Corporate Actions & Escrows

For Issuers

Corporate Actions & Escrows

We’ll assist you as you complete your corporate actions, including escrow services, so the process is smooth, efficient and cost effective. We are experienced, knowledgeable and committed to your business, and we’re happy to help you navigate through this significant event.

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Corporate Actions Support

Customized for your company

We understand the full scope of your specific corporate action needs and are nimble to tailor our services. We’ll address these actions fully, quickly, and successfully. 

  • Mergers and Acquisitions 
  • Paying Agent   
  • Redemptions 
  • Tender and exchange offers 
  • Odd lots 
  • Forward/reverse splits 
  • Rights offers 
  • Subscriptions 
  • Dutch auctions 

Contact your Account Manager or to learn about how we can customize services for your company. 

Accurate Escrow Support

From compliance to tax reporting

We recognize the significance of establishing escrow accounts accurately and in accordance with contractual obligations. We’ll support you by reviewing the terms of your agreement, ensuring compliance, distributing shares, providing tax-related reporting, and more.

  • Experienced escrow administrators 
  • Prompt review of escrow agreement and opening account 
  • Escrow deposits held in segregated bank accounts at JPMorgan Chase
  • Tri-party escrow transactions  
  • Stock, cash and indemnity escrows 
  • Private placements, registered offerings 
  • SPAC escrow accounts for founder share positions 
  • Specialized M&A-related escrows 
  • Private sale transactions 
  • Crowdfunding 
  • Investment services 
  • Income tax reporting 
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Close-up of two people in suits shaking hands, symbolizing agreements or partnerships, potentially related to discussions on escrow services, corporate actions, and corporate escrow support.

Flawless Handling And Follow-Through

Accuracy is everything

Your corporate actions may carry significant implications for your shareholders, so it is important to handle these transactions correctly. Our knowledgeable experts will attend to every detail, ensuring accuracy for your company and shareholders. We also serve as an escrow agent, acting as a trusted, independent third party for the holding and dispersing of critical assets, all according to your contractual obligations. 

Helpful Resources

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Corporate Actions Product Sheet

Highly personalized, shoulder-to-shoulder approach.

We’re deeply engaged in applying our industry expertise to help shareholders of our clients thrive.