Cabrillo Shareholder Representation Advantage
Why simply hire an administrator as your shareholder rep? As trusted advisors on complex M&A, valuation and legal matters for more than a decade, Cabrillo Advisors’ team brings to bear highly refined analytic capabilities along with sophisticated legal perspective in service to you as the shareholder.
In addition to general escrow claims, we understand that a significant number of claims made post-closing are generated through a working capital adjustment. As a result, Cabrillo works with our clients in advance of closing to analyze and project the company's working capital at closing to reduce working capital adjustments and maximize the deal proceeds paid to our clients.
Cabrillo’s team is experienced in handling all elements of the closing, from review of purchase agreement language related to the shareholder representative role, negotiating the holdback amount and managing claims and reporting functions until your money is returned to you and your investors. Rest assured, Cabrillo’s team will fight for your interests as if they were our own.
To be most impactful, please consider involving us early in the process to ensure maximum impact crafting an aggressive but analytically supportable holdback amount.
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