Innovex completes acquisition of Downhole Well Solutions

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
DWS Innovex ClearRidge Innovex International, Inc. (NYSE: INVX) ("Innovex"), a leading provider of products and technologies to the oil and gas industry, has completed the acquisition of the remaining equity ownership of Downhole Well Solutions. DWS engaged ClearRidge to advise on acquisition strategy. The ClearRidge team managed the process and due diligence.

Mergers & Acquisitions Report and Outlook for Fall/Winter 2024

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
The first half of 2024 demonstrated a dynamic landscape for mergers and acquisitions (M&A) in the United States. Despite macroeconomic uncertainties, including the interest rate environment and inflationary pressures, strategic consolidations gained momentum, driven by factors such as technological advancement, supply chain optimization, and market expansion. The first half of 2024 recorded ...
Mergers & Acquisitions Report

Heater Specialists Acquires ParFab Industries

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Heater Specialists, a fully integrated single-source manufacturer of refinery and petrochemical equipment, acquired the fabrication business of ParFab Industries in Inola, Oklahoma. ParFab Industries is a wholly owned subsidiary of the ParFab group of companies. HSI is a wholly owned subsidiary of Energy Process Technologies, Inc. (“EPTI”). ClearRidge advises EPTI and HSI's Management team and Board on acquisition strategy. In this acquisition, the ClearRidge team advised on financial and business matters, managed the process and due diligence.
Heater Specialists Acquires ParFab Industries

Window Technology, Inc (WinTech) acquires Pocahontas Aluminum Company

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
WinTech, a leading US manufacturer and supplier to the construction industry has acquired 100% of the stock of Pocahontas Aluminum Company, a window and door manufacturer based in Pocahontas, Arkansas. ClearRidge advises WinTech’s Senior Management team and Board on acquisition strategy. In this acquisition, the ClearRidge team advised on financial and business matters, managed the process and due diligence. Click through for more information on the acquisition.
WinTech Pocahontas Acquisition

Mergers & Acquisitions Report, News and Outlook for Q1 2024

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In the central region of the United States, M&A activity has remained robust, but across the broader United States, activity was muted in the first half of 2023, picking up through the remainder of the year. Looking ahead to 2024, two factors that will likely bring greater activity: i) stabilizing interest rates contribute to higher valuations and/or higher activity, and ii) consolidation trends in many industries. For the first time in ...
Q1 2024 Outlook Mergers Acquisitions

Mergers & Acquisitions Report, News and Outlook – ClearRidge Quarterly Update

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
2023 has been a stronger year for M&A than many were expecting. At the same time, different industry sectors have registered greater disparity in valuations, deal activity and deal volumes than we typically see. We continue to have strong demand for acquisitions and more clients bringing businesses to market than in a typical year. This may be isolated to Oklahoma, Texas, and the Midwest, but our feel for M&A is …
Mergers & Acquisitions Report

Innovex has acquired a minority interest in Downhole Well Solutions (DWS)

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
DWS (www.downholewellsolutions.com) designs, manufactures, and rents proprietary downhole drilling optimization tools, including the PowerGLIDE oscillation tool, the RIPstick anti-stall and anti-stick slip tool, and most recently the new PileDRIVER. DWS engaged ClearRidge to advise them on acquisition strategy.  The ClearRidge team managed the process and due diligence. DWS will continue to operate as a standalone business under the leadership and majority ownership of ...
DWS_Innovex_ClearRidge

U.S. Pioneer acquires Comsaco

Posted by Matthew Bristow in Mergers & Acquisitions
Comsaco has been acquired U.S. Pioneer. They are both leading manufacturers of shipboard electrical components and equipment, serving the shipbuilding industries and the Navy. US Pioneer engaged ClearRidge to advise them on their acquisition strategy. The ClearRidge team managed the acquisition process and due diligence. In 2021, US Pioneer expanded to a new ...
US-Pioneer_ClearRidge_Comsaco

