We're #hiring a new Investment Banking Associate in Minneapolis, Minnesota. Apply today or share this post with your network.
Paralign Capital Partners
金融服务
Working in parallel with clients to realize optimal, fully aligned solutions for all stakeholders.
关于我们
Paralign Capital Partners is a merchant bank focused on serving the needs of successful business owners as they embark on transition planning, liquidity transactions, capital raises, and other strategic alternatives through comprehensive, unbiased advisory services. Our approach is intended to truly partner with our clients, which we believe requires us to be financially at risk following a transaction to ensure full alignment and shared motivations. As such, to further support and align ourselves with our clients, Paralign offers all clients the ability to defer up to half of our advisory fee through pari passu reinvestment, and will be investing on an identical pari passu, non-control basis out of its captive fund, currently consisting of $100 million of founder capital.
- 网站
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www.paraligncp.com
Paralign Capital Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 类型
- 合营企业
- 创立
- 2023
Paralign Capital Partners员工
动态
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Excited to be presenting at Rutgers' Private Equity & ESOP Symposium along with Regina Carls, Renee Lewis, and Amy Arndt to discuss a recent transaction and investment completed by Paralign Capital Partners on behalf of a client and our latest portfolio company, in partnership with J.P. Morgan, Ballard Spahr LLP, and Polsinelli. While ESOPs are a powerful ownership transition strategy for business owners, they lack outside capital to compete on an economic basis with traditional private equity buyouts in many cases. Paralign is shifting this paradigm by forging partnerships between institutional investors and family/founder business owners to foster the creation of employee ownership, protect the legacy of the family/founders, and generate highly attractive returns for investors, all while each share a common focus on ensuring the continuation of a prosperous, sustainable, and independent organization. Sound interesting? Our investors (and clients) think so... join us to hear how we are doing it.
We are very honored to have Ted Margarit of Paralign Capital Partners speaking at the annual Private Equity & Employee Share Ownership Symposium on Nov 22 at 9 AM ET (virtual). The event is focused on the intersection of private capital (equity and debt) and broad-based employee share ownership and profit sharing. Free registration: https://lnkd.in/ec94NNsQ
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We couldn't be more excited to welcome Ali Robinson to Paralign! Ali will be joining us in a few weeks after some much deserved R&R as a Senior Associate based out of our Minneapolis office. With a busy end to 2024 upcoming, Ali's contributions to our team and our clients will be very much appreciated. In particular, Ali will be key in leading client engagements and helping develop our younger team members. https://lnkd.in/gBNgRRZT
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Paralign Capital Partners is very excited to announce the addition of Ethan Carls, who is joining us as an Analyst in our Minneapolis office this week! Looking forward to having you on the team, Ethan! https://lnkd.in/g-wPHnSW
Analyst – Ethan Carls
https://paraligncp.com
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Granted, Paralign is in the business of assisting our clients with creating thoughtful ownership transition plans, but with the scheduled reduction in the lifetime exemption at FYE 2025, family-/founder-owned businesses should take note and ensure their ownership structure is comprehensive, aligned with ultimate goals, and resilient. If we had a $1 for every time we met a client who thought they had proper planning in place only to find out that effectively no estate tax planning had been completed… it never ceases to amaze us that, even for the largest of businesses (with valuations into the billions), we continue to see no estate tax planning done by ownership. Frankly, seeing estate tax planning is the exception, far from the norm.
Very interesting case that went under the radar for those in the family- and founder-owned business world regarding key man life insurance and buy/sell agreements: https://lnkd.in/g2M_cqGX In summary, the value of life insurance owned by the Company should be included in its equity value for estate tax purposes, as the business’s liability to repurchase its stock is disregarded as it is provided in exchange for an asset of value (its shares). With this win, I suspect the IRS will become more aggressive in their pursuit of estates that own an interest in a closely held business to determine if the value of any life insurance is included in the valuation of the estate’s equity. More strategically, this places ever more importance on proper ownership transition planning… the failure to properly plan is a proper plan to fail (and a plan to pay more taxes!).
The Supreme Court Blows Up a Popular Small-Business Succession Plan
wsj.com
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We are excited to have our newest team member, Charles Nowak, start with us as an Analyst out of our Minneapolis office! With the addition of Charlie, our office is at capacity but fortunately we will be moving into new, custom built space next month to host our continual expansion and additional team members. Open house details coming soon! https://lnkd.in/gg-HA2ua
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As we continue to grow, Paralign is seeking experienced investment bankers in Minneapolis who are interested in joining a fast growing boutique merchant bank to assist us in executing multiple live engagements. If you or others in your network are interested in a confidential discussion, please reach out to a member of our team. https://lnkd.in/gaFcXASh
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In what is quickly becoming one of our team's favorite events of the year, this week Paralign again had the honor to sponsor and participate in the 11th Annual Zombies in the Heartland 3-Gun Match, hosted by Hornady Mfg Company. Team Paralign was proud to have two top 20 finishers, led by Carter O'Daniel at 8th followed by Ted Margarit at 16th. Also competing was Andrew O'Daniel CIMA? and Nate Dykes who, despite not finding the top of the leader board, enjoyed the day and were competitive shooters in several stages. Thank you again to Team Hornady for a great day! See you next year!
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As Paralign continues to enjoy a highly productive 2024, we are proud to welcome Michael Fitzsimmons to the team! Michael will be joining Paralign as a Senior Analyst in our Minneapolis office, where - as a Canadian - we hope the winters don't scare him too much! https://lnkd.in/giQ3G3py
Senior Analyst – Michael Fitzsimmons
https://paraligncp.com
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Paralign continues to expand our Minneapolis office! We are #hiring Investment Banking Senior Associates to provide senior production support in the pursuit of active client mandates spanning leveraged finance (ESOP and non-ESOP related), mergers & acquisitions, and corporate finance consulting projects.