Our corporate and institutional services group has expertise in a variety of escrow and custody solutions that are focused on your needs and objectives. You not only benefit from a high level of personal attention but also have access to online reporting as well as an experienced team of professionals providing these services.

Escrow services

CIBC’s escrow services team acts as Agent for M&A-related transactions — earn-outs, holdbacks, indemnifications, working capital adjustments, and good faith deposits — as well as class-action settlements, bankruptcy liquidations, qualified settlement funds and more. There is no minimum account size required, and services are offered on a competitive fee schedule.

Custody services

Get a range of custodial services for individuals, corporations, foundations and endowments, as well as financial institutions, money managers (RIAs) and investment consultants. Custodial services are also available for family and multifamily offices.

Ken Rakowski
Managing Director, Corporate and Institutional Services

Rob Sumser
Managing Director, Corporate and Institutional Services