Corporate Trust

Kaloca provides complete and independent escrow agent services for a variety of commercial transactions. Few organizations can match Kaloca combination of experience, dedicated resources, flexibility and independence, making us the 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. We have the expertise to administer all types of escrow arrangements, regardless of complexity, and ensure that these arrangements are seamlessly coordinated with the other services you require.

Our escrow services are typically required for the purposes of indemnification, performance or tax withholding in the context of mergers and acquisitions. They include, but are not limited to:

  1. Cash Escrow
  2. Securities Escrow
  3. Software Escrow
  4. Regulatory Escrow

Benefits of our Escrow Services

Escrow agent services provide investors and companies with a trusted neutral third party for a variety of different transactions in order to protect assets.

Kaloca offers clients a generous selection of trust, safekeeping and agency services, including bond trustee, registrar, paying agent, custodian and escrow agent services. Kaloca is a truly independent provider and is not affiliated with any bank or investment firm.

Whether in connection with a new transaction or as a replacement for an existing service provider, Kaloca stands ready to exceed your expectations in a variety of situations.

Kaloca offers clients corporate escrow agent services for a wide array of commercial structures and situations, each utilizing a distinct and customized approach to account management, technology and service:

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 for both public and private companies. Our core depositary services include acting as agent for an offer or plan of arrangement involving cash, securities or a combination as consideration. We will assist in coordinating the distribution of offer or meeting material, the processing of tenders, reporting, calculation and disbursement of consideration, and tax reporting.

How will you benefit?

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

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.

Specialized Agency Services

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

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