Your Business Succession and Growth Partner.

Advising and investing in closely held businesses for over 20 years.

Who We Are

A team of experts in corporate finance, investment banking, valuation, tax, M&A, and ESOPs dedicated to fostering long-term client partnerships through the analysis, creation, and realization of bespoke ownership transition and recapitalization strategies.

What We Do

We provide tailored corporate finance, investment banking, and ESOP advisory services, as well as minority equity capital, to help companies of scale throughout the United States recapitalize, transition ownership, and prosper for the benefit of all stakeholders.

Why We’re Different

We understand that partnerships are built upon shared incentives, so we desire to share in the risks – and long-term successes – with each of our clients by offering to reinvest half of our success fees in the same securities held or retained by the sellers.

Who we are

A team of financial, valuation, tax, and M&A experts dedicated to long-term partnerships, not one-time transactions.

What we do

We provide tailored advisory services and minority investment capital to help companies grow, recapitalize, or transition ownership.

Why we’re different

Our interests are aligned with yours — we share in both the risk and reward of your success.

Unbiased Analysis, Comprehensive Advice,
and Patient, Minority Capital

Our advisory services enable optimal outcomes guided by the unique objectives of each situation, supported – when desired by our clients – by the deferral of up to half of our advisory fees and investment of minority capital alongside the sellers.

A Merchant Bank, Not Just Another Investment Bank

Traditional investment banks earn one-time fees (paid at closing) for one-time transactions and are indifferent to the long-term success of their clients. In contrast, as a merchant bank, Paralign acts as a true partner — providing advice, focused on long-term objectives aligned with sellers through pari passu deferred fees and capital, delivered with an unwavering commitment to the success of our clients’ business and strategy.

True Partnership Means Shared Commitment, Risk, and Upside

By aligning our economics with the successful, long-term realization of our clients’ strategies – not simply closing transactions – we bridge the divide common between investment bankers and clients. As an independently owned firm, we are uniquely able to reinvest our fees to ensure our incentives reflect our values: real partnership, shared outcomes, and mutual success.

Aligned, Pari Passu Deferred Fees and Capital; Not Senior or Preferred

Regardless if we are reinvesting fees or providing capital, we only invest on a non-control basis alongside our clients, in the same securities with identical terms — i.e., pari passu. While other capital providers demand senior or preferred positions to “de-risk” their investment, we seek to share equally in both risk and reward, ensuring our incentives remain fully aligned with the long-term success of our clients’ business.

Focused on Our Clients’ Success and Business, Not Ours

Paralign’s most frequent source of new client referrals is current and former clients, so their success is of the utmost importance to our business model. While traditional investment bankers seek to curry favor with private equity firms and the repeat business they offer, Paralign understands that our clients provide infinite opportunity, if we deliver the outcomes advertised and foster long-term partnerships, free from conflicts of interest.