What’s next for Mergers & Acquisitions in 2023? ClearRidge M&A Trends and Outlook

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
While many anticipated a slowdown in 2023 with talks of a recession, we haven’t seen that in our central and southern region so far. At ClearRidge, we have had one of the busiest starts to any year since our founding fifteen years ago.  As we continue through 2023, we’re anticipating a further pickup in deal activity as there continue to be unprecedented levels of cash available for acquisitions, both from strategic and private acquirers.  Even in the event of a mild recession, company balance sheets are stronger now than when the US economy entered previous recessionary periods. With higher interest rates, companies have been committing more equity to ...
MergersAcquisitionsUpdate_03.02.2023

Boyne Capital – McKee Utility Acquisition

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Boyne Capital partnered with management acquiring McKee Utility Contractors, a water and sewer infrastructure services platform providing pipeline installation, replacement, tunneling, and boring for water, wastewater, and stormwater utility customers. (www.mckeeutility.com). With an exhaustive process to prepare McKee Utility, identify and approach potential partners, the ClearRidge team managed the planning, process and due diligence to complete the acquisition.
McKee Boyne ClearRidge

Summit Steel acquires Laser Specialties

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Laser Specialties, Inc. has been acquired by Summit Steel Fabricating. Laser Specialties is a full-service custom and contract metal manufacturing company. Founded in 1993, LSI operates out of a 131,000 sq ft campus in Tulsa, Oklahoma and has over 55 employees, with a client list that includes OEMs, Military Products, Environmental, Energy, Construction, Transportation, and Agriculture. The owners of LSI engaged ClearRidge to represent them in the sale. With an exhaustive process to prepare LSI, identify and approach potential acquirers, the ClearRidge team managed the sale process, and due diligence.
Summit Steel acquires Laser Specialties

M&A Activity Diverges from Larger to Smaller Transactions in Q3 2022. What’s next for M&A in 2023?

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Global M&A activity plummeted in the third quarter of 2022, but that was attributable to a decline in large transformational industry transactions. Volatile equity markets (that comprise many public company strategic acquirers), rising interest rates and economic uncertainty have weighed on M&A activity. However, for ClearRidge and our private company transactions ($20 Million - $100 Million in revenues), transaction volume has been robust in …
M&A Activity Diverges from Larger to Smaller Transactions in Q3 2022

Jetta Corporation acquired by Longwater Opportunities

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Jetta Corporation has been acquired by Longwater Opportunities, an operationally focused private equity firm with offices in Dallas, TX and Fargo, ND. Jetta's Board had set goals for the future sale of the company and with successful strategic and operational initiatives implemented in the last five years, Jetta met the Board’s goals and the Company engaged ClearRidge to represent Jetta in the sale. With an exhaustive process to prepare Jetta for a sale, identify and approach potential acquirers, the ClearRidge team managed the sale process, due diligence and closing.
Jetta acquired by Longwater

Second Half 2022 M&A Outlook Drivers: Tax changes, Inflation, Economy, Interest Rates, plus industry sector analysis

Posted by Matthew Bristow in Mergers & Acquisitions
Business owners may be contemplating selling in any given year but are often motivated by a trigger event to take action and sell. As discussed in our industry sector outlook research, many business owners are feeling now may be a good time to sell. The pipeline continues to be strong for new businesses coming to market. Analysts expect 2023 to …

2022 M&A Outlook Drivers: Tax changes, Interest Rates, Recession Warnings plus industry sector analysis

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
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 …
2022 M&A Outlook

M&A transaction activity is booming. With President Biden’s $1.75 trillion Build Back Better plan, what’s the outlook for 2022?

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
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 …
M&A Outlook 2022

AIR Technologies acquired by Fidelity Building Services Group (Fidelity BSG)

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
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.
AirTechnologies-Fidelity-Acquisition

How will capital gains tax increases in 2022 impact M&A this year?

