Institutional Private Placements

Lucid Agency and Trustee Services is a trusted partner in the institutional and private placements market.

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 will 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.

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