Veteran Financial Services Leaders Join Board as Independent Directors
Supports Continued Global Growth and Platform Expansion
SRS Acquiom, which provides a comprehensive platform to help manage merger and acquisition transactions and bilateral and syndicated loan facilities, announced that it has appointed two new independent directors, Sallie Krawcheck and Philip Vasan, to the company’s Board of Directors. Ms. Krawcheck and Mr. Vasan are deeply tenured financial services professionals who bring decades of leadership experience across public and private markets and complex transaction environments.
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Ms. Krawcheck is a prominent financial executive and entrepreneur. She is the co‑founder and former CEO of Ellevest, a digital‑first investment platform for women. Previously, she held senior leadership roles across global financial institutions, including serving as CEO of Merrill Lynch Wealth Management, Smith Barney, U.S. Trust, the Citi Private Bank, and Sanford C. Bernstein. She also served as Chief Financial Officer of Citigroup. Earlier in her career, Ms. Krawcheck was a top‑ranked equities research analyst covering the securities industry and is widely recognized for her leadership in financial services and advocacy for greater inclusion in investing.
Mr. Vasan was a Managing Director at BlackRock, where he served in senior roles across the firm including as Head of BlackRock Hedge Funds, Global Co‑Head of Fundamental Equities, Global Head of Lending, Liquidity and Financing and Head of Investments and Portfolio Solutions for U.S. Wealth Advisory. Prior to joining BlackRock, Mr. Vasan held global leadership positions at Credit Suisse, including CEO of Private Banking in the Americas, Head of Equity Derivatives, Head of Prime Services, and Head of Global Foreign Exchange. He also served as a visiting lecturer in Finance at the MIT Sloan School of Management and Adjunct Professor of Finance at the NYU Stern School of Business.
“We are pleased to welcome Sallie and Phil to the SRS Acquiom Board,” said Paul Koenig, CEO of SRS Acquiom. “Sallie brings deep experience in building and scaling financial and fintech businesses, while Phil brings global markets and investment expertise across asset classes and platforms. Their combined perspectives will support our continued growth and commitment to delivering best-in-class service to our M&A and loan agency clients.”
“I am happy to join SRS Acquiom’s Board as the company continues to scale across North America and Europe,” said Ms. Krawcheck. “I’ve spent my career focused on strengthening trust, transparency, and service in financial markets, and SRS Acquiom’s role in simplifying complex deal processes directly supports those goals. I look forward to working alongside the rest of the Board and the broader leadership team to help guide the company’s strategic direction in the years ahead.”
“SRS Acquiom has established itself as a first mover with a differentiated platform supporting M&A and loan agency transactions and becoming a fundamental component of the broader industry,” said Mr. Vasan. “The company’s deep market expertise, technology‑enabled solutions, and focus on execution and client service position it to meet growing global demand for independent M&A and loan agency services. I’m excited to join an experienced group of directors as the company continues to grow on a global scale.”
The additions to SRS Acquiom’s Board build on a pivotal period of growth for the Company, following the expansion of its M&A and Loan Agency services into Europe. Today, SRS Acquiom has more than 350 professionals across offices in the United States, London, and Amsterdam.
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