As a Corporate Mergers and Acquisitions Paralegal, your duties will include but not be limited to:
General
Develop and conduct research related to transactions and filings through both print and electronic sources Develop physical and virtual data rooms; manage data in firm approved data management system Preliminary organization of records and documents Manage corporate services vendors, post-completion billing and vendor invoice management Manage client information in client management database
Merger and Acquisition
Prepare withdrawal and qualification documents in accordance with all state, local, and federal laws and regulations for conducting business; Prepare stock certificates, legend, and backing sheets; Draft shareholder and board consents; Draft and file amendment certificates for corporation or Limited Liability Companies; Prepare and draft merger or purchase agreements; Prepare and draft disclosure schedules; Draft, assemble and track signature packets; Manage/oversee the preparation of closing sets, binders and CDs (electronic format) and other post-closing deliverables; distribute to appropriate parties; Assist attorneys with various tasks and assignments; Interact and coordinate projects with various service companies; Recognize and resolve problems
Entity Formation
Draft organizational, incorporation, and formation documents such as Articles of Organization Operating Agreement, Consents, qualification documents Conduct name availability and reserve entity name if required Draft Subscription Agreements, Stock certificates, stock powers and related documents Prepare SS-4 form and apply for Employer ID Number Coordinate execution of consent forms for using service companies as Registered Agent Interface with the Corporate Maintenance Team to transition annual maintenance projects, documents and other materials post-closing
Skills & Competencies:
Strong research and writing skills Willingness and flexibility to work overtime Ability to work under pressure on time-sensitive projects Ability to multi-task Ability to work independently High level of attention to detail
Qualifications & Required Experience:
Bachelor’s degree preferred ABA-approved paralegal certificate is preferred At least 5 years of paralegal or related experience involving transactional and corporate securities matters required Position also requires the ability to work under pressure to meet strict deadlines.
Computer Skills:
To perform this job successfully, an individual must be proficient in the following software:
Proficient in Microsoft Office programs including Word, Excel and PowerPoint