Paralegal, M&A

Plona Partners; Los Angeles (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A legal services firm is seeking a Paralegal to handle transactional matters including drafting legal documents, conducting UCC searches, and managing due diligence. The ideal candidate will possess a Bachelor’s degree and an ABA-approved paralegal certificate, along with at least 3 years of relevant experience. This role requires strong organizational skills and the ability to work effectively under pressure to meet tight deadlines. Located in Los Angeles, California, this opportunity offers a dynamic work environment.

Qualifications

• Bachelor's degree required for the position.
• ABA-approved paralegal certificate preferred.
• Minimum of 3 years of paralegal or related experience needed.

Responsibilities

• Create and update legal checklists for documentation.
• Draft resolutions, opinions, and various legal documents.
• Run and summarize UCC, state, and federal searches.
• Review documentation for sufficiency.
• Manage due diligence materials and closing documents.

Skills

Transactional document drafting

Legal research and analysis

UCC and lien searches

Due diligence management

Document organization

Education

Bachelor's degree

ABA-approved paralegal certificate

Job description

• Create and update checklists (check in new documents, change status, etc.)
• Draft transactional documents including resolutions, opinions, joinders, Secretary's certificates, Incumbency certificates, and other legal documents
• Run, order and summarize UCC, state and federal lien, judgment, litigation, and bankruptcy searches
• Review and analyze the sufficiency of documentation
• Order good standing certifications and certified charters
• Manage and organize due diligence materials
• Create signature packets and coordinate their execution (both original and PDF) by multiple parties; Prepare and circulate closing documents to all parties for their review and comments
• Assemble fully executed closing documents (both original and PDF) with related exhibits, schedules, and attachments
• Manage/oversee the creation of transactional closing sets or binders and CDs (electronic format) and distribute to appropriate parties

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
• 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

Entity Formation

• Articles of organization, operating agreements, 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 tasks and send them documents for minute book creation and maintenance

Qualifications & Required Experience:

• Bachelor's degree is required
• ABA-approved paralegal certificate is preferred
• At least 3 years of paralegal or related experience involving transactional matters required
• Position also requires the ability to work under pressure to meet strict deadlines.