About SRS Acquiom
SRS Acquiom is a Financial Services company based in San Francisco (United States) founded in 2007 by Paul Koenig and Jason Mendelson, and was acquired by Lovell Minnick Partners in November 2018. MA advisory firm focused on multiple sectors. SRS Acquiom has raised $6 million across 1 funding round from investors including Lovell Minnick Partners, Top Tier Capital Partners and Revolution. The company has 146 employees. Its chief executive, as recorded, is Paul Koenig. Its website srsacquiom.com draws about 70 thousand monthly visits. SRS Acquiom offers products and services including M&A Diligence and Loan Agency. Its focus areas include Investment Industry, Investment Banks and IBs. Its legal entity is SRS Acquiom Inc.
Company details
SRS Acquiom was founded in 2007 and is headquartered in San Francisco, United States. Advisory services in mergers and acquisitions are offered to clients across various sectors. Operations focus on transaction support, due diligence, and post-merger integration. The firm is led by co-founders and a team of directors and senior directors. Coverage extends to domestic and international deals within the financial services landscape.
- Headquarters San Francisco, United States
- Employees 146
- Founders Paul Koenig, Jason Mendelson
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Website srsacquiom.com
- Social LinkedIn X
- Acquired by Lovell Minnick Partners (Nov 2018)
- Legal Name Srs Acquiom Inc
- Total Equity Funding$6M (USD)
in 1 rounds
- Latest Funding Round$6M (USD), Series A
Aug 2014
- InvestorsLovell Minnick Partners
& 2 more
- Employee Count146
- Acquired byLovell Minnick Partners
(Nov 2018)
Products & Services of SRS Acquiom
SRS Acquiom offers a comprehensive portfolio of products and services, including M&A Diligence and Loan Agency.
M&A diligence services are provided to streamline document management and sharing in transactions.
Loan agency services are offered to address challenges in administrative and collateral agent roles.
Funding Insights of SRS Acquiom
SRS Acquiom has successfully raised a total of $6M through 1 strategic funding round. The most recent funding activity was a Series A round of $6 million completed in August 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $6M
- Total Rounds 1
- Last Round Series A — $6M
- First Round $6M
(Aug 2014)
All 1 funding rounds of SRS Acquiom with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2014 | $6M | Series A | – | – | – |
3 investors in total: 3 institutional.
Investors in SRS Acquiom
SRS Acquiom has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Lovell Minnick Partners, Top Tier Capital Partners and Revolution.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are focused on America and Europe. | 1999 | lmpartners.com | Radnor, United States | |
Revolution is recognized as a D.C.-based investment firm. | revolution.com | Washington, Dc, United States | ||
Diversified investment management firm | 1999 | ttcp.com | San Francisco, United States |
Investor details for SRS Acquiom
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People of SRS Acquiom
77 people are tracked at SRS Acquiom (70 in leadership, 7 in team); the tracked headcount is 146.
| Name | Role | Group |
|---|---|---|
Paul Koenig | Co-Founder & CEO | Leadership |
Jason Mendelson | Co-Founder | Leadership |
Caspar Huith | Managing Director | Leadership |
Justin Davis | Associate Director | Leadership |
Seth Rabe | Director | Leadership |
Shon McCraw Davis | Director | Leadership |
Paul Eastwood | Senior Director | Leadership |
Lisa Schutz | Director | Leadership |
Brandon Wilson | Director | Leadership |
Stacey Smith | Senior Director | Leadership |
Ruth Mackey | Director, Shareholder Advisory | Leadership |
Janelle Dixon | Director, Shareholder Advisory | Leadership |
Elisheva Paton | Senior Director, Shareholder Advisory & Business Development, Israel | Leadership |
Kelly Nugent | Director, Shareholder Advisory | Leadership |
Adam Woodworth | Chief Technology Officer | Leadership |
Nicole Callahan | Chief Marketing Officer | Leadership |
Lon Leclair | President & COO | Leadership |
Susan Milberger | Executive Director, Operations | Leadership |
Radha Subramanian | Deputy General Counsel & Executive Director | Leadership |
Veronica Colón | Senior Director, Loan Agency Relationship Manager | Leadership |
57 more people are available in the full profile.
Complete people profiles for SRS Acquiom
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of SRS Acquiom
3 dated milestones of SRS Acquiom across 11 years, from founding to its latest funding, stage changes and deals.
- Founded SRS Acquiom is founded.
- Funding First funding round of $6.0M.
- Exit Acquired by Lovell Minnick Partners.
Web traffic of SRS Acquiom
The website of SRS Acquiom (srsacquiom.com) receives about 69.9K visits a month.
- Monthly visits69.9K
▲ 10.5% vs previous month
Websites whose visitors overlap most with SRS Acquiom. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
generational.com | generational.com | 100% | #1,096,600 | – | |
| midaxo.com | 100% | 10.3K | #2,240,667 | View details | |
| imap.com | 99% | 52.5K | #646,272 | View details | |
benchmarkintl.com | benchmarkintl.com | 96% | #889,818 | – | |
mcleanllc.com | mcleanllc.com | 93% | #3,335,320 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for SRS Acquiom
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- Audience overlap
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Verified entity values are shown only after access is granted.
Top companies in Investment Banks
3 companies that operate in the same segment as SRS Acquiom (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Srs Acquiom
Complete news archive for SRS Acquiom
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Frequently Asked Questions about SRS Acquiom
SRS Acquiom was founded in 2007 and raised its 1st funding round 7 years after it was founded.
SRS Acquiom is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Paul Koenig is the CEO of SRS Acquiom, as recorded in our data. They have also founded this company.
SRS Acquiom is a funded company, having raised a total of $6M across 1 funding round to date. The company's 1st funding round was a Series A of $6M, raised on Aug 2014.
SRS Acquiom has 146 employees.
SRS Acquiom was founded in 2007 and is headquartered in San Francisco, United States. Advisory services in mergers and acquisitions are offered to clients across various sectors. Operations focus on transaction support, due diligence, and post-merger integration. The firm is led by co-founders and a team of directors and senior directors. Coverage extends to domestic and international deals within the financial services landscape.
SRS Acquiom offers M&A Diligence and Loan Agency.
SRS Acquiom has 3 investors. Key investors include Lovell Minnick Partners, Top Tier Capital Partners, and Revolution.
SRS Acquiom operates through Srs Acquiom Inc.
Yes. SRS Acquiom was acquired by Lovell Minnick Partners in November 2018.