SRS Acquiom, the Denver-based platform providing M&A transaction administration and bilateral and syndicated loan agency services, has appointed Sallie Krawcheck and Philip Vasan as independent directors to its board. The additions come as the company scales its platform across North America and Europe.
Ms. Krawcheck is co-founder and former chief executive of Ellevest, a digital investment platform, and previously held senior leadership roles at Merrill Lynch Wealth Management, Smith Barney, U.S. Trust, Citi Private Bank, and Sanford C. Bernstein. Mr. Vasan is co-head of fundamental equity investing at BlackRock and has previously served as CEO of the Credit Suisse Private Bank in the Americas, as well as global head of lending and liquidity at BlackRock.
SRS Acquiom was founded in 2007 by Paul Koenig, who serves as CEO, and provides escrow, paying agent, shareholder representation, and loan agency services to support mergers and acquisitions and syndicated lending transactions. Lovell Minnick acquired a majority stake in the company in 2018 and closed a single-asset continuation vehicle for the company in January 2026, with Carlyle AlpInvest as the lead investor.
