Mergers & Acquisitions

Streamline post-closing, settle faster.

Bring the administrative tasks associated with M&A post-closing and settlement online to help reduce costs and expedite settlement.

  • Our technology solution electronically delivers Letters of Transmittal, holding information and company disclosures to shareholders
  • Intuitive workflows guide shareholders through documentation associated with the settlement process, minimizing completion errors
  • Payments are administered through our broker-dealer affiliate as the designated paying agent*
  • Data and documents may be readily exported

 

Our technology solution helps you to settle M&A transactions efficiently and transparently. Your transaction environment includes a virtual data room in which you can share company disclosures and financial information with program participants, whether shareholders or selected outside investors.

The Traditional, Offline Process
The NASDAQ Private Market Advantage
Participant Onboarding

The Traditional, Offline Process

Fedex delivery of offering documents

The NASDAQ Private Market Advantage

A private, branded environment stores transaction documents and electronically delivers disclosure information

Data Accuracy

The Traditional, Offline Process

Manually review offering documents and resolve participant errors found in completed documentation

The NASDAQ Private Market Advantage

Parameters in connection with the offering are implemented, minimizing errors on executed documents

Monitoring & Support

The Traditional, Offline Process

Designate individual to field investor inquiries, ensure compliance and completion of all signatures and documents

The NASDAQ Private Market Advantage

Program support from a team of specialists. Company can monitor transaction activity in real-time through a dashboard

Settlement

The Traditional, Offline Process

Outsourcing to a third party agent

The NASDAQ Private Market Advantage

NASDAQ Private Market facilitates the completion of documents, records program data and delivers proceeds to participants.*

*Paying agent and administrative services in connection with transaction settlement are provided by The NASDAQ Private Market, LLC’s registered broker-dealer subsidiary, SMTX, LLC.