Welcome to Clarke Advisors LLC
Capital market placements for emerging growth companies including; venture capital, private equity and recapitalization’s
Merger and acquisition services; including strategic sale, buy-side and sell-side representation
Business valuation and CFO services
Merchant banking; including principal transactions in profitable lower middle market entities
As a boutique investment banking firm, Clarke has the ability to handle lower middle market transactions, between $10 and $250 million. Clarke is unique with the strength of additional resources which include Penates Group, Inc. (FINRA/SIPC), RBC Investment Banking (for larger transactions) and RBC Wealth Management.
Clarke Advisors Merger and Acquisition practice has a market focus on lower middle market companies; including Technology and the Transportation and Logistics Industry where we cover buyers and sellers and alternative forms of capital on a nationwide basis. Our preference is to focus on Private Equity and the Larger