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ClearRidge Investment Banking and Transaction Advisory Employee Directory

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.

Find ClearRidge Investment Banking and Transaction Advisory employees' phone numbers or email addresses

ClearRidge Investment Banking and Transaction Advisory Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

ClearRidge Investment Banking and Transaction Advisory's Leadership

  • Stylized image of a person
    M. B.
    Co-Founder And Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. J.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Accounting Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. Y.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Investment Banking - M&a
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. P.
    Executive Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. S.
    Executive Assistant
    Phone icon
    Mobile Phone

ClearRidge Investment Banking and Transaction Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from ClearRidge Investment Banking and Transaction Advisory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Co-Founder And Managing Director
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 29, 2026
  • Stylized image of a person
    B. J.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Feb 20, 2026
  • Stylized image of a person
    J. A.
    Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. C.
    Accounting Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 24, 2026
  • Stylized image of a person
    S. Y.
    Principal
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jun 27, 2026
  • Stylized image of a person
    J. C.
    Investment Banking - M&a
    Phone icon
    Mobile Phone
    United States
    May 30, 2026
  • Stylized image of a person
    E. P.
    Executive Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    G. S.
    Executive Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 25, 2025
  • Stylized image of a person
    K. C.
    Executive Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. Y.
    Intern
    Phone icon
    Mobile Phone
    United StatesOklahoma
    May 29, 2026

Frequently Asked Questions

What is ClearRidge Investment Banking and Transaction Advisory known for?

Minus sign iconPlus sign iconClearRidge Investment Banking and Transaction Advisory was founded in 2008 operates in the Investment Banking industry. The company's main headquarters is located in 427 South Boston Avenue 1st Floor Tulsa, Oklahoma 74103 United States; you can contact the main corporate office by phone at
+1-918-392-****
. Explore ClearRidge Investment Banking and Transaction Advisory's company overview page for more information.

What is ClearRidge Investment Banking and Transaction Advisory's most common email format?

Minus sign iconPlus sign iconClearRidge Investment Banking and Transaction Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ClearRidge Investment Banking and Transaction Advisory email formats with LeadIQ.

How many employees does ClearRidge Investment Banking and Transaction Advisory have currently?

Minus sign iconPlus sign iconClearRidge Investment Banking and Transaction Advisory has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are ClearRidge Investment Banking and Transaction Advisory's key employees and leadership?

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As of June 2026, ClearRidge Investment Banking and Transaction Advisory's key employees include:

  • Co-Founder And Managing Director: M. B.
  • Managing Director: B. J.
  • Director: J. A.
  • Accounting Manager: M. C.
  • Principal: S. Y.

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