Institutional Private Placements

Kroll's Agency and Trustee Services is a trusted partner in the institutional and private placements market.

Contact Us
/en/services/agency-and-trustee-services/market-sector/institutional-private-placements /-/media/kroll-business-services/services/institutional-private-placements-desktop-banner.jpg service

We focus on providing escrow agent, note and security trustee, calculation agent, registrar and paying agency services to clients and advisors structuring privately placed loan and/or note transactions. Leveraging our deep relationships with legal counsel, advisors, institutional investors and credit funds, coupled with our reputation for speed of execution, we provide the following services:

  • Fee Proposal
    We provide committed fees on the same day of inquiry, and always within a 24-hour timeframe.
  • Immediate Dedicated Team Allocation
    Upon engagement, we assign dedicated transaction execution and KYC/onboarding staff to your engagement to begin work immediately.
  • Finance Documentation Review
    Working together with legal counsel, our assigned transaction manager will review and comment on all finance documentation within the agreed timeframe. Our review is focused on the trustee and agency functions and operational aspects, ensuring our comments are focused and commercial in nature.
  • Pre-closing Escrow
    If preferred by the investors, we can quickly establish a pre-closing escrow facility to ensure early closing funds flow can take place.
 

Our Agency and Trustee Services Team is Available to Support Your Needs

We understand the importance of choosing the right trustee and agency provider and are confident in our ability to execute seamlessly, process KYC information efficiently and quickly establish the documentation and provisions covering our duties commercially and in line with the prescribed deal timetable. Contact us today to request a quote.

Related Team

Connect with us

Emma Hamley
Emma Hamley
Managing Director
Agency and Trustee Services
London
Phone
John Traynor
John Traynor
Managing Director
Agency and Trustee Services
London
Phone
Paul Barton
Paul Barton
Managing Director
Agency and Trustee Services
London
Phone

See all servicesStay Ahead with Kroll

Valuation

Valuation of businesses, assets and alternative investments for financial reporting, tax and other purposes.

Compliance and Regulation

End-to-end governance, advisory and monitorship solutions to detect, mitigate and remediate security, legal, compliance and regulatory risk.

Corporate Finance and Restructuring

Comprehensive investment banking, corporate finance, restructuring and insolvency services to investors, asset managers, companies and lenders.

Cyber Risk

Incident response, digital forensics, breach notification, managed detection services, penetration testing, cyber assessments and advisory.

Environmental, Social and Governance

Advisory and technology solutions, including policies and procedures, screening and due diligence, disclosures and reporting and investigations, value creation, and monitoring.

Investigations and Disputes

World-wide expert services and tech-enabled advisory through all stages of diligence, forensic investigation, litigation and testimony.

Business Services

Expert provider of complex administrative solutions for capital events globally. Our services include claims and noticing administration, debt restructuring and liability management services, agency and trustee services and more.