Our Firm

Our Firm

A purpose-built team of corporate finance, investment banking, valuation, tax, M&A, and ESOP professionals focused on forging true, long-term partnerships with clients.

A purpose-built team of corporate finance, investment banking, valuation, tax, M&A, and ESOP professionals focused on forging true, long-term partnerships with clients.

A Merchant Bank, Not Just Another Investment Bank

Paralign was created to better serve family-, ESOP-, and founder-owned middle market businesses in need of a trusted advisor offering transparent, sophisticated advice delivered through an economic model that is at-risk and aligned with our clients.

To realize this goal, our team offers best-in-class, high touch investment banking and corporate finance advisory services, while having meaningful “skin in the game” via deferred fees and invested capital, to ensure we have a vested interest in the long-term success and prosperity of our clients.

Client Guided Solutions

We listen first, ensuring every recommendation is grounded in a deep understanding of our clients’ goals and challenges. Across many dozen M&A, capital markets, and ESOP transactions collectively valued in excess of $21 billion, no two transactions employed the same strategy, reflecting our commitment to creating optimized, bespoke solutions.

Comprehensive Strategic Advice

We combine decades of investment banking, corporate finance, legal, tax, ESOP, and private equity expertise to provide our clients with clear, thoughtful guidance. However, our services are only one part of our clients’ broader advisory team, with whom we collaborate closely to create custom, tested, and unified solutions for each situation.

We Report to Clients, Not Overseers

An increasing rarity, Paralign is not owned by a larger institution or private equity firm and does not have the inherent conflict of interests that presents. Instead, as a wholly partner-owned firm, every engagement is led by an owner empowered to act in our clients’ best interests and whose only priority is realizing the optimal client outcome.

Inherently Curious; Relentlessly Executed

Paralign enjoys a national reputation for architecting unique, comprehensive solutions to solve complex challenges spanning ownership, valuation, liquidity, tax, legacy, and governance considerations through a mantra of: “everything, all the time, constantly.” Only by understanding all nuances can we serve as steadfast advocates, enabling tenacious execution to unlock full value for our clients.

Midwest Roots – National Scope

We understand that an ownership transition or recapitalization is a defining moment for family-, ESOP-, and founder-owned businesses… one that demands more than virtual meetings. Accordingly, we prioritize the in-person development of relationships with each of our clients – regardless of location – to further our understanding of them, their objectives, and their business culture, strategy, and team, which creates better solutions and outcomes for all stakeholders.

Or, as we like to say, we “partner with clients in Seattle, Miami, and everywhere in between
with 3,000 feet of pavement and a Jet A truck!”

⁺Includes transactions completed by Paralign team members at prior firms.