M&A Escrow and Cash Management

A Joint Service from

MCM Wealth and UMB Bank

Independence | Yield Enhancement | Customization

UMB Bank

M&A Escrow

An 111-year-old, $65B multi-regional bank offering M&A escrow services for 75+ years

MCM Wealth

Cash Management

A 27-year-old wealth management firm offering cash management, legacy planning, & business owner exiting services

Cash-Management Options

1

UMB Demand Deposit Account

Daily liquidity, FDIC insured, & market-rate interest

2

Treasury Securities

Customized, laddered treasuries backed by the U.S. government

3

Municipal Bonds

Ultra-short duration, 2,500 position, $2.6B, federally tax-advantaged ETF

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