Specialty Trust and Agency Solutions
Our corporate trust services reach beyond traditional offerings to include a full-range of trust services, escrow and agency assignments for large-scale and uniquely-structured transportation, infrastructure, real estate and other structured financing projects.
Specialty Trust and Agency Solutions
Our corporate trust services reach beyond traditional offerings to include a full-range of trust services, escrow and agency assignments for large-scale and uniquely-structured transportation, infrastructure, real estate and other structured financing projects.
Niche experience
Our dedicated specialty trust and agency solutions team is experienced in all aspects of complex and specialized transactions, industries and agent services to deliver the expertise and comprehensive service you need.
Dedicated relationship manager
You have direct access to your relationship manager whenever you need it. By getting to know you and your organization, we are better able to partner with you every step of the way.
Time tested, reliable and independent
UMB has been a dependable provider of corporate trust services for more than 75 years. UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.
Key Features
- Irish owner trustee
- Owner trustee
- Indenture trustee
- Security trustee
- Collateral agent
- Escrow agent
- Paying agent
- Pass-through trustee
- Account bank
- Cash management
- Back-up servicer
Asset-backed securities (ABS)
We deliver streamlined solutions for your complex ABS transactions. Our tenured and specialized ABS team understands the intricacies of various structures, so we can provide tailored solutions to meet your needs.
- Oil and gas
- Franchise loans
- Student loans
- Auto loans
- Credit cards
- Esoteric- structured settlements, legal settlements
- Cell tower
- Equipment
- PACE
- Royalty
- Unsecured consumer loans
Transportation, equipment, credit tenant lease and other transactions
We understand these are complex transactions for your company. Our relationship managers have experience in many different structures across various asset classes. From routine escrow and owner trust appointments to complex, tranched ABS, term loans and warehouses, we have the systems and personnel to effectively and efficiently manage your transaction.
Aviation
- Asset -backed securitizations
- Term debt facilities
- Warehouse financings
- Single aircraft financing
- Owner trusts
Specialty equipment
- Rail/Maritime
- General equipment
Real estate
- Credit tenant lease (CTL)
- Multi-property facilities
- Build-to-suit progress and forward funded projects
- Net Lease ABS
Connect with a UMB representative and schedule a consultation
Stuart Mitchell
Senior Vice President, National ABS Sales Manager
Stuart plays a dual role as national sales manager and head of ABS product development. Stuart has over 30 years of progressive corporate trust and agency experience across traditional debt and asset backed securities.
Eric Morgan
Senior Vice President, Trust and Agency Transportation
Eric has been with UMB since 2018 and is focused on the transportation, real-estate, energy and general equipment markets. His experience over the past 21 years has helped clients close transactions across the globe involving various asset classes. He oversees the Specialty Trust and Agency Solutions new business development, specializing in structured debt financings.
Loan Agency
UMB’s loan agency services team is ready to support your growth by handling the routine administrative agent and collateral agent responsibilities associated with managing your loan portfolio. Our experience, robust procedures and state of the art systems will ensure your transactions will be managed to avoid unnecessary delays, costly errors, and reputational risk. Our services include:
Capabilities
- Administrative Agent
- Account Bank
- Collateral Agent /Intercreditor Agent
- DIP Loan Agent
- Successor Agent
- White label Services
Loan Types
- Project Finance Loans
- Acquisition Finance Loans
- Note Purchase Agreements
- Default and Restructuring Loans
- Term Loans
- Revolving Loans
Global aircraft trading system trustee
We are an approved trustee for the Aviation Working Group’s newly launched Global Aircraft Trading System (GATS). The fully electronic system simplifies the business of aircraft trading and financing while improving security and efficiency for airlines, lessors and financiers.
As a GATS trustee, we can clear participants seeking to use the GATS platform, allowing them to complete a variety of capabilities, including:
- Migrate existing aircraft owning trusts on to the GATS platform
- Electronically acquire or sell GATS aircraft owning trusts from or to other participants on the GATS platform
- Create and assign security interests
UMB Advantage
- Dedicated relationship team
- Prompt account setup
- Personalized trust administration
- In-house counsel
- National and international reach
- Real-time reporting
- Meticulous attention to detail
- Competitive pricing
Corporate trust and escrow services
UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.
Learn more about UMB corporate trustInstitutional Banking
UMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit. We provide solutions for the entire institutional marketplace.
Discover why UMB for your institution