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Paragon provides advice on a wide range of investments, investment vehicles and money managers. Paragon evaluates and provides advice on:
- Real estate investments
- All types of debt instruments (mortgage, corporate and non-corporate debt, performing and nonperforming loans, secured and unsecured loans and notes)
- Specialized investment strategies, which may include limited partnership or other equity interests in hedge funds, private equity investments, arbitrage funds, or commodity funds.
Paragon is requested by its clients on occasion, to assist such clients with the purchase or sale of a business. In such cases, Paragon acts in an advisory role and does not provide investment banking services.
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Paragon does not employ any one particular method of evaluating investments. Its evaluation techniques depend on the investment being examined. The following are techniques that may be used to evaluate individual opportunities:
- Research reports from investment banking firms
- Research reports from brokerage firms
- General investment publications
- Meetings with money managers
- Meetings with General Partners, sponsors or developers
- Meetings and phone calls with references for the sponsors of an investment (lawyers, accountants, bankers, etc.)
- Site and office visits
- Review and research of prior performance
- Discussions with contacts (developed in over 25 years in the financial advisory business) to evaluate the timelines and viability of an investment
- Continuing education required to maintain CPA status
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