# M&A Paying Agent & Escrow in Israel | Psagot Equity

> Independent paying agent and escrow for Israeli-related M&A. Israeli tax and regulation handled for domestic and foreign clients. Every seller paid through PEaX.

Canonical: https://psagotequity.co.il/ma-paying-agent-israel

## M&A paying agent and escrow, native to Israeli law.

An independent third party between the buyer and the sellers. Funds move when closing conditions are met, and only then. Paying agent, escrow, sub-agent and tax holds under one mandate. We know the local tax and regulatory terrain and we run it for you, whether you sit in Tel Aviv or abroad: withholding, ITA approvals, FATCA, regulatory holds. Every seller is paid through PEaX, and everything the deal needs from the parties is collected there too: signatures on the deal documents, KYC, banking details, tax and withholding-exemption forms.

[Talk to an expert](https://psagotequity.co.il/contact)

### One mandate across the whole deal.

#### Independent third party

Funds move when conditions are met. Not because someone called.

The global escrow market was built on independence: unconflicted agents to ensure execution. We run the same model under Israeli law. A non-bank paying agent with no stake in either side, releasing funds only against documented closing conditions.

- A neutral party with no conflicting commercial interest on either side

- Releases checked against the signed documents

- Independence preserved at every escrow release

#### One mandate, whole deal

Paying agent, escrow, sub-agent, tax holds. One provider.

Deals leak where providers hand off: on timing, on reporting, on responsibility. With us every role lives in the same house, on the same platform, so one team is accountable from signing to final release.

- Paying agent, escrow and sub-agent under one engagement

- ITA withholding and regulatory holds managed in the same account

- One point of accountability from signing to final release

#### Built for deal counsel

Your SPA, our paperwork, fast.

Lawyers choose the paying agent, and they choose the one that won’t slow the deal. Our agreements are standard and quick to mark up, comments come back fast, and we work inside the structure you negotiated. We work routinely with leading global law firms and global shareholder-representative services, each working inside PEaX with its own permission level.

- Standard agent and escrow agreements, fast to negotiate

- Quick turnaround on documents and comments, aligned with your share purchase agreement (SPA)

- Global law firms and shareholder representatives get their own PEaX permissions

#### Israeli tax and regulation, handled

Local tax execution for domestic and foreign clients alike.

This is the part of the deal that global providers often cannot handle, while traditional local providers manage it through slow, manual processes. We are deeply familiar with Israeli tax and regulation, and we take care of it for every party: withholding per each seller’s certificate and residency, ITA approvals and refunds, FATCA and CRS classification, regulatory holds. Foreign buyers and sellers get the same clean execution as locals, in English, through the same portal. PEaX collects what the process needs from each party, from signatures on accession documents to the withholding-exemption forms prepared and submitted by the representative the parties appoint.

- Withholding per certificate and residency, for Israeli and foreign sellers

- ITA approvals, exemptions and refunds handled in-house

- FATCA and CRS classification and reporting handled per participant

### From shared deal to final release.

#### Share the deal.

Send the SPA, cap table and escrow schedule. We confirm the mandate and return comments on the agent agreement fast.

#### Engagement signed.

Engagement letter executed, regulated account opened, all stakeholders notified of the appointment.

#### Closing.

Proceeds received, waterfall run, banking details and tax certificates collected from every seller through PEaX.

#### Distribution and escrow.

Net proceeds paid to every stakeholder. Holdbacks and earn-outs sit in sub-accounts until their conditions are met.

### Common questions

Direct answers on paying agent and escrow work in Israeli-related M&A.

[Talk to an expert](https://psagotequity.co.il/contact)

### Along the deal lifecycle

#### 102 Trustee

Section 102 equity plans, run from first grant to exit, feeding the waterfall.

[See more — 102 Trustee](https://psagotequity.co.il/section-102-esop-trustee)

#### Tax Negotiation Escrow

Neutral escrow held through an ITA arrangement, and segmented refund trusts.

[See more — Tax Negotiation Escrow](https://psagotequity.co.il/tax-escrow-ita)

#### Asset Payment Account (coming soon)

Where the cash lives after the signature: deal adjustments and post-deal flows.

[See more — Asset Payment Account (coming soon)](https://psagotequity.co.il/asset-account)

#### Carried Interest (IVA)

Carry distribution fully run for you: held, withheld and paid out.

[See more — Carried Interest (IVA)](https://psagotequity.co.il/carried-interest-trustee)

### Working on an M&A deal? Share your deal structure. We move at deal speed.

[Talk to an expert](https://psagotequity.co.il/contact)

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