Pre-Closing Document Solicitation
Pre-Closing Document Solicitation
Close with confidence with Western Alliance Bank’s M&A Escrow and Paying Agent services to experience seamless document execution that will accelerate closings and eliminate document chaos. The result: a better experience for every stakeholder.
Comprehensive Document Collection & Execution
We manage the full lifecycle of all closing documents — pre-population, solicitation, execution and tracking — in any format required.
Use Cases Include:
- Information statements and stockholder consents
- 280G vote solicitations
- Accredited investor questionnaires
- Option termination agreements
- Joinders or deal-specific documents related to a wide variety of securityholders
Smart Solicitation Flows
- Run single or multi-step workflows
- Tailored experience based on security type
- Built-in logic asks the right questions to display the right docs to the right securityholders
Real-Time Access & Tabulation for Deal Teams
- 24/7 secure portal access
- Full visibility into securityholder status (e.g., logged in, executed)
- Real-time tabulation of voting power and progress toward thresholds
Save Time, Reduce Costs
Pre-populated documents mean:
- No manual markup
- No missing information
- No “Is this complete?” back-and-forth
- Reduced time on legal review = reduced external counsel fees
Why Western Alliance Bank?
You get more than a paying agent. You get:
- Expert support from a bank that understands complex deal mechanics
- An intuitive payment and reporting platform
- A deal partner focused on accuracy, execution and who works on your timeline
Reach a Banker
Contact Our Business Escrow Services Team