M&A Advisory Solutions
Paragon Partners Consulting is an independent advisory firm specializing in guiding founders and company leaders through critical inflection points—investment, acquisition and post-transaction transition.
We partner with high-growth startups, small and mid-market businesses to prepare for strategic investment, acquisition and beyond.
With deep experience on both sides of the table — as a seller and acquirer, due-diligence lead, integration partner, board advisor and operator — Paragon Partners Consulting brings a full suite of M&A advisory solutions.
Typical Client Engagements include:
→ Prepare leadership team and operating model for investor or M&A readiness
→ Positioning the company to maximize valuation and strategic interest
→ Identifying appropriate buyers, investors, or strategic channel partners
→ Leading or supporting due diligence and negotiation planning
→ Transitioning teams post-sale while protecting team, brand, culture, and value
If you are evaluating a capital raise, a majority or partial sale, or planning strategic growth that may lead toward M&A, Paragon Partners Consulting is a partner that ensures confidence, structure, and strategic rigor at every step.
Our Services
We engage end-to-end or at defined stages of the journey, including:
• Investment and Acquisition Readiness
– Strategic positioning and equity narrative
– Financial clarity & performance metrics
– Value articulation, story development & pitch readiness
• Transaction Support & Execution Partnering
– Target or investor identification
– Due diligence leadership
– Deal structure advisory & support
– Negotiation guidance
• Post-Acquisition Integration & Value Realization
– Integration planning & governance
– Leadership transition and organizational design
– Growth acceleration strategy
– Earn-out alignment and execution support
Whether the objective is founder liquidity, strategic expansion, majority sale, capability scaling, or investor onboarding, Paragon Partners ensures clarity, confidence, and measurable enterprise value creation throughout the process.
Bio
Paragon Partners was founded by Jim Morgan, former Transformation Leader for multiple Fortune 100 corporations and Partner/Advisory executive for Booz & Co., Cognizant and PA Consulting Group, where he led the identification, due diligence, acquisition, integration and subsequent commercial growth of multiple acquisitions in Technology, Consumer Products, Strategy, Product Design and Engineering:
Jim has acted as:
Strategic acquirer
Buy-side diligence lead
Sell-side strategic partner
Deal structure negotiator
Integration leader
Value realization leader
Founder confidant (and once called “consigliere”)
He brings firsthand knowledge of the dynamics around founder exit, culture transition, earn-out mechanics, investor expectations, as well asl pre and post-transaction leadership continuity—using this perspective to ensure positive outcomes for both founders/leaders and acquirers.
Contact Us
Interested in working with Paragon Partners Consulting on your M&A Advisory Needs? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
