[{"data":1,"prerenderedAt":81},["ShallowReactive",2],{"gql:data:H_YRKcKLqFJqT0It2fr4tJcfHACVYpMvz8rGSaWt4G0":3},{"company":4},{"derivedSeoDescription":5,"derivedSeoTitle":6,"derivedSocialMediaDescription":5,"derivedSocialMediaImage":7,"derivedSocialMediaTitle":6,"logo":19,"heroImage":31,"sectors":42,"companyStatus":47,"slug":50,"name":21,"body1":9,"body2":51,"bodyHeading":52,"bodyImage":53,"description":55,"headquarters":56,"investmentDate":57,"quote":9,"quoteAttribution":9,"quoteImage":58,"websiteUrl":60,"videoId":9,"videoHeader":9,"videoDescription":9,"videoThumbnail":61,"pdfUpload":63,"newsStories":64},null,"Our Portfolio | SRS Acquiom | Lovell Minnick",{"id":8,"alt":9,"caption":5,"assetUrl":10,"assetUrlXs":11,"assetUrlSm":12,"assetUrlMd":13,"assetUrlLg":14,"assetUrlXl":15,"assetUrlXxl":16,"width":17,"height":18},"8","","https://www.lovellminnick.com/system/uploads/fae/image/asset/8/LM-OG.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/8/xs_LM-OG.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/8/sm_LM-OG.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/8/md_LM-OG.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/8/lg_LM-OG.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/8/xl_LM-OG.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/8/xxl_LM-OG.jpg",1200,630,{"id":20,"alt":21,"caption":5,"assetUrl":22,"assetUrlXs":23,"assetUrlSm":24,"assetUrlMd":25,"assetUrlLg":26,"assetUrlXl":27,"assetUrlXxl":28,"width":29,"height":30},"136","SRS Acquiom","https://www.lovellminnick.com/system/uploads/fae/image/asset/136/SRS_acquiom_blk_640x480_fixed.png","https://www.lovellminnick.com/system/uploads/fae/image/asset/136/xs_SRS_acquiom_blk_640x480_fixed.png","https://www.lovellminnick.com/system/uploads/fae/image/asset/136/sm_SRS_acquiom_blk_640x480_fixed.png","https://www.lovellminnick.com/system/uploads/fae/image/asset/136/md_SRS_acquiom_blk_640x480_fixed.png","https://www.lovellminnick.com/system/uploads/fae/image/asset/136/lg_SRS_acquiom_blk_640x480_fixed.png","https://www.lovellminnick.com/system/uploads/fae/image/asset/136/xl_SRS_acquiom_blk_640x480_fixed.png","https://www.lovellminnick.com/system/uploads/fae/image/asset/136/xxl_SRS_acquiom_blk_640x480_fixed.png",640,480,{"id":32,"alt":21,"caption":5,"assetUrl":33,"assetUrlXs":34,"assetUrlSm":35,"assetUrlMd":36,"assetUrlLg":37,"assetUrlXl":38,"assetUrlXxl":39,"width":40,"height":41},"135","https://www.lovellminnick.com/system/uploads/fae/image/asset/135/SRSACQUIOM.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/135/xs_SRSACQUIOM.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/135/sm_SRSACQUIOM.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/135/md_SRSACQUIOM.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/135/lg_SRSACQUIOM.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/135/xl_SRSACQUIOM.jpg","https://www.lovellminnick.com/system/uploads/fae/image/asset/135/xxl_SRSACQUIOM.jpg",2880,1920,[43],{"id":44,"name":45,"slug":46},"21","Business Services","business-services",{"name":48,"slug":49},"Active","active","srs-acquiom","# The Opportunity\r\nAt the time of our investment in November 2018, SRS Acquiom was a well-regarded but narrowly positioned provider of shareholder representation and payment agency services in the private M&A market, with meaningful runway to expand both its product suite and market penetration.\r\n\r\n* **Market Trends:** We identified the firm at the intersection of accelerating private M&A transaction volume, increasing complexity in deal closing mechanics, and significant fragmentation across the M&A services landscape, with a large, underpenetrated serviceable addressable market and limited scaled, technology-enabled competitors.\r\n\r\n* **Differentiated Sourcing:** We participated in the Company's sale process and became the preferred partner given our extensive financial services and business services sector experience, deep network across law firms, investment banks, and PE sponsors, and a partnership-first approach that aligned with management's vision for SRS as a destination platform for private market transaction services.