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SRS Acquiom

acquired by Lovell Minnick Partners

Denver, US · Founded 2013 · 377 employees on LinkedIn · 3 known investors

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SRS Acquiom provides shareholder representation, M&A payment administration, shareholder solicitation, and loan agency services for private-target mergers and acquisitions and loan transactions. It serves dealmakers in the M&A market, with operations in the US and, as of 2025, Europe and the UK.

Enterprise SoftwareFintechLegalTech

Founders & leadership

SRS Acquiom was founded in 2013 by Mark B. Vogel.

MBMark B. Vogel
Mark B. VogelCo-Founder and Executive Chairman
PKPaul Koenig
Paul KoenigChief Executive OfficerPreviously he was a partner at law firm Koenig & Oelsner and held roles at Latham & Watkins and Cooley LLP, where he advised on M&A transactions, financings, and corporate compliance matters.
LLLon LeClair
Lon LeClairPresident and Chief Operating Officer
BSBill Shepherd
Bill ShepherdChief Financial OfficerChief Financial Officer of SRS Acquiom, which provides shareholder representation, M&A payment administration, and related services for private-target mergers and acquisitions.
NCNicole Callahan
Nicole CallahanChief Marketing OfficerChief Marketing Officer at SRS Acquiom, a provider of shareholder representation and M&A payment administration services for private-target dealmaking. Nicole brings B2C and B2B marketing experience across brand strategy, demand generation, and go-to-market planning.
AWAdam Woodworth
Adam WoodworthChief Technology Officer
SASean Arend
Sean ArendGeneral Counsel & Managing DirectorGeneral Counsel and Managing Director of SRS Acquiom, which provides shareholder representation, M&A payment administration, and related services for private mergers and acquisitions. Arend brings experience in legal management for growth-focused companies.

Investors · 3

Norwest Venture Partnerslisted by Norwest Venture PartnersMenlo Park · $10M – $30M

How we know: norwest.com · Not right? Tell us

Revolutionlisted by RevolutionWashington, D.C. · $100K – $1M

How we know: Revolution's portfolio page · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$6M disclosed across 1 round · 2014

▶$6MraisedAug 2014 · 1 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Mark B. VogelExecutive Officer, Director, Promoter
  • Paul W. KoenigExecutive Officer, Director, Promoter
Offering amount
$6M
Amount sold
$6M
First sale
Aug 2014
Incorporated
Limited Liability Company, Delaware, 2013
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

What does SRS Acquiom do?
SRS Acquiom provides shareholder representation, M&A payment administration, shareholder solicitation, and loan agency services for private-target mergers and acquisitions and loan transactions. It serves dealmakers in the M&A market, with operations in the US and, as of 2025, Europe and the UK.
Who founded SRS Acquiom?
SRS Acquiom was founded by Mark B. Vogel in 2013.
Who are SRS Acquiom's investors?
SRS Acquiom's investors include Lovell Minnick, Norwest Venture Partners, Revolution.
How much funding has SRS Acquiom raised?
SRS Acquiom has disclosed $6M raised across 1 round.
Who acquired SRS Acquiom?
SRS Acquiom was acquired by Lovell Minnick Partners.
Where is SRS Acquiom headquartered?
SRS Acquiom is headquartered in Denver, US.