ClearRidge Investment Banking and Transaction Advisory
Investment BankingOklahoma, United States2-10 Employees
ClearRidge Investment Banking and Transaction Advisory is a small firm based in Tulsa, Oklahoma, that provides outsourced, senior-level financial advisory to owners of midsized private companies. Founded in 2008, it positions itself as an in-house team of experienced professionals to help clients make strategic decisions around complex transactions. Its practice areas cover mergers and acquisitions, corporate finance, and restructuring, supporting sales, acquisitions, capital sourcing, and turnaround planning. In M&A, it offers planning, diligence, and execution for selling a business, pursuing acquisitions, and valuations. Securities-related services are provided through M&A Securities Group, Inc., a registered broker-dealer.