Israeli-Based Transaction Support
Where Cross-Border Complexity Meets Seamless Execution
U.S.-Israeli M&A? We’ve got it covered. Israeli transactions demand nuance — different tax regimes, trustee requirements, documentation standards and multiple currencies. At Western Alliance Bank, we specialize in smoothing these friction points so deal teams can focus on closing with confidence.
Whether you’re working with Israeli counsel, trustees or paying agents — or just trying to get clarity on how to handle ITA exemptions — we provide clear coordination, payment integrity and regulatory alignment from start to finish.
When Things Get Complicated, We Get Involved
U.S.-Based Escrow for Israeli M&A
Keep your escrow account stateside — U.S.-governed, FDIC-insured and under your control — even when working with an Israeli paying agent. We act as escrow agent so you can take advantage of our Gateway Client technology to keep your deal organized and escrow accounts accessible.
Cross-Border Flow of Funds
When you need to fund multiple parties — Israeli trustee, U.S. holders, deal expenses and escrow — we serve as your single point of coordination. You send one wire to us and we handle the rest of the funds flow, including funding of escrow, timely payment of transaction expenses and same-day payment to the Israeli paying agent. We eliminate the delays caused by time zones and otherwise facilitate prompt execution of the funds flow required by the definitive agreement.
Split Reporting for Global Shareholders
Israeli trustees aren’t typically able to manage U.S. tax reporting for non-Israeli payees. If you ask the IRS, a payee in the U.S. with a domestic payor (e.g., the buyer) should have U.S. tax reporting. In these situations, we act as co-agent, managing IRS reporting for non-Israeli holders and liaising with Israeli trustees to ensure proper flow and compliance. In co-agent scenarios, we coordinate with the Israeli agent to have one form of paying agent agreement that both entities work from, streamlining the amount of paper external counsel needs to review.
ITA Withholding Exemption Management
Not sure who qualifies for an ITA withholding exemption? We’ll segregate payees, collect exemption certificates, liaise with Israeli trustees and route payments accordingly — whether exempt or subject to withholding. We manage the timing and documentation gap so nothing falls through the cracks.
We Connect the Dots — So You Don’t Have To
Israeli-based deals often involve four sets of counsel, anxious sellers, regulatory nuance and high-stakes timing. Our team acts as the central hub, bringing it all together — escrow, payments and coordination — under one trusted roof.
With deep expertise in both U.S. and Israeli deal mechanics, Western Alliance Bank is the go-to banking partner for complex, cross-border M&A execution.
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Contact Our Business Escrow Services Team