Partner with legal leadership to identify where manual effort persists and propose technology or workflow solutions. Contribute to the design of Banyan's legal tech stack as the portfolio continues to grow.
Corporate Records, Entity Management and Credit Agreement Administration
Maintain and organize all corporate records, minute books, registers, and governing documents for Banyan and its portfolio companies.
Prepare, circulate, and file board and shareholder resolutions, meeting minutes, written consents, and annual organizational documents. Coordinate board and shareholder meeting logistics for Banyan's portfolio companies and maintain proper documentation of all governance actions.
Support the formation, registration, qualification, and dissolution of legal entities across global jurisdictions. Coordinate tax ID applications, registered agent appointments, and ongoing entity maintenance.
Coordinate and prepare joinder documentation when new entities (including newly acquired portfolio companies) join existing credit facilities, working with external counsel and lenders to ensure all conditions to joinder are satisfied and executed documents are properly filed and tracked.
Coordinate lender consent requests, amendment and waiver processes, and related administrative correspondence. Prepare summary materials and organize execution packages for lender review and sign-off.
Equity & Shareholder Administration
Administer equity records and share register updates in Computershare, including share issuances, transfers, cancellations, and cap table maintenance.
Manage equity plan administration and grant processing in Carta, including coordinating equity grant forms, vesting schedules, and participant communications.
Prepare and organize share certificates, stock powers, and related shareholder documentation for Banyan and its portfolio companies.
Coordinate with Finance and external advisors on KYC/AML documentation, beneficial ownership filings, and banking compliance requirements.
Cross-Jurisdictional Compliance
Monitor and ensure compliance with corporate filing obligations across global jurisdictions, including annual reports, business licences, and foreign qualification requirements. Track regulatory deadlines and proactively flag upcoming obligations.
Prepare and file state/provincial annual reports, amendments, and other statutory filings. Track and respond to correspondence from regulatory authorities, including CRA surveys, IRS notices, and state/provincial information requests.
Serve as the primary point of contact for registered agents, accountants, and other service providers on entity-level matters. Coordinate information requests, manage timelines, and ensure deliverables are completed on schedule.
M&A Transaction Support
Assist with post-ac
Benefits
Equity / stock options
Additional Information
Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.
Job Profile:
Banyan Software is seeking a highly organized and detail-oriented Corporate Clerk / Paralegal to join Banyan's Legal team. This role is essential to maintaining the corporate governance infrastructure across Banyan and its growing portfolio of software companies. The successful candidate will own corporate records, entity administration, minute books, M&A transaction support, equity administration, and compliance obligations across multiple global jurisdictions. This is a high-trust, high-autonomy role for someone who runs the function not just supports it and who uses AI to build scalable processes, not just complete tasks.
Location: Toronto
Hybrid (3 days On-Site)
(This posting is to backfill existing vacancy)
Banyansoftware · Toronto, Canada