Corporate trust & escrow services

Independent trust, safekeeping and escrow agent services

Wygant Ltd offers a generous selection of trust, safekeeping and agency services — including bond trustee, registrar, paying agent, custodian and escrow agent roles — as a truly independent provider with no affiliation to any bank or investment firm.

A. Escrow services

Complete, independent escrow agent services

Wygant Ltd provides complete and independent escrow agent services for a variety of commercial transactions. Few organizations can match our combination of experience, dedicated resources, flexibility and independence — making us a first choice of leading law firms, investment banks and other arrangers of commercial transactions.

We remain a trustworthy and independent agent, offering third-party escrow services and solutions to both public and private companies, including Special Purpose Acquisition Corporations (SPACs). As an escrow agent, we hold cash, securities, documents and other assets in line with your contractual obligations, and we have the expertise to administer escrow arrangements of any complexity in coordination with the other services you require.

Escrow types we administer

Cash escrow — funds held pending satisfaction of agreed conditions.
Securities escrow — shares, notes or other instruments held in safekeeping.
Software escrow — source code and related materials released on defined triggers.
Regulatory escrow — assets held to satisfy regulatory or licensing requirements.

Common uses across a transaction lifecycle

Our escrow services are typically required for indemnification, performance or tax withholding in the context of mergers and acquisitions, and extend to:

Intellectual property & domain name escrows
Mergers & acquisitions, earn-out and holdback provisions
Golden handcuff and good faith deposit provisions
Indemnification provisions and purchase price adjustments
Environmental and litigation settlement escrows
Reinsurance trust, reorganization & liquidation escrows
Software / source code escrows and subscription escrows
Private placement stock offerings

Benefits

Why clients choose Wygant Ltd as escrow agent

Escrow agent services provide investors and companies with a trusted, neutral third party for a variety of transactions in order to protect assets. Wygant Ltd is a truly independent provider and is not affiliated with any bank or investment firm — whether you're starting a new transaction or replacing an existing service provider, we're ready to exceed your expectations.

Depositary & exchange

Depositary & exchange agent services

Serving public and private companies, our team focuses on the details, providing prompt, accurate and personalized service. We provide depositary and exchange agent services on domestic and cross-border transactions, acting as agent for an offer or plan of arrangement involving cash, securities, or a combination as consideration. We assist in coordinating the distribution of offer or meeting material, the processing of tenders, reporting, calculation and disbursement of consideration, and tax reporting.

Our industry expertise means we understand the structure of your transaction as well as its funds-flow requirements.

B. Corporate trust & agency

Trustee, debt and specialized agency services

Voting & exchange trustee services

We act as trustee under voting and exchange trust agreements, administering the rights of beneficial holders in accordance with agreement terms.

Debt trusteeship services

We act as an indenture trustee for all types of debt instruments. As debt trustee, we act as registrar, distribute interest and redemption payments, and prepare tax reporting. Our in-house document review helps reduce your expenses and saves you time. We serve:

Secured and unsecured corporate debt issues
Convertible debt
Medium-term notes
Government issues, including public-private partnerships (P3)
Eurobonds
Intermediary and withholding agent services for cross-border tax reporting

Specialized agency services

In addition to customized corporate trust and escrow agent services, Wygant Ltd provides a wide array of specialized agency services:

Collateral agent — when a secured lending transaction has multiple creditors, we can serve as the secured party on UCC financing statements and take action as directed in the event a borrower defaults.
Disbursing & paying agent — we can serve as a third-party agent to disburse funds to shareholders in connection with the sale of a closely held private company, or to creditors under a company liquidation.
Dodd-Frank custody services — the SEC Custody Rule requires registered advisors to hold client securities with a qualified custodian, a role Wygant Ltd fulfills; we also provide account statements and assist with independent third-party audits.
General custody services — we serve as a third-party custodian for a range of other purposes, providing transparency and comfort to investors and protecting assets from damage or loss.