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.
2022 M&A Outlook Drivers: Tax changes, Interest Rates, Recession Warnings plus industry sector analysis
M&A transaction activity increased throughout 2021 and continues in 2022. Many private company owners are now working to close a transaction before year-end 2022 and avoid the uncertainty of a new economic, inflationary and tax environment in 2023. There are three key reasons business owners are …...Read More
M&A transaction activity is booming. With President Biden’s $1.75 trillion Build Back Better plan, what's the outlook for 2022?
Merger Acquisition transaction activity has been increasing throughout 2021. Many business owners have been working to close a transaction before year-end and avoid the uncertainty of a new tax environment in 2022. President Biden’s $1.75 trillion Build Back Better (BBB) Act may soon become law, bringing tax reforms with it, but many of the plan’s initial tax proposals were …...Read More
AIR Technologies has been acquired by Fidelity Building Services Group (Fidelity BSG), a national leader in HVAC/Mechanical Services, Building Automation & Controls and Emergency Power Generators. When the owners of AIR Technologies were approached by a strategic acquirer, they reached out to ClearRidge to advise them on the potential sale. With an exhaustive process to prepare AIR Technologies for a sale, identify and approach potential acquirers, the ClearRidge team managed the sale process, due diligence and closing....Read More