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Specialized Escrow Accounts

Deposit accounts customized to hold and disburse third-party funds safely and efficiently


When you need the peace of mind

Whether you are an investment banker or transaction attorney working on an M&A deal, a corporate securities attorney working on a private placement, or an environmental attorney negotiating a remediation agreement, finding an escrow agent you can count on to know your transaction, act quickly, and be efficient is often difficult…..that is why…

We are here for you


  • Streamlined account opening
  • Local, dedicated customer service team
  • Competitive fees
  • Efficient document review and signing
  • Interest-bearing account options
  • User-friendly, read-only online access

Merger & Acquisition (M&A) holdbacks

  • Buyer good faith deposits
  • Indemnification escrow funds for reps & warranties
  • Purchase price or working capital adjustments
  • Pre-funded earn-out or employment agreements
  • Reps & warranty insurance premium escrows

Reg D / Private Placement Subscription

  • FINRA best-practice process for investor proceeds
  • Auto-notification of incoming wire proceeds
  • Monitoring of minimum offering amounts
  • Complimentary non-escrow for Issuer reserve cash
  • Full-FDIC insurance options for large dollar offerings

Environmental Remediation

  • Customizable escrow agreement negotiated
  • Interest-bearing account options
  • Efficient distribution to pay invoices

Situational Escrow Accounts

  • Legal settlement proceeds
  • Yacht or major equipment deposits
  • Pre-funded royalty or earn-out funds
  • Debt-service reserve accounts
  • CPACE loan proceeds