Escrow & Trustee services

We specialize in delivering Escrow and Trustee services for commercial transactions, offering a comprehensive range of services to meet the diverse needs of our clients. Our services include:

  • Collateral Agent Service: we facilitate secure commercial real estate transactions, ensuring all parties’ interests are protected and transactions proceed smoothly.
  • Escrow Agent Service: for M&A holdbacks, indemnification escrows, subscription offerings, 363 bankruptcy sales, intellectual property transactions, and other specialized escrow services. Our role is pivotal in managing and safeguarding the assets and funds involved, providing peace of mind to all parties.
  • Paying and Disbursing Agent Service: we handle the distribution of merger considerations, reorganizations, and liquidations efficiently and accurately, ensuring all stakeholders receive their entitled disbursements without delay.
  • Qualified Custodian Service: we offer secure custody services, maintaining the safety and integrity of your financial assets in compliance with regulatory standards.
  • Exchange and Tender Agent Service: overseeing the process of exchanging or tendering securities in various corporate actions, ensuring the process is conducted fairly and transparently for all involved.

Our comprehensive suite of services is designed to support the complex needs of today’s financial and real estate markets, providing expert guidance and execution in critical roles to facilitate your transactions.

Contact us to schedule your complimentary consultation.

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