Trust & Loan Agency

Expertise in Supporting Sophisticated Transactions

Sophisticated transactions require expert support from a partner that operates globally, understands complex deal structures, and can adapt to current legal and regulatory requirements. CSC’s Global Financial Markets team provides a flexible suite of trust and agency services focused on the U.S. and European markets.

Our Services

Through Delaware Trust Company, our wholly owned subsidiary and fully regulated financial institution, we provide comprehensive corporate trust and agency services, including:

  • Acting as a trustee for:
    • Delaware statutory trusts
    • Indentures
    • Reinsurance trusts
    • Aircraft and other owner trusts
  • Acting as escrow agent, paying/disbursing agent, custodian, loan agent, and collateral agent for:
    • Mergers and acquisitions
    • Debt or equity capital raises
    • Liquidation and litigation trusts
    • Regulatory compliance

Our tenured team of legal and trust professionals take the time to understand the nuances of each deal and implement the right solution. Delaware Trust is a non-lending institution and a truly independent partner, free from conflicts of interest. This means we can step in at any time to help successfully complete our client’s transactions.

Fund Administration Outsourcing White Paper

As recent as two decades ago, few firms outside of the hedge fund market would have considered outsourcing fund administration. But as industry pressures have transformed this back-office function, outsourced fund administration has become a viable option for funds of every size and type, including venture, buyout, debt, real estate, SPVs, fund of funds, and more.

This white paper examines some of the top considerations informing the decision to outsource fund administration, provides key criteria to apply to the task of selecting a fund administrator, and provides a useful checklist for evaluating the capabilities and cultural fit of shortlisted fund administration partners.

White Paper: Fund Administration Outsourcing

Benefits of Outsourcing Private Capital Fund Administration

In the past decade, the private capital industry has changed—and grown—dramatically.

As the pace of change accelerates, a growing number of investment firms of every size and type are rethinking their back-office strategy…and turning to outsourced fund administration.

Featured Case Studies