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
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.

Livingston Machinery Company acquired by Summit Equity Group in partnership with Midwest Growth Partners

Posted by Matthew Bristow in Mergers & Acquisitions
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.
Livingston Machinery Company acquired by Summit Equity Group in partnership with Midwest Growth Partners

How does Biden’s $2 Trillion Infrastructure Plan Impact Mergers & Acquisitions in 2021?

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
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 …

Carlson Company acquired by Continental Materials Corporation

Posted by Matthew Bristow in Mergers & Acquisitions
Carlson Company of Tulsa, OK has been acquired by Continental Materials Corporation of Chicago, IL. Carlson Company is a family-owned company, formed in 1958, renowned for manufacturing precision large diameter steel flanges, rings, and disks up to 162” O.D, 132” height, and weighing 50,000 pounds. ClearRidge advised the owners of Carlson on the sale.
Carlson Company Tulsa, OK acquired

Mergers & Acquisitions Rebound after COVID and the Election – 2021 ClearRidge Outlook

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
The short story is good news. A rebound is expected in mergers and acquisitions in 2021, gaining momentum throughout the year. Top of mind in Spring is the COVID-19 recovery, vaccine rollout and return to a new normal. Second, we have the implications of a new political climate. Without bias to any political party, a divided congress may be the best …
Mergers Acquisitions 2021

Mergers & Acquisitions Outlook and COVID-19 Update

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Deal data is now available through the end of the second quarter 2020. In this report, we review our region’s most active industry sectors and offer an outlook for Fall 2020. We now have data to back up our initial insights into the COVID-19 impact on the U.S. economy, specific industry sectors and the outlook for M&A.  As forecast in ...

M&A Outlook 2020 and COVID-19 Update

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In the current COVID-19 climate, we are replacing our analysis of M&A data in the most recent quarter (January-March) with an outlook for M&A activity through the remainder of 2020. The first quarter of 2020 seems a long time ago and has minimal influence on the current M&A environment. Conversely, we now have initial insights into the COVID-19 impact on the U.S. economy, specific industry sectors and the outlook for M&A.

M&A Outlook for Spring 2020; Q4 2019 Transaction Report

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In this report, ClearRidge reviews the region’s most active industry sectors and provides an outlook for Spring 2020. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,

Conroe Concrete acquired by SRM

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Conroe Concrete (Yancey Ready-Mix) has been acquired by SRM Concrete. The buyer, SRM Concrete is among the fastest-growing concrete companies in the US, with over 200 locations across 14 states in the Eastern US, expanding South, acquiring ten concrete companies in 2018 and exceeding that growth again in 2019. ClearRidge advised the owners of Conroe Concrete (Yancey Ready-Mix) on the sale.

M&A Outlook for Winter 2019/20; Q3 Transaction Report

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In this report, ClearRidge reviews the region’s most active industry sectors and provides an outlook for Winter 2019/20. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,...

MAC Systems acquired by Summit Companies (CI Capital Partners)

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
MAC Systems (www.macsystems.co) has been acquired by Summit Companies (CI Capital Partners). The buyer, Summit Companies, is a leading provider of fire life safety services designed to protect buildings, assets and people all across the US. ClearRidge advised the owners of MAC Systems on the sale.

M&A Outlook for Fall 2019; Q2 Transaction Report

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In this report, ClearRidge reviews the region’s most active industry sectors and provides an outlook for Fall 2019. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,...

Sayed Feghali Cardiology Assoc. acquired by Medical Center Cardiovascular Association

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
ClearRidge advised the owners of Sayed Feghali Cardiology Association on the sale. The owners of Medical Center Cardiovascular Association acquired the practice and will continue to operate out of Texas Children’s Hospital in Houston.

M&A Outlook for Summer 2019; Q1 Transaction Report

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In this report, ClearRidge reviews the region’s most active industry sectors and provides an outlook for Summer 2019. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,..