\r\n\r\n# Key Company Highlights\r\n* **Large Industry with Significant White Space**\r\n* **Value-Added & Differentiated Offering**\r\n* **Strong Financial Performance**\r\n* **Blue-Chip Client Base**\r\n* **Scalable, Technology-Enabled Platform**\r\n* **Repeatable Product Expansion Opportunity**\r\n* **Mission-Critical Role in M&A Transaction Lifecycle**\r\n* **Proven and Highly Aligned Management Team**\r\n# Value Creation & Outcomes\r\n* **Product Platform Expansion:** We partnered with management to launch the Loan Agency product in 2019, a product line that did not exist at the time of investment, and supported the broader evolution of SRS from a largely single-service shareholder representation provider into a comprehensive, multi-product M&A services platform encompassing Loan Agency, expanded payment agency capabilities, and shareholder solicitation services. The Loan Agency product now represents a meaningful, recurring contributor to the fee revenue mix and has materially improved the quality and durability of SRS's overall revenue base.\r\n\r\n* **Market Share Growth:** We supported a disciplined organic growth strategy that more than doubled SRS's U.S. private M&A market share between 2018 and 2025, reflecting deepened penetration of existing client relationships, expansion into new deal types and geographies, and accelerating deal volume momentum, driven by structural tailwinds including pent-up PE dry powder, corporate cash balances, and a rebounding M&A environment that SRS was uniquely positioned to capture given its platform breadth.\r\n\r\n* **Geographic Expansion:** We supported the Company's entry into the European market by supporting the regulatory approval process in both the EU and the UK and the establishment of local offices in each jurisdiction, providing the Company with a significant long-term TAM expansion opportunity beyond its U.S. core.\r\n\r\n* **Bank Partnerships:** Strengthened and expanded SRS's institutional banking relationships over the hold period by supporting the renegotiation of terms with existing partners to improve economics and onboarding new institutional relationships, materially improving both the quality and breadth of the Company's bank partner network in support of its long-term growth trajectory.\r\n\r\n* **Revenue Quality and Mix Improvement:** The fee revenue base, representing the highest-quality and most durable component of SRS's revenue, grew from a modest share of total revenue at entry to a meaningful portion in 2025, with the Loan Agency product contributing an entirely new and recurring fee stream and overall fee revenue growing materially year-over-year across the hold period.","Doubling Market Share, Expanding Globally: How SRS Acquiom Became a Category Leader",{"id":54,"alt":9,"caption":5,"assetUrl":5,"assetUrlXs":5,"assetUrlSm":5,"assetUrlMd":5,"assetUrlLg":5,"assetUrlXl":5,"assetUrlXxl":5,"width":5,"height":5},"134","SRS Acquiom is a provider of technology-enabled solutions to facilitate private market M&A transactions through a comprehensive platform of services, including shareholder representation, payment agency, foreign exchange, escrow administration, loan agency, and shareholder solicitation enabling corporate acquirers, private equity firms and venture capital firms to navigate the complex M&A deal execution process more efficiently. ","Denver, CO","November 2018",{"id":59,"alt":9,"caption":5,"assetUrl":5,"assetUrlXs":5,"assetUrlSm":5,"assetUrlMd":5,"assetUrlLg":5,"assetUrlXl":5,"assetUrlXxl":5,"width":5,"height":5},"133","http://www.srsacquiom.com",{"id":62,"alt":9,"caption":5,"assetUrl":5,"assetUrlXs":5,"assetUrlSm":5,"assetUrlMd":5,"assetUrlLg":5,"assetUrlXl":5,"assetUrlXxl":5,"width":5,"height":5},"885",{"assetUrl":5},[65,69,73,77],{"id":66,"title":67,"slug":68},"10","Lovell Minnick Announces Successful Close of Single Asset Continuation Vehicle for SRS Acquiom","lovell-minnick-announces-successful-close-of-single-asset-continuation-vehicle-for-srs-acquiom",{"id":70,"title":71,"slug":72},"170","RIA Intel: Mega-RIAs Are on the Prowl. But a Bad Deal Can Quickly Backfire on an Advisor","ria-intel-mega-rias-are-on-the-prowl-but-a-bad-deal-can-quickly-backfire-on-an-advisor",{"id":74,"title":75,"slug":76},"162","SRS Acquiom Adds to Board","srs-acquiom-adds-to-board",{"id":78,"title":79,"slug":80},"147","Lovell Minnick Partners Announces Majority Investment in SRS Acquiom","lovell-minnick-partners-announces-majority-investment-in-srs-acquiom",1778030261250]