Capital Markets Advisory Firm Seeks to Transform Traditional Consulting Model

Greater New York, November 19, 2024 – Paragon Market Advisors (“PMA”) is a newly-formed advisory business for capital markets seeking to transform the traditional consulting model.  The company comprises a unique membership network of seasoned industry professionals who have the depth, subject matter expertise and practical experience to assist clients in solving “real-world” problems, while providing actionable guidance to launch, expand or pivot their business models and/or products. 

PMA offers tailored solutions and market intelligence for opportunity sizing, business and product validation, data modeling, market research, competitive analysis, and strategic planning and implementation, all powered by an expansive member network of expert practitioners.  

Among the key differentiators:

  • Capital markets focus, including data and AI
  • Team of seasoned industry professionals with “fit-for-purpose” experience
  •  “Client choice” model to optimally match PMA experts to client-specific needs, while allowing for subscription-based or pay-for-project flexibility
  • Full service advisory firm to deliver market intelligence, data, market sizing, business and product validation, software development and marketing communications services
  • Membership and network construct provides unique opportunity for financial technology and financial services professionals  

In addition to its core focus, PMA has strategic relationships with leading firms 28Stone Consulting, Inc. (software development) and Paragon Public Relations, LLC (public relations and communications).  

“Capital markets are challenging and constantly evolving.  As a result, clients increasingly require independent and unbiased advisory services to arrive at optimal business decisions,” said Anthony Perrotta, Jr., Managing Partner and architect of the PMA model.  “Our goal was to create an offering for clients where they are empowered to work with the professionals of their choice, who fit their needs precisely, at a competitive budget that aligns with the scale of their ambition.” 

 “PMA is a unique concept in the industry, giving clients the ability to access and obtain traditionally disparate services via a single advisory platform, creating enormous leverage and efficiency,” said Apu Shah of 28Stone. “We look forward to expanding our capital markets technology franchise through this unique consulting model.”

“Paragon provides the foundations and communications support of which to help turn great ideas into thriving brands,” said Simon Hylson-Smith, CEO of Paragon Public Relations LLC and a partner at PMA. “While PMA is the laboratory for great ideas, Paragon is the storefront that markets them.” 

PMA launched its business on November 19, following a six-month development period. Initial members include Perrotta, Gail Doolin, CFA, William Gartland, CFA, Shah and Hylson-Smith, along with a growing network of independent consultants. More industry experts will be joining the team in the coming weeks.