Insights & Intelligence to Optimize Capital Markets Decision-Making

Work with the subject matter experts best qualified to address your business needs
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How PMA Accelerates Your Business

When you need actionable insights or strategic guidance to support or validate your launch, expansion, or pivot in capital markets, Paragon Market Advisors has the expertise. Articulate the vision or specific goal; PMA experts will validate the business plan and/or size the opportunity.

We live and breathe capital markets, so if your business is sales, trading, data, infrastructure, electronification, digitalization, Artificial Intelligence, or other related activities, we deliver informed and actionable advice. Additionally, through our partnership with 28Stone, PMA has a technology and software development practice to accelerate, reshape, and enhance product development.

Why PMA?

Knowledge

Our expert practitioners have decades of capital markets experience and come from the biggest trading, software, and services businesses in the financial services industry.

Fit

Our team consists of subject-matter specialists with expertise and deep content knowledge in specific disciplines within capital markets; these individuals are uniquely qualified to address your company’s business needs.

Value

You control and direct your spend. Choose a discounted rate under a retained relationship or opt for fixed-price project agreements. Either way, you decide how to optimize your budget.

Our Core Services

Market Intelligence

PMA’s team of market practitioners can deliver unique insights on your business strategy. Given your firm’s assets and market position, we can identify and validate the best opportunities for you to pursue over the near and longer term. Our market and product assessments are based on research, data, and our extensive industry experience.

Market Sizing

If you’ve identified a market for your solution, but need to quantify the size of the opportunity, PMA can give you an accurate market size, total attainable market, and revenue opportunity for your business.

Competitive Analytics

If there is a problem in a market, but you’re not certain your business model or product is the appropriate solution, PMA can assess the viability of your plan with quantifiable data.

Data Modelling

Data is at the heart of the capital markets business. PMA helps you to collect, collate, and interpret data to understand and pursue strategic business opportunities.

Go-to-Market Strategy

PMA can optimize the design and execution of your go-to-market strategy. By crafting
internal and external messages that highlight your solutions’ key differentiators and
delivering them to the right target markets, we can help you maximize revenue.

Software Development

Our partnership with 28Stone Consulting, Inc., a leading capital markets technology consultancy, allows for the delivery of specific projects or can augment your in-house team with development projects. 

 

 

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Marketing Communications

Paragon Public Relations LLC has proven experience in positioning your brand, publicizing your business, or executing a marketing campaign. Paragon, a founding investor in PMA, can seamlessly support the marketing and communication needs of your business.

Our Leadership Team

Anthony Perrotta
Managing Partner

Jack Murphy
Partner

Simon Hylson-Smith
Partner

William Gartland, CFA
Senior Advisor

Gail Doolin, CFA
Senior Advisor

Apu Shah, 28Stone
Senior Advisor

Brent Rossum, CFA
Senior Advisor

Jim Mahn
Senior Advisor

Len Randazzo
Senior Advisor

Interested in Joining our Team?  memberships@paragonmarketadvisors.com

What is the Paragon Market Advisors membership?

PMA is dedicated to bringing together a diversified group of subject matter experts across a range of disciplines within the financial services industry. In essence, we are a community of skilled capital markets veterans, focused on leveraging our collective knowledge, experience and influence to help our clients adapt to paradigm shifts, evolving technologies, market structure changes, and regulatory demands. Our senior advisors and consultants have played critical roles in the evolution of the capital markets over the past 30 years and they stand ready to help clients optimize their investments in the tools needed to thrive in today’s technology-driven marketplace.

How can you participate?

PMA offers two levels of engagement:  

Senior Advisors (SA) are recognized industry leaders who meet our high standards of credibility and subject matter expertise and possess interest in the growth and influence of PMA. These individuals go through a vigorous interview and vetting process before they are invited to be members of the core nucleus. Successful candidates enjoy the benefits of our company’s growth through profit-sharing and equity participation. 

Senior Consultants (SC) are individuals who help PMA execute individual client projects. SCs may be participating in the engagement economy, running an independent consultancy, on garden leave, transitioning between employers, or seeking opportunities in their “active retirement.” SCs can join the membership on a quarterly or annual basis and leverage network effects of being part of an established organization.

Contact Us

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