Track Record & Experience
Decades of experience achieving success for business owners.
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Team of multi-disciplined professionals who are intuitive, accomplished and responsive to client needs.
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Trust and Integrity
Clients trust ClearRidge to do what we say we will do and represent their company, employees and family with the utmost professionalism.
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Diligent and Conscientious
An advisory team that works hard and smart to help our clients achieve their strategic goals.
Mergers & Acquisitions
Discreet, professional and effective representation in the sale of your business, acquisitions and business valuations. We help you achieve your strategic goals through expert planning, diligence and execution.
Plan and source the most efficient capital structure for your business and secure the required debt and equity capital for acquisition financing, management buyouts and growth financing.
We understand the issues that impact business survival and financial strategy in stressed situations. Our team brings experience, knowledge and clarity to resolve issues and restructure a company.
Who We Are
ClearRidge was founded in 2008 to assist business owners make better strategic decisions; to provide the owners of midsized private companies with an outsourced team of industry-leading professionals. Leveraging decades of experience successfully completing complex transactions, ClearRidge clients benefit from discreet, professional and effective representation in the sale of their private company, acquisition, restructuring or capital sourcing.
Business acquisitions accelerate in response to President Biden’s plan to double the long-term capital gains tax rate for those at the top, from 20% to 40%. When you include the 3.8% net investment income tax (NIIT) and some state income taxes, you could be looking at a 48% all-in capital gains tax rate by January 1, 2022. In this report, we discuss the biggest drivers of accelerated business sale activity, as well as analyze the outlook for eight industry sectors....Read More
Livingston Machinery Company acquired by Summit Equity Group in partnership with Midwest Growth Partners
Livingston Machinery Company, a leading agricultural equipment dealer serving customers in Oklahoma, Texas, New Mexico, Kansas and Colorado, was acquired by Summit Equity Group in partnership with Midwest Growth Partners. ClearRidge advised the Owners and Board of Directors of Livingston on the sale....Read More
We expect to see a list of proposed tax increases for businesses and business owners under the new Administration, possibly reversing 2017 tax cuts. The first tax increases are expected to roll out in 2022, but there’s a possibility a capital gains tax increase for the wealthiest Americans could take effect even sooner. Biden has also proposed closing the current …...Read More