ClearRidge was founded in 2008 by Bruce Jones and Matthew Bristow to provide business owners in the central U.S. with industry-leading advice and representation. Our business is built upon our reputation, track record and the skills and efforts put forth by our team. As the most experienced and innovative investment banking firm in our region, ClearRidge has closed mergers and acquisitions in excess of $1 Billion in transaction value.

You can visit our offices in Tulsa, OK and Oklahoma City, OK.

ClearRidge Team

Credentials of our Team

  • FINRA-Registered Investment Banking/Securities Agent (Series 62, 63, 79)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Certified Turnaround Professional (CTP)
  • Certified Fraud Examiner (CFE)
  • Master of Business Administration (MBA)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Accredited in Business Valuations (ABV)

ClearRidge clients benefit from the responsiveness, efficiency and combined skills of our team, working towards their strategic goals. We make a commitment to get the very best result for our clients, their employees and their family.

Our team has directly owned, operated and managed midsize companies. We get to know the business from our client’s perspective and work together to preemptively remove obstacles to a successful outcome. Our services are provided with a focus to maximize value and ensure that the process is confidential, timely and professional. For a description of our services, please click on our “What We Do” page.

ClearRidge has experience in manufacturing, distribution, aerospace, oil and gas, industrials, pipeline, transportation and storage, wireless, building materials, construction, chemicals, automotive, food, agriculture, financial services, technology, healthcare, consumer goods, retail, software and business services. For examples of deals we’ve completed, please click on our “Recent Transactions” page.

We have worked with business owners from Oklahoma, Kansas, Arkansas and Texas to Florida, Wyoming, Ohio, Colorado, Virginia, New York, New Jersey, California and Michigan, as well as international engagements in Canada and the United Kingdom.

ClearRidge was named Middle Market M&A Firm of the Year for 2014, 2015 and again in 2018 by Acquisition International. We have relationships with thousands of business owners, strategic buyers, investment groups, lenders and capital sources, all across the U.S. and overseas.

In addition to their roles as Managing Directors of ClearRidge, Matthew Bristow and Bruce Jones are also Registered Representatives of M&A Securities Group, Inc. (“M&A Securities”), member FINRA/SIPC, which is a federal and state registered broker-dealer. In order to comply with federal and state securities laws, you need to ensure that your advisor is properly licensed to represent you selling your business and is a member of a FINRA/SIPC broker-dealer.

ClearRidge CFO

ClearRidge CFO is a separate division of ClearRidge. Our goal as your outsourced Chief Financial Officer is to be a key inside advisor to the business owners and board, help you better manage business data, gather the information and reporting you need to make better strategic decisions: