Escrow and Specialized Agency Services

ESCROW AND SPECIALIZED AGENCY SERVICES

Mitigating risk is important when looking for a partner to safeguard your assets. For more than 20 years, Delaware Trust has been providing Escrow and Specialized Agency services for commercial transactions. And, because we are not affiliated with a lending institution, we're truly independent of conflicts of interest.

We provide a wide breadth of Escrow and Specialized Agency services, including:

  • Collateral agent

  • Escrow agent for M&A holdbacks, indemnification escrows, subscription offerings, 363 bankruptcy sales, intellectual property, and other bespoke escrows

  • Paying and disbursing agent for merger consideration, reorganizations and liquidations

  • Qualified custodian

  • Exchange and tender agent

  • Project finance

PRIMARY CONTACTS

Edward Morelli

Edward Morelli

Senior Managing Director

New York

James Grier

James Grier

Senior Transaction Manager

Delaware

Steve Giurlando

Steve Giurlando

Head of Business Development

Delaware

As the provider of choice for leading law firms, our Escrow Administration team works closely with all parties to finalize the escrow agreement whether it's your form or ours. We offer the flexibility of institution money market funds (with same day liquidity) and provide custom solutions from the simplest to the most complex arrangements.

WHAT MAKES US UNIQUE

Net Promoter Score
World-class service ranking

1,000+ agency appointments

$230B assets under custody

When your client needs an escrow agent … it's how quickly we can close a massive transaction with confidence. Delaware Trust … promised they could close within a day and they did.

Tim Zerillo, Zerillo Law Firm, LLC

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