Private Equity Focus Mid-market private equity and venture capital activity in Clarke Advisors’ sweet spot, with emphasis on PE placements, VC syndication, and related capital markets services—potential upsell opportunities for fundraisings, exits, and portfolio company financings.

Tech Sector Target Clear emphasis on technology companies and basic industry middle market entities—target buyers for deal sourcing, valuations, investor targeting, and cross-border capital access.

Boutique Capabilities Small team with decades of finance and operations history; high potential for personalized advisory, targeted investor introductions, and scalable outsourced capital markets services for growing firms.

Revenue Scale Current revenue in the low to mid seven figures indicates room for growth through expanded services, new client wins, and expanded financing mandates with existing relationships.

Strategic Relationships Securities are offered through a separate entity (Finalis Securities LLC), highlighting potential collaboration on compliant offerings, broker-dealer partnerships, and co-marketing with aligned financial institutions.