Acquiom
Oct 8th, 2026
SRS Acquiom announces agreement to acquire Pantarai.

SRS Acquiom announces agreement to acquire Pantarai. October 8, 2026 Builds Upon SRS Acquiom's Continued Growth in the Private Credit and Loan Syndication Markets Globally Enhances Ability to Support Clients Across the Lifecycle of Loan Transactions DENVER, CO, LONDON, UK - October 8, 2026 - SRS Acquiom, (or "The Company") which provides a comprehensive platform to help manage merger and acquisition transactions and bilateral and syndicated loan facilities, today announced that it has signed an agreement to acquire Pantarai, a leading provider of specialized loan solutions supporting broadly syndicated loans and private credit markets globally. The addition of Pantarai will strengthen SRS Acquiom's loan service offerings by expanding beyond its Agency platform to trade closing and loan technology. As part of the acquisition, the Company will create a new Loan Solutions business, extending its capabilities across complex loan transactions and technology innovation. Founded by industry veterans with decades of experience across investment firms, banks and financial technology providers, Pantarai provides loan technology, white-glove loan closing services and middle office solutions across primary and secondary broadly syndicated loans, as well as private credit markets. "We are looking forward to welcoming the Pantarai team to SRS Acquiom," said Renee Kuhl, Managing Director, Loan Agency, at SRS Acquiom. "Pantarai's expertise in loan closing and settlement is highly complementary to our existing Loan Agency offering and will expand our ability to support clients across the lifecycle of loan transactions. Their experienced team and specialized workflows complement SRS Acquiom's combination of expertise, service and technology, further enhancing the solutions we provide to clients across private credit and syndicated loan markets." "Pantarai has built a strong reputation for deep industry knowledge and high-touch service across global credit markets," said Lon LeClair, President and Chief Operating Officer of SRS Acquiom. "This acquisition reflects our continued commitment to expanding the Loan platform and investing in the solutions our clients need as private credit and syndicated loan markets continue to evolve. We believe Pantarai is a strong strategic fit and an important addition as we continue building on the momentum of our business across this critical area." "SRS Acquiom has built a differentiated Loan Agency platform that combines deep expertise, customer service and technology to support complex transactions," said David Jesson, Chief Executive Officer of Pantarai. "The company's commitment to innovation and client service closely aligns with our own values of high expertise alongside a vision for technology-led growth, and we are excited to join SRS Acquiom as we continue helping clients navigate increasing complexity in broadly syndicated and private credit transactions." The closing of the acquisition will mark the latest step in the continued growth of SRS Acquiom's Loan Agency platform, whose senior professionals are based across offices in the United States and London. About SRS Acquiom Loan Agency True to its heritage of bringing simplicity, efficiency and expertise to complex financial transactions, the SRS Acquiom Loan Agency Team brings decades of combined experience in providing unbiased, independent, third-party loan agency services for hundreds of complex credit agreements. Its team of respected industry veterans provides Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services on syndicated and bilateral loans. Alex jeffrey / gwyn hodges. SRSA Acquiom Contact Gasthalter & Co. [email protected] 212.257.4170

Lovell Minnick
Sep 27th, 2026
Our News & Insights | Lovell Minnick Partners Announces Majority Investment in SRS Acquiom | Lovell Minnick

Positions SRS Acquiom for Continued Growth in M&A Settlement & Risk Management Services

SRS Acquiom
May 19th, 2026
SRS Acquiom welcomes Sallie Krawcheck and Philip Vasan to Board of Directors.

SRS Acquiom welcomes Sallie Krawcheck and Philip Vasan to Board of Directors. May 19, 2026 Veteran Financial Services Leaders Join Board as Independent Directors Supports Continued Global Growth and Platform Expansion DENVER-SRS Acquiom, which provides a comprehensive platform to help manage merger and acquisition transactions and bilateral and syndicated loan facilities, today announced that it has appointed two new independent directors, Sallie Krawcheck and Philip Vasan, to the company's Board of Directors. Ms. Krawcheck and Mr. Vasan are deeply tenured financial services professionals who bring decades of leadership experience across public and private markets and complex transaction environments. Ms. Krawcheck is a prominent financial executive and entrepreneur. She is the co-founder and former CEO of Ellevest, a digital-first investment platform for women. Previously, she held senior leadership roles across global financial institutions, including serving as CEO of Merrill Lynch Wealth Management, Smith Barney, U.S. Trust, the Citi Private Bank, and Sanford C. Bernstein. She also served as Chief Financial Officer of Citigroup. Earlier in her career, Ms. Krawcheck was a top-ranked equities research analyst covering the securities industry and is widely recognized for her leadership in financial services and advocacy for greater inclusion in investing. Mr. Vasan was a Managing Director at BlackRock, where he served in senior roles across the firm including as Head of BlackRock Hedge Funds, Global Co-Head of Fundamental Equities, Global Head of Lending, Liquidity and Financing and Head of Investments and Portfolio Solutions for U.S. Wealth Advisory. Prior to joining BlackRock, Mr. Vasan held global leadership positions at Credit Suisse, including CEO of Private Banking in the Americas, Head of Equity Derivatives, Head of Prime Services, and Head of Global Foreign Exchange. He also served as a visiting lecturer in Finance at the MIT Sloan School of Management and Adjunct Professor of Finance at the NYU Stern School of Business. "We are pleased to welcome Sallie and Phil to the SRS Acquiom Board," said Paul Koenig, CEO of SRS Acquiom. "Sallie brings deep experience in building and scaling financial and fintech businesses, while Phil brings global markets and investment expertise across asset classes and platforms. Their combined perspectives will support our continued growth and commitment to delivering best-in-class service to our M&A and loan agency clients." "I am happy to join SRS Acquiom's Board as the company continues to scale across North America and Europe," said Ms. Krawcheck. "I've spent my career focused on strengthening trust, transparency, and service in financial markets, and SRS Acquiom's role in simplifying complex deal processes directly supports those goals. I look forward to working alongside the rest of the Board and the broader leadership team to help guide the company's strategic direction in the years ahead." "SRS Acquiom has established itself as a first mover with a differentiated platform supporting M&A and loan agency transactions and becoming a fundamental component of the broader industry," said Mr. Vasan. "The company's deep market expertise, technology-enabled solutions, and focus on execution and client service position it to meet growing global demand for independent M&A and loan agency services. I'm excited to join an experienced group of directors as the company continues to grow on a global scale." The additions to SRS Acquiom's Board build on a pivotal period of growth for the Company, following the expansion of its M&A and Loan Agency services into Europe. Today, SRS Acquiom has more than 350 professionals across offices in the United States, London, and Amsterdam. About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal(TM) with solutions that reduce the administrative burden throughout the entire deal lifecycle. Its services include paying and escrow agent services, online document solicitation and reporting, and professional shareholder representation. For loan and credit transactions, SRS Acquiom Inc. provide independent administrative, collateral, and sub-agent services. Since 2007, SRS Acquiom Inc. has helped sophisticated deal parties reduce administrative drag, so they can focus on what they do best. Alex jeffrey / gwyn hodges. SRSA Acquiom Contact Gasthalter & Co. [email protected] 212.257.4170

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.