The lifecycle of your M&A event will generally proceed through four phases. Click each section below for key objectives and brief video overviews of each phase:
Preparation Phase of Your M&A Transaction
A well-executed transaction is the result of careful planning. For your deal to proceed successfully, you need to know your shareholders and manage the messaging and/or voting process to reach the desired results. You also need to navigate compliance and conduct due diligence, including entity research and understanding potential unclaimed property liabilities. Computershare will help you prepare so you can proactively avoid any risk of disruption to your deal and make sure everything goes smoothly.
Announcement Phase of Your M&A Transaction
Communications and approvals need to go out to the applicable parties accurately and on time. From filings to financial advertising, with Computershare and Georgeson, you’ll be certain that your deal announcement is done right.
Execution Phase of Your M&A Transaction
Once your deal has been approved, you need a means to allow shareholders to participate in the transaction. Instructions should be straightforward so shareholders can provide the required responses. Our deal-specific welcome kits include easy to use templates to use for getting your transaction underway. You’ll also need to manage the appropriate merger and post-merger filings, and other compliance requirements such as setting up a registered agent.
Post-Transaction Phase of Your M&A Transaction
Once your event has concluded, attention turns to your unexchanged shareholders with assets at risk of being escheated by the states. In order to adhere to unclaimed property compliance requirements, you need a strategy to reunite these shareholders with their assets. You also need to consider how to tackle your ongoing corporate governance strategy.
Key objectives during the preparation phase include:
M&A transactions are vital but demanding for your company and management team. To achieve a successful outcome, you need a strong partner to assist with coordinating the various components of the deal. With Computershare and Georgeson, you can work with one partner on the key aspects of your M&A transaction, eliminating the need to coordinate with various vendors. Dive in to see why Computershare and Georgeson is the perfect team to support you through your next M&A corporate event.
Support for your M&A corporate events – from start to finish
Learn more about how Computershare and Georgeson can support your company across the lifecycle of your M&A corporate events.
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Preparation Phase
Announcement Phase
Execution Phase
Post-Transaction Phase
› Entity compliance analysis (UCC, lien and due diligence searches, and
pre-merger filings)
› Conducting unclaimed property due diligence
› Developing a strategy to gain shareholder participation and/or votes
› Preparing for shareholder engagement
› Efficient escrow arrangements for accurate and on-time deal completion
› Formulating a strategy for equity plan participant
› Shareholder communication efforts
› Proxy solicitation strategies to:
– Communicate with registered holders
– Communicate with banks and brokers
› Information agent services
Key objectives during the announcement phase include:
› Launching on time
› Filing the merger and post-merger filings (amendments, conversions,
cancellations, etc.)
› Setting up registered agent and annual compliance services
› Providing appropriate response options for shareholders (printed mail
and/or web portal)
› Receiving accurate reporting of transaction activity
Key objectives during the announcement phase include:
› Implementing ongoing corporate governance, entity management and
annual report compliance solutions
Key objectives during the announcement phase include:
› Determining accounts that are eligible for escheatment and filing the
required reports with all 55 reporting jurisdictions.
› Understanding state unclaimed property laws and regulations so you
can stay in compliance
› Reaching out to unexchanged shareholders to prompt them to
participate and fulfill due diligence requirements
Entity and M&A compliance
Unclaimed property
Shareholder participation
Escrow arrangements
Employee equity
Shareholder communications
Proxy
solicitation
Information
agent
Filing and compliance
Agent services
Digital solutions
Unexchanged shareholders
Unclaimed property
Entity and M&A compliance
Unclaimed property
Shareholder participation
Escrow arrangements
Employee equity
Escheatment
Corporate governance