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Corporate Paralegal (Law Firm Experience)
Palo Alto, CASourcePro Search is conducting a search for a Corporate Paralegal with a bachelor’s degree (a paralegal certification is a plus). Ideally, with 3–5 years of experience, particularly in ECVC, M&A, private equity, and securities work in a law firm.
The ideal candidate will support attorneys in complex transactional matters, including mergers and acquisitions (M&A), private equity, venture capital, securities, debt/finance and general corporate governance. This role involves assisting with due diligence, preparing legal documents, maintaining corporate records, and liaising with clients and third parties. The ideal candidate will have a strong background in corporate law, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.
What You’ll Do:
Transactional Support:
What You’ll Bring:
The ideal candidate will support attorneys in complex transactional matters, including mergers and acquisitions (M&A), private equity, venture capital, securities, debt/finance and general corporate governance. This role involves assisting with due diligence, preparing legal documents, maintaining corporate records, and liaising with clients and third parties. The ideal candidate will have a strong background in corporate law, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.
What You’ll Do:
Transactional Support:
- Heavy Capitalization Management
- Prepare and maintain capitalization tables and track stock options and equity compensation through Carta, Pulley, AngelList, ShareWorks.
- Assist in drafting and filing corporate documents, including entity formations, amendments, mergers, and dissolutions.
- Conduct due diligence, including reviewing and summarizing contracts and corporate records.
- Draft initial versions of closing certificates, board and stockholder resolutions, and other essential transactional documents, including those related to M&A.
- Maintain closing checklists and assist with closing logistics, including obtaining signatures and assembling closing volumes through programs such as Litera.
- Assist with preparing HSR, FINRA, SEC filings (e.g., Forms S-1, 10-K, 10-Q, 8-K) and Blue Sky/securities filings.
- Manage corporate records, including maintaining board/stockholder minute books, tracking board meetings, and preparing resolutions.
- Assist in drafting simple minutes, consents, and resolutions based on attorney instructions.
- Ensure accurate company data is maintained in corporate records, including officer and director information.
- Handle statutory filings and corporate compliance matters, including UCC filings and tax-related forms.
- Oversee the maintenance of LLC and corporate books and records, including incentive equity grants, consents, minutes, and other relevant documentation, ensuring compliance with legal and regulatory requirements.
- Prepare and maintain securities documentation, including stock option grants, restricted stock grants, and warrants, both in Carta and externally.
- Coordinate with third parties for filings and ensure compliance with reporting deadlines for private and public companies.
- Assist with private placements, investor questionnaires, and regulatory filings.
- Conduct legal research using resources like Westlaw and LexisNexis to assist with regulatory and jurisdictional matters.
- Order lien searches, summarize results, and maintain accurate records of company data.
- Track key dates and deadlines, ensuring timely filings and compliance.
- Order and distribute certified copies, good standing certificates, and other necessary documents.
What You’ll Bring:
- Bachelor’s degree required; Paralegal certification preferred.
- Minimum 3-5 years of experience as a corporate paralegal, with a focus on ECVC, M&A, private equity, and securities.
- Excellent written and oral communication abilities.
- Proficiency in Microsoft Office Suite, iManage, DocuSign, and deal management software (such as Carta, Pulley, AngelList, ShareWorks).
- Familiarity with Blue Sky compliance, UCC filings, and SEC reporting.
- Peer Training & Knowledge Sharing: Ability to train and mentor colleagues on job responsibilities, ensuring efficient knowledge transfer and skill development.
- Ability to handle sensitive information with discretion and maintain confidentiality.
- Attention to detail and ability to manage complex transactions.
- Strong initiative, resourcefulness, and the ability to work independently and in a team environment.
- Proactive and client-service-oriented approach to problem-solving.
- Commitment to high standards of legal service and professionalism.