Advisory Services


Clarke provides full-service, extensive financial advisory services to our corporate clients. We specialize in the private, micro-cap and small-cap public markets. Our expertise in the capital markets, along with our understanding of specific industry sectors and our approach of working closely with management, assures our clients that they will have the necessary means to meet their objectives and optimize their ability to succeed. Usually, these comprehensive services are only available to much larger corporations and public companies.

Capital Formation
Mergers & Acquisitions
Business Advisory Services
Private Equity Placements
Mergers/Acquisitions and Business offerings to Investment Groups or Qualified Individuals
Business Valuations
Series A, B or C rounds of capital
Offerings Targeted to Specific Markets and Investment buyers
Capital Needs Analysis
Investment Memorandums
Valuations & Pre- Due Diligence
Capital Market Options Analysis
PIPE Financing
Prospective Buyer Research
Business Reorganization
Venture Capital Origination
Investor Research
Fairness Opinions
2nd Stage, 3rd Stage, & Mezzanine Financing
Acquisition Financing
Private Debt Capital
Project Financing
Due Diligence
Mezzanine Capital
Leveraged Recapitalization
Private Equity Sales
Debt Restructuring
RTO’s
Exit Strategies
Business Transfer Methods
Capital Formation
Private Equity Placements
Series A, B or C rounds of capital
Investment Memorandums
PIPE Financing
Venture Capital Origination
2nd Stage, 3rd Stage, & Mezzanine Financing
Project Financing
Leveraged Recapitalization
RTO’s
Mergers & Acquisitions
Mergers/Acquisitions and Business offerings to Investment Groups or Qualified Individuals
Offerings Targeted to Specific Markets and Investment buyers
Valuations & Pre- Due Diligence
Prospective Buyer Research
Investor Research
Acquisition Financing
Due Diligence
Private Equity Sales
Exit Strategies
Business Advisory Services
Business Valuations
Capital Needs Analysis
Capital Market Options Analysis
Business Reorganization
Fairness Opinions
Private Debt Capital
Mezzanine Capital
Debt Restructuring
Business Transfer Methods

Merchant Services

The highest returns are always achieved by recognizing potential for significant capital appreciation before others, utilizing expertise in efficiently evaluating these opportunities, and creatively structuring the right investment. Clarke’s Merchant Group identifies, evaluates these opportunities, and structures direct equity investments, mezzanine financing, or commercial lending. Clarke’s Merchant Group was established to acquire closely held companies of between $1 and $5 million in EBITDA and to become a strategic partner, involved in the development and growth of the selected companies through more than merely an infusion of capital.

The rapid expansion of financial instruments, shifts in the availability of capital, the variety of political climates and regulatory concerns, and the unpredictability of the national financial markets all point to the need for expert assistance, and investment, which can be provided through Clarke’s Merchant Group and its Investment Partners.

Clarke Advisors LLC has extensive expertise in structuring transactions under Regulation D, SCOR, Rule 144A, and Reg. A, Reg. S, and other public or private direct offerings, as well as commercial lending, mezzanine financing, commercial paper, and subordinated debt transactions. Our structures can provide an exit strategy for investors with short or long-term holding periods. By facilitating the repayment of debt with equity enhancements, or resale of shares and warrants, Management strives to deliver a solid and reliable rate of return to its investment partners.

 

Security transactions are conducted through Penates Group, Inc. (FINRA/SIPC)
Penates Group, Inc. has no affiliation with any Clarke entity.