Escrow Best Practice Guide 2025
In today’s complex deal environment, the role of the escrow agent has never been more critical.
Our latest guide examines how escrow and paying agents contribute to the successful execution of cross-border transactions. From navigating regulatory obligations to supporting efficient closings, this resource outlines practical steps legal, finance, and deal teams can take to help safeguard outcomes and reduce friction.
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Overview
Escrow and paying agents play a key role in executing transactions with accuracy and accountability. Whether supporting M&A, litigation, capital raising, or restructuring, they help manage fund flows, align stakeholders, and ensure compliance across jurisdictions.
This guide offers a practical framework for working with escrow agents—delivering clarity around timing, documentation, and execution requirements.
Key highlights from the guide:
When to engage an escrow or paying agent
What documentation and onboarding information to prepare
How to meet Know Your Customer (KYC) and compliance requirements
Strategies to avoid common transaction delays
The importance of clear communication and role definition