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