Agency Desk    (212) 555 0140

Services

Agency and transaction administration across the institutional capital markets.

Granite Agency Services maintains three principal service lines, each delivered under a bespoke engagement letter and executed by senior personnel.

Private institutional office with walnut paneling, bound ledgers and brass desk lighting.

Each appointment is handled as a senior transaction mandate, not as an outsourced back office assignment.

Credit Facility Services

Administrative Agent

We act as administrative agent on senior secured, unitranche, and mezzanine credit facilities, coordinating lender communications, consents, and amendments throughout the life of the facility.

Collateral Agent and Security Trustee

We hold security on behalf of secured parties, administer intercreditor arrangements, and maintain the documentary record required to enforce or release liens at the direction of the requisite lenders.

Paying Agent and Disbursement Agent

We receive funds from borrowers and obligors and disburse principal, interest, and fees in accordance with the underlying credit documentation. Wire instructions are verified against documented standing instructions in every cycle.

Calculation Agent

We perform interest, fee, and reference rate calculations against the terms of the facility, including SOFR conventions, PIK accruals, and bespoke economic structures.

Successor Agent Services

We accept appointment as successor administrative or collateral agent on existing facilities, coordinating the orderly transfer of records, registers, and security positions from a departing agent.

Refinancing and Payoff Coordination

We coordinate the retirement of existing position holders, procure payoff letters, manage lien releases, and execute wires against documented closing mechanics on refinancing and payoff transactions.

Private Equity and Corporate Transaction Services

Paying Agent

We administer shareholder and seller payouts at closing, including the receipt of letters of transmittal, validation of payment instructions, and execution of closing date and post closing distributions.

Exchange Agent

We act as exchange agent in stock for stock and stock for cash transactions, coordinating tender, exchange, and consent processes across security holder populations.

Escrow Agent

We hold indemnity escrows, holdback escrows, and purchase price adjustment escrows under bilateral escrow agreements, releasing funds on receipt of joint written instructions or other documented release mechanics.

Information Agent

We administer security holder communications, solicitation logistics, and tabulation in connection with consent solicitations, exchange offers, and similar processes.

Closing Funds Flow Administration

We receive closing date funds from acquirers, lenders, and equity sources, and distribute proceeds in accordance with a fully reconciled funds flow memorandum signed by the transaction principals.

Post Closing Reserve and Earnout Administration

We hold and administer post closing reserves, earnout escrows, and contingent consideration arrangements over their full term, including periodic releases and final true up payments.

Specialty and Bespoke Mandates

Structured Credit Agency

We act as agent on private structured credit transactions including warehouse facilities, forward flow arrangements, and intra fund financings where institutional documentation and bespoke economics intersect.

Litigation Finance Agency

We administer disbursements, waterfall calculations, and post resolution distributions for single case and portfolio litigation finance arrangements.

Royalty and Revenue Share Administration

We calculate and distribute payments under royalty, revenue share, and revenue based financing arrangements on documented payment dates and reporting cycles.

Private Note Programs

We act as agent on private note programs including registrar, paying agent, and noteholder communication functions across the life of the program.

Family Office Transaction Execution

We provide discreet escrow, paying agent, and disbursement services for direct investments, secondaries, and bespoke private transactions originated by single and multi family offices.

Independent Director and Springing Member Services

We provide independent director and springing member services through trusted counterparties for special purpose vehicles requiring bankruptcy remote governance.

Every mandate is documented under a bespoke engagement letter. Fees are quoted on a transaction by transaction basis depending on complexity, counterparty count, and ongoing administration requirements.