Corporate Financial Advisory & Investment Banking
Corporate Financial Advisory & Investment Banking
Our team enjoys over $21 billion of successfully completed transaction experience, including:
$6.1+ Billion
in Mergers & Acquisitions
Detailed preparation for, and execution of, highly customized sales processes and structures to maximize the value and terms realized by our clients in the sale of their business while protecting confidentiality and preserving full optionality.
$12.3+ Billion
in ESOP Advisory
Specializing in nuanced, multi-faceted strategies to create optimal economic, tax, ownership, governance, and qualitative outcomes for all stakeholders related to the implementation, growth and support, and/or realization of ESOP ownership.
$2.5+ Billion
in Capital Markets Placements
Comprehensive analysis to determine the optional capital structure for our clients, as well as market leading placement services to obtain such debt and equity capital to fully execute upon our clients’ identified strategy.
$5.6+ Billion
in Mergers & Acquisitions
Detailed preparation for, and execution of, highly customized sales processes and structures to maximize the value and terms realized by our clients in the sale of their business while protecting confidentiality and preserving full optionality.
$12.1+ Billion
in ESOP Advisory
Specializing in nuanced, multi-faceted strategies to create optimal economic, tax, ownership, governance, and qualitative outcomes for all stakeholders related to the implementation, growth and support, and/or realization of ESOP ownership.
$2.2+ Billion
in Capital Markets Placements
Comprehensive analysis to determine the optional capital structure for our clients, as well as market leading placement services to obtain such debt and equity capital to fully execute upon our clients’ identified strategy.
Paralign’s Approach & Process
Leveraging our national reputation as industry thought leaders known for crafting and implementing tailored solutions to achieve nuanced client objectives, Paralign was founded and is operated by partners committed to excellence, perseverance, and serving as unbiased, zealous advocates for our clients.
This commitment – to ourselves, our team, and our clients – permeates each engagement, ensuring that every project has senior level attention, thoughtful analysis, creative idea generation, and detailed, all-inclusive, and efficient execution to achieve the best possible outcomes.
With decades of experience in corporate finance, M&A, capital markets, tax, ESOPs, estate planning, business strategy, and investing, Paralign’s team provides comprehensive, long-term counsel to our clients beyond an initial transaction to ensure the enduring achievement of their goals and objectives.
Quantitatively driven, Paralign makes recommendations based solely upon extensive financial analysis and an objective assessment of economic and qualitative considerations in relation to each client’s unique goals.
Partners oversee clients and projects – not products or illusory industry verticals – ensuring that we are agnostic to outcome and free to provide unbiased advice, not beholden to whatever creates personal commissions.
Our team possesses expertise in executing all ownership liquidity and recapitalization options, including M&A, ESOPs, debt and equity capital raises, among other strategic alternatives, to avoid biases and resulting suboptimal outcomes given the unique situation and demands of each client.
To avoid conflicts of interests, Paralign is dedicated solely to serving the needs of family-, ESOP-, and founder-owned businesses, and does not pursue business from private equity firms or strategic acquirors to avoid the implicit or explicit expectation of preferential treatment when conducting M&A processes opposite such parties.