M&A Outlook for Spring 2019; Q4 Transaction Report

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions, Uncategorized
In this report, ClearRidge reviews the region’s most active industry sectors and give an outlook for Spring 2019. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,..

M&A Outlook for Winter 2019; Q3 Transaction Report

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In this report, ClearRidge reviews the region’s most active industry sectors and give an outlook for Winter 2018. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,

M&A Outlook for Fall 2018 and Q2 Transaction Report

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
In this report, ClearRidge reviews the region’s most active industry sectors and give an outlook for Fall 2018. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare, ...

M&A Outlook for Summer 2018 and Q1 Transaction Report

Posted by Matthew Bristow in Mergers & Acquisitions
In this report, we review our region’s most active industry sectors and give an outlook for Summer 2018. Aerospace, Chemicals, Construction and Engineering, Energy, Healthcare, ...

Fintube, LLC (Fintube) acquired by Rosa & Unis

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
March 29, 2018. Fintube was acquired by Rosa & Unis.  Fintube (www.fintubellc.com), headquartered in Tulsa, Oklahoma, is a world leader in heat transfer technology and is a producer of advanced products that increase the operational efficiencies of ...

M&A Outlook for Spring 2018 and Q4 Transaction Report

Posted by Matthew Bristow in Journalrecord.com, Mergers & Acquisitions
In this report, we review our region’s most active industry sectors and give an outlook for Spring 2018. Aerospace, Chemicals, Construction and Engineering, Energy, Healthcare, ...

Technology Associates EC Inc. recapitalized by Optimal Investment Group

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
Technology Associates EC Inc. (TAEC) has been recapitalized by Optimal Investment Group. TAEC provides site development, site acquisition, project management, architecture and engineering services for wireless network operators and tower owners. TAEC was named in the winning bid to build out
TAEC_Optimal-Investment-ClearRidge_Recapitalization

Mergers and Acquisitions Q3 2017 – Winter Outlook

Posted by Matthew Bristow in Journalrecord.com, Mergers & Acquisitions
We are in the fourth quarter of 2017 and deal data is now available through the end of the third quarter of 2017. In this report, we review our region’s most active industry sectors and give an outlook for the remaining ...

Mergers and Acquisitions Report Q2 and Fall 2017 Outlook

Posted by Matthew Bristow in Mergers & Acquisitions
We are in the third quarter of 2017 and deal data is now available through the end of the second quarter of 2017. In this report, we review our region’s most active industry sectors and give an outlook for the remaining 2017 year.

Mergers and Acquisitions Report Full Year 2016 and 2017 Outlook

Posted by Matthew Bristow in Mergers & Acquisitions
We are in the first quarter of 2017 and deal data is now available through the end of the fourth quarter for full year 2016. In this report, we review our region’s most active industry sectors and give an outlook for 2017. Analysis by Sector: i. Aerospace ii. Chemicals iii. Construction and Engineering iv. Energy: Oil and Gas v. Healthcare vi. Manufacturing vii. Transportation, Logistics, Distribution viii. Telecommunications

Mergers and Acquisitions Report Q3 and 2017 Outlook

Posted by Matthew Bristow in Corporate Finance, Journalrecord.com, Mergers & Acquisitions
In this report, we review our region’s most active industry sectors and give an outlook for 2017. Before we consider each industry, let’s start with the overall economy and the most talked about Trump effect. The polls were wrong and the improbable happened. The economic outlook for 2017 has also changed as a result, mostly for the better. The Federal government is ...

