AXA and SRS Acquiom host forum to discuss M&A trends

Industry experts to discuss how politics, regulation and technology are impacting the economy and M&A deals

Media Contacts:

Colleen McGroarty
(212) 314-2485

September 8, 2016

NEW YORK — AXA Equitable, a leading financial protection company, and SRS Acquiom, a pioneer in post-closing M&A services, will be hosting an event for M&A professionals to discuss the biggest trends within the deal making community. The forum, titled “Global Forces Impacting M&A: Industry Leaders Discuss Top Economic and Political Issues,” will be held in New York City, 3:00 p.m., Wednesday, Sept. 14, 2016.

The diverse panel consists of political insider, Ron Klain (former Chief of Staff for Vice Presidents Biden and Gore), financial expert Heidi Miller (Chair of HSBC North America Holdings Inc.) and investment maven Seth Masters (Chief Investment Officer of Bernstein). They will offer dynamic perspectives on how election year complexities will impact the markets as well as future deal flow and terms. Other topics of interest include how Brexit, legal and FinTech disruption, valuations in flux, and global conflict are impacting the macro economy, banks/financial institutions, and M&A transactions. Request an invitation to the event by sending an email to this email address.

After a record breaking $3.8 trillion in acquisitions last year1, the global M&A space finds itself in a unique climate of geopolitical and technological transition. How these influencing variables affect the industry in 2016 and beyond will be a topic of interest to all parties involved.

AXA’s Institutional Savings Business

AXA Equitable entered the M&A transaction space in 2015 when it collaborated with SRS Acquiom to launch Escrow Shield PlusTM, an innovative investment alternative for escrow accounts designed exclusively for M&A. Built to unlock transaction value and navigate a changing regulatory landscape, Escrow Shield PlusTM is the inaugural product of the newly formed Institutional Savings business. For more information about Escrow Shield PlusTM, click here.

About SRS Acquiom

SRS Acquiom is a single-source platform of innovative products and professional services needed to get M&A deals done. Founded in 2007 to pioneer professional representation and solve a pain point felt by individual shareholder representatives, SRS Acquiom’s offerings now solve other M&A pain points. Escrow options avoid the impacts of strict new regulations and offer compelling benefits not available anywhere else. Payments administration services use an intuitive online system to collect shareholder information and can pay all payees in a transaction, including those receiving taxable compensation.

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About AXA

“AXA” is a brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: Jersey City, NJ), AXA Advisors, LLC, and AXA Distributors, LLC. In business since 1859, AXA Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insurance and annuity products distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC (member FINRA, SIPC).

AXA S.A. (also referred to as “AXA Group”) is a Paris-headquartered holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC companies. AXA S.A. is a worldwide leader in financial protection strategies and wealth management with 103 million clients in 64 countries as of Dec. 31, 2015. AXA S.A. has been ranked the No. 1 insurance brand in the world by Interbrand for seven consecutive years as of Oct. 5, 2015.

The obligations of AXA Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims-paying ability. Find AXA on FacebookTwitter and LinkedIn. For more information, visit

1. Source: “2015 Was Best-Ever Year for M&A; This Year Looks Good Too.” Bloomberg. Bagigorri, Manuel. (Jan. 5, 2016). 

Escrow Shield Plus is a funding agreement issued by AXA Equitable Life Insurance Company (NY, NY).

Securities offered through Acquiom Financial LLC, an affiliate broker-dealer of SRS Acquiom LLC and member FINRA/SIPC. Escrow Shield Plus is not available in all states. Acquiom Financial does not make recommendations, provide investment advice, or determine suitability of any security for any particular person or entity. AXA Equitable and its affiliated companies are not affiliated with Acquiom Financial LLC.

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