Exchange and paying agent services
The goal for any M&A corporate event is an efficient exchange of the merger consideration. We manage the entire exchange process including:
- Establishing files of all eligible shareholders and securities
- Interviewing client teams to understand the nuances of each offer
- Establishing timelines according to client goals
- Processing instructions from eligible shareholders;
- Offering multiple payment options including checks, wires, or foreign currencies
- Providing accurate reporting of returns
Clarity is key to providing an efficient process for shareholders. We will consult with you and your clients to design easy to use exchange forms, review offer-related documents and coordinate production and mailings. We can also advise your clients on using digital solutions to assist in the exchanges.