Epiq Escrow and Paying Agent Solution
Close M&A transactions with confidence and deliver a seamless experience for buyers, sellers, and the deal team.
Reduce administrative burden and execution risk with secure escrow and paying agent services. Ensure accurate, compliant fund distributions with specialized transaction expertise, seamless onboarding, and real-time visibility.
Safeguard transaction funds
Reduce
administrative effort
Maintain
visibility
Accelerate
timelines
Key Features
- Safeguard transaction funds with secure escrow administration through segregated accounts at established financial institutions.
- Support complex transaction structures through escrow and paying agent services for M&A, tender offers, asset sales, and other financial events.
- Ensure payment accuracy by coordinating document collection, ownership verification, and fund distributions through a single service provider.
- Simplify global transaction payments with multicurrency support for securityholders, debt holders, and transaction-related expenses.
- Support accurate, compliant fund distributions with integrated tax withholding and reporting services.
- Reduce administrative effort with digital workflows that streamline document collection, payment instructions, and transaction processing.
- Improve the holder experience through a secure self-service portal for submitting documents, providing payment instructions, and tracking payment status.
- Accelerate transaction readiness with electronic document execution and digital submission processes that eliminate printing, mailing, and manual follow-up.
- Increase stakeholder adoption with intuitive online workflows that simplify participation for securityholders, debt holders, and other transaction parties.
- Maintain visibility into transaction progress through real-time dashboards that track document collection, payment activity, and holder status.
- Keep deal teams informed with on-demand reporting for escrow balances, fund distributions, and transaction activity.
- Improve decision-making with centralized access to transaction data, participant activity, and payment status throughout the transaction lifecycle.
- Reduce uncertainty for buyers, sellers, advisors, and other stakeholders through transparent tracking and reporting from onboarding through final distribution.
- Accelerate transaction timelines with same-day account setup and next-day wire capabilities when timing is critical.
- Reduce onboarding delays through streamlined agreements, simplified verification processes, and coordinated transaction support.
- Keep deals on track with scalable workflows designed to support both planned transactions and compressed closing schedules.
- Minimize administrative complexity by consolidating document collection, payment execution, reporting, and investor communications through a single provider.
1500
successful transactions
95%
of Am Law 100 firms
Specialized
escrow and paying agent teams
Same-day
account setup and next-day wire
Global
transaction and multicurrency payments
Simplify transaction execution through a single provider that combines escrow administration, payment processing, document collection, ownership verification, reporting, and tax support.
Frequently Asked Questions
Merger escrow and paying agent services provide independent administration of transaction funds and shareholder payouts. They support key transaction activities before and after closing, helping manage funds, shareholder distributions, documentation requirements, and other payment-related responsibilities.
An M&A escrow agent acts as a neutral third party that holds and administers funds according to the terms of a merger or acquisition agreement. Escrow agents manage deposits, holdbacks, indemnification funds, contingent payments, and other transaction-related funds until specified conditions are met.
Paying agents coordinate the process of distributing transaction proceeds to shareholders following a merger or acquisition. They collect and validate required documentation, maintain transaction records, facilitate payment processing, and manage administrative activities associated with shareholder distributions.
Corporate M&A escrow accounts hold transaction funds until specific terms and conditions are satisfied. By releasing funds according to the transaction agreement, escrow accounts help support indemnification obligations, contingent payments, and the secure release of funds to the correct parties based on approved transaction terms.