Mergers & Acquisitions Report Q2 and Outlook for 2016

Posted by Matthew Bristow in Mergers & Acquisitions
In this report, we review our region’s most active industry sectors and give an outlook for the remainder of 2016. The business mood and M&A environment remains positive and there continues to be demand from buyers for niche companies that are outperforming their competitors. There is no shortage of cash available for acquisitions; it is a matter of being able to

Mergers & Acquisitions Report Q1 and Outlook for 2016

Posted by Matthew Bristow in Mergers & Acquisitions
We are in the second quarter of 2016 and deal data is now available through the end of the first quarter. In this report, we review our region’s most active industry sectors and give an outlook for the remainder of 2016.

Mergers & Acquisitions Outlook for 2016 and Q3 2015 Review

Posted by Matthew Bristow in Mergers & Acquisitions
We are in the fourth quarter of 2015 and mergers and acquisitions data is now available through the end of the third quarter for business owners selling their company. In this report, we review our region’s most active industry sectors and give an outlook for 2016.

Eastpointe Industries acquired by Long Trail

Posted by Matthew Bristow in Mergers & Acquisitions
Eastpointe was acquired by Long Trail. ClearRidge represented the owners of Eastpointe in the sale of their company, a leading U.S. manufacturer of structural retro-fit wireless tower components and new towers. Eastpointe’s customers are the leading U.S. wireless providers and tower owners, including AT&T, Verizon, US Cellular, T-Mobile, Crown Castle,

Mergers & Acquisitions: 2015 Outlook and Acquisition Activity through Q2 2015.

Posted by Matthew Bristow in Mergers & Acquisitions
In this report, we review ClearRidge’s most active industry sectors and provide an outlook through Winter 2015. These 7 industries are also among the most active sectors that drive M&A Activity in Oklahoma and the Southern Midwest region.

Mergers & Acquisitions: 2015 Outlook and Acquisition Activity through Q1 2015.

Posted by Matthew Bristow in Mergers & Acquisitions
In this report, we review ClearRidge’s most active industry sectors and provide an outlook through Fall 2015. These 7 industries are also among the most active sectors that drive M&A Activity in Oklahoma and the Southern Midwest region.

Mergers & Acquisitions Outlook for 2015 and Q4 2014 Review

Posted by Matthew Bristow in Mergers & Acquisitions
In this report, we review ClearRidge’s most active industry sectors for mergers and acquisitions and provide an outlook through Spring 2015. These 7 industries are also among the most active sectors that drive M&A Activity in Oklahoma and the Southern Midwest region

Recapitalization of B+T Group by the Gladstone Companies (Nasdaq:GLAD and Nasdaq:GAIN)

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
B+T Group has recapitalized with a $28 Million investment by Gladstone Capital Corporation (Nasdaq:GLAD) and Gladstone Investment Corporation (Nasdaq:GAIN).

Progressive Supply Acquired by DistributionNOW (NYSE:DNOW)

Posted by Matthew Bristow in Mergers & Acquisitions
Progressive Supply (Pipe Distribution). ClearRidge has represented and closed two exceptional Oklahoma deals in the past month, in each case delivering a well-capitalized buyer and a robust valuation and deal terms.

Mergers & Acquisitions for Q3 2014 and Outlook through 2015

Posted by Matthew Bristow in Mergers & Acquisitions
ClearRidge Report: Mergers & Acquisitions for Q3 2014 and 2015 Outlook. In this report, we review our most active industry sectors. These 7 industries are also among the most active sectors that drive M&A Activity in Oklahoma and the Southern Midwest region.

ClearRidge 2014 Middle Market M&A Advisory Firm of the Year

Posted by Matthew Bristow in Mergers & Acquisitions
June 12, 2014. ClearRidge, an Oklahoma Investment Banking firm, was named Middle Market M&A Advisory Firm of the Year by Acquisition International. Click "More" to read full article.

Mergers & Acquisitions for Q2 2014 and Outlook through 2014

Posted by Matthew Bristow in Mergers & Acquisitions
ClearRidge Report: Mergers & Acquisitions for Q2 2014 and Outlook through 2014. In this report, we review our most active industry sectors. These 8 industries are also among the most active sectors that drive M&A Activity in the Oklahoma and the Southern Midwest region. Click "More" to read the the full article.

Mergers & Acquisitions for Q1 2014 and Outlook through Fall 2014

Posted by Matthew Bristow in Mergers & Acquisitions
ClearRidge Report: Mergers & Acquisitions for Q1 2014 and Outlook through Fall 2014. In this report, we review our most active industry sectors. These 8 industries are also among the most active sectors that drive M&A Activity in the Oklahoma and the Southern Midwest region. Click "More" to read the the full article.

Mergers & Acquisitions Outlook through Summer 2014 and Full Year 2013 Review

Posted by Matthew Bristow in Mergers & Acquisitions
ClearRidge Report: Mergers & Acquisitions for Full Year 2013 and Outlook through Summer 2014. In this report, we review our most active industry sectors. These 8 industries are also among the most active sectors that drive M&A Activity in the Oklahoma and the Southern Midwest region. Click "More" to read the the full article.

Ball Winch Pipeline Services acquired by L.B. Foster Company (NASDAQ: FSTR).

Posted by Matthew Bristow in Mergers & Acquisitions
November 8, 2013. Ball Winch Pipeline Services, LLC, the Willis, Texas, privately-owned company that applies specialty pipe coatings and provides field services for the oil and gas, mining, water and waste water industries, was acquired by L.B. Foster Company (NASDAQ: FSTR). The Company was advised by ClearRidge of Tulsa, Oklahoma. Click More to read about the transaction.

Hermetic Switch, Inc. (HSI Sensing) acquired Genisco Filter Corporation

Posted by Matthew Bristow in Mergers & Acquisitions
June 13, 2013. Hermetic Switch, Inc. (HSI Sensing) acquired Genisco Filter Corporation, a California company. Genisco, headquartered in San Diego, designs and manufactures electromagnetic interference (EMI) filters for military/defense and industrial/commercial markets. ClearRidge is a long-time advisor to HSI Sensing.

Thacher Associates acquired by K2 Intelligence, the business investigative and intelligence firm.

Posted by Matthew Bristow in Mergers & Acquisitions
December 31, 2013. Thacher Associates, the New York City investigative consulting firm was acquired by K2 Intelligence to expand Integrity Monitoring Model nationally and internationally. The Company was advised by Managing Directors of ClearRidge. Click More to read more about the transaction.

First Wave MRO acquired by Tray Siegfried and Jon Werthen. Oklahoma Aerospace Maintenance, Repair and Overhaul firm.

Posted by Matthew Bristow in Mergers & Acquisitions
December 17, 2012. First Wave MRO, Inc. enters into Agreement to sell its assets to a newly-formed entity, owned by Tray Siegfried and Jon Werthen. The Company was advised by ClearRidge.

Allied Industrial, Inc. acquired by Pipeline Supply & Service, LLC, a Houston, Texas pipeline supply, service and rental company.

Posted by Matthew Bristow in Mergers & Acquisitions
October 29, 2012. Pipeline Supply & Service acquired substantially all the assets of Allied Industrial Supply. Allied Industrial was advised by ClearRidge Capital. Founded in Oklahoma in 1978, Allied Industrial Supply is an Oklahoma distributor of commercial and industrial tools, supplies and equipment.

TCI Services, Inc. was acquired by Team Industrial Services, the largest specialized industrial services company in North America.

Posted by Matthew Bristow in Mergers & Acquisitions
September 28, 2012. TCI Services, also known as Tank Consultants, was acquired by Team Industrial Services (NYSE:TISI), the largest specialized industrial services company in North America. The Company was advised by Managing Directors of ClearRidge, acting in their capacity as registered representatives of Burch & Company, Inc.

Mergers and Acquisitions Outlook for the Fourth Quarter and 2013

Posted by Matthew Bristow in Mergers & Acquisitions
There are three months remaining in 2012 and we thought you may appreciate a summary of deal activity for the year to date, as well as an update on the most active industries that we work in at ClearRidge, which also represent the largest industries in Oklahoma.

5 Questions with Matthew Bristow: Tulsa World

Posted by Matthew Bristow in Mergers & Acquisitions
February 17, 2012. Tulsa World 5 Questions with Matthew Bristow, Managing Director ClearRidge. He is a federal- and state-registered investment banking agent and a certified merger and acquisition advisor, with banking and finance experience in London and Paris.

Ready to sell your business in 2012? NOT SO FAST.

Posted by Matthew Bristow in Mergers & Acquisitions
March 16, 2012 - Ready to sell your business in 2012? NOT SO FAST. If you are considering selling your business in 2012, you need to consider the full sale process, from start to finish. Critical pre-sale due diligence - common mistakes and potential consequences.

Warren & Christian, Inc. acquired by the Reservoir Group, an Aberdeen, Scotland company focused on down-hole drilling products and services.

Posted by Matthew Bristow in Mergers & Acquisitions
February 6, 2012. ClearRidge , an Oklahoma investment banking firm, announced the acquisition of Warren & Christian, Inc., an Oklahoma oil field services company by Reservoir Group, an Aberdeen, Scotland company focused on down-hole drilling products and services. Principals of ClearRidge were CRTS' advisor throughout the M&A sale process.

Outlook for M&A Deal Volumes and Valuations in 2012

Posted by Matthew Bristow in Mergers & Acquisitions
January 5, 2012 - Outlook for M&A Deal Volumes and Valuations in 2012. We consider deal volumes, valuations, leverage multiples, as well as demand from strategic buyers and financial buyers. Tulsa Business Journal Feature Article by ClearRidge.

SBS Industries, Inc. of Tulsa, OK acquired by Gladstone Investment Corporation (Nasdaq: GAIN).

Posted by Matthew Bristow in Mergers & Acquisitions
September 1, 2011. Gladstone Investment Corporation (Nasdaq: GAIN) announced the acquisition of SBS Industries, Inc. of Tulsa, Oklahoma. SBS Industries was advised by ClearRidge , an Oklahoma investment banking firm. SBS Industries founded in 1975 and headquartered in Tulsa, Oklahoma, is a manufacturer and value-added distributor of specialty fasteners and threaded screw products.

CRTS, Inc. of Tulsa, OK acquired by Insituform Technologies, Inc. (Nasdaq: INSU).

Posted by Matthew Bristow in Mergers & Acquisitions
July 5, 2011. Insituform Technologies, Inc. (Nasdaq: INSU) announced the acquisition of CRTS, Inc. of Tulsa, Oklahoma. Bruce Jones and Matthew Bristow of ClearRidge were CRTS' advisor throughout the M&A sale process. CRTS, Inc., is a leader in pipeline coating services based in Tulsa, Oklahoma.

Positive M&A trend gaining momentum for midsized private companies

Posted by Matthew Bristow in Mergers & Acquisitions
April 25, 2011. The positive start for Oklahoma and Midwest mergers and acquisitions activity in 2011 is gaining strength and momentum. Higher prices, cash at closing, more deals getting done. Click "More" below to read this article.

Reuters: M&A has busiest January in 11 years

Posted by Matthew Bristow in Mergers & Acquisitions
January 28, 2011. Dealmaking is back on the agenda as CEOs step up the hunt for ways to put a multitrillion-dollar cash pile to work, triggering the busiest January for M&A in 11 years.

Cedar Creek Lumber Announces a Recapitalization with Charlesbank

Posted by Matthew Bristow in Corporate Finance, Mergers & Acquisitions
May 20, 2010. Cedar Creek announces a recapitalization by Charlesbank Capital Partners, who acquire majority ownership of Cedar Creek, the largest cedar distributor in the United States. Cedar Creek was advised by ClearRidge.