Monica May-Dunn Talks Escrow Strategy on Mergers She Wrote

What really happens between LOI and closing? On the Mergers She Wrote podcast, AEF CEO Monica May-Dunn joined attorney and host Paloma Goggins to reveal the mechanics of high-stakes transactions and the escrow strategy that supports them.

From earnest deposits and clean documentation to holdbacks and complex funds flow, Monica shared the practical steps that keep deals on track. She offered insights from decades of experience navigating both small business sales and large, multi-party M&A deals.

“Precision and neutrality are everything,” Monica said. “When trust breaks down, escrow keeps the deal intact.”

Highlights from this Mergers & Acquisitions Podcast include:

• Why clearly defined LOIs and earnest deposits are essential

• How escrow ensures fair handling of seller financing and disputed funds

• The unique complexities in commercial transactions like ranches, water rights, and city leaseholds

• The importance of entity documents, timely communication, and landlord cooperation

• How funds flow statements offer clarity and build trust during closings

Monica also shared her own journey acquiring Arizona Escrow during the pandemic. She emphasized how persistence and long-term vision are critical in navigating uncertainty.

“My vision was bigger than my fear,” Monica said. “Going through that process first hand helps me relate to every buyer and seller we serve.”

Click the video below to listen to the full episode.