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: 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.

Section 338 Business Sale –Stock Sale, with Asset Sale Tax Treatment

What is a 338 Election? How would I use it when I sell my business? In a typical acquisition (using an S-corporation as an example), the seller seeks to maximize capital gains, on which they pay a lower tax rate, and the buyer seeks to maximize the present value of tax deductions. While this may be desired, there may be a need to effect the transaction as a stock deal rather than an asset deal.
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