ClearRidge, a leading M&A advisor in the central United States, specializes in business exit strategies that maximize value. With billions in M&A transactions closed since 2008, our investment banking firm brings unmatched expertise to advise on your transaction. We orchestrate a confidential business sale — collaborating with your team and experienced counsel, tax and accounting professionals. We manage due diligence, target the right buyers, and negotiate terms that protect you now and post-closing. Our work is confidential, highly tailored, and includes regular reporting to you from our deal management software.
Sale to a Strategic Buyer
Want a complete sale of your business? We excel at securing maximum value and delivering immediate liquidity through a seamless sale process.
Sale to a Private Equity Group
Considering a phased exit? Our M&A transaction experts guide you through selling to private equity, retaining a minority stake for future growth before a final sale in 3-5 years. More than 60,000 private companies in the United States are now owned by private equity groups, most of them retaining their original names and management teams. Oftentimes, a sale to private equity is actually through a company that already operates in your industry and is owned or backed by private equity.
Our Sale Process
We prepare your business, conducting up front due diligence, quality of earnings, in-depth financial and business analysis. We research and discuss all prospective buyers and rank them according to best fit with your business. We produce a customized confidential information memorandum, quality of earnings report and marketing materials for each prospective buyer, create a secure dataroom and manage the confidential approach to each buyer to achieve the most successful outcome. We lead deal negotiations and ensure you have a clear understanding of the proposed terms and buyer’s rationale for each deal point, then negotiate preferential terms that best meet your goals and protect your interests. Our advisors also support counsel in purchase agreement negotiations and disclosure schedules preparation.
We provide coaching before every call and meeting, participate at every step of the way, and quarterback the process from start to finish. 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.
Ready to Achieve Your Goals?
Contact ClearRidge’s M&A and due diligence experts at 918.392.2900 or email a Managing Director. With offices in Tulsa, Oklahoma City, Dallas, and Denver, we’re your local business sale and acquisition advisors.
