Mergers & Acquisitions

ClearRidge provides discreet, professional and effective representation in the sale of a midsized private business. Our team has decades of experience successfully completing complex mergers and acquisitions transactions. Clients hire ClearRidge to ensure that the process of selling their company is confidential and that we achieve the highest purchase price and most efficient deal process, with minimal disruption to their employees and their business.

We plan for the sale and prepare the business, conducting up front due diligence, in-depth financial and business analysis. We work rigorously to understand every unique component, issue, opportunity and challenge in your business, so that there are no surprises while working with prospective buyers. We produce a customized confidential information memorandum and marketing materials for each prospective buyer, create a secure dataroom containing in-depth business information and plan the unique approach and considerations to achieve the most successful transaction result for our clients.

We provide coaching before every call or meeting, participate at every step of the way and quarterback the process from start to finish. We will conduct thorough research and discuss all the prospective buyers and rank them according to best fit and any confidentiality concerns. Our goal is to pre-emptively consider any point that could positively or negatively impact purchase price or deal structure and work through every potential scenario. Each step needs to be considered carefully, executed professionally and completed efficiently and in a timely manner.

ClearRidge provides discreet, professional and effective representation in the acquisition of midsized private businesses. Our team has decades of experience successfully completing complex mergers and acquisitions transactions.

Clients hire ClearRidge to plan, identify and target acquisition opportunities, advise on deal structure, capital structure and arrange capital to fund the acquisition. Clients rely on our team to develop a financial model, develop proforma financials of the potential combined companies, structure and negotiate the transaction, investigate, analyze and conduct due diligence, and plan the integration of the acquired company.

Rather than sell their company, some clients choose to sell a majority or minority interest in their company, resulting in a significant payment to the owner and most times a path to the final exit and payout, with additional financial and operational support from a partner who will join with existing management to grow the company.

Clients hire ClearRidge to ensure that the process of recapitalizing their company is confidential and that we achieve the highest valuation and most efficient deal process, while ensuring that the recapitalization partner has the track record, reputation and experience to align the goals of the existing management of the company and ensure that there is a strong chemistry and strategic fit with their company. We work in tandem with our client’s counsel to gain protection for our client’s interest in the recapitalized company.

ClearRidge clients rely on us to conduct financial and operational due diligence, including analysis of financial reporting, supporting detail and transactional data, quality of earnings, accounting systems and methodologies, compliance with GAAP, normalizing sales, gross margin, and operating expenses, AR, AP, Inventory, CAPEX, working capital and debt coverage. Further investigation may include analysis of budgets, forecasting, customer and vendor transactions, risks, trends and industry drivers.

Our team has decades of experience successfully completing complex mergers and acquisitions, giving us the insight to know what to look for, conducting due diligence off-site and in the field, focusing the investigation where it is most needed.

Significant analysis is conducted prior to an acquisition, but the work really begins after the deal is closed. Clients rely on ClearRidge to advise on the integration of the two companies, focusing on measurable goals and a critical plan to achieve these goals. Integration Advisory will focus on leadership, managers and employees, communication, business culture, timely execution of the plan and consistent monitoring and adjustment to deliver the integration goals.

ClearRidge specializes in valuation reports for business owners who want to know the real value of their company if they were to sell in the current market to a willing buyer. We have certified valuation experts on staff and will follow typical valuation protocols, but we also want to go the extra mile to look for business issues that may detract from value, as well as unique characteristics that add to the value of the company. Throughout your valuation, we describe our findings and close with recommendations for the business moving forward to increase the value of your company. Our clients also work with us to resolve the issues we uncovered and assist in creating and executing a plan to increase the value of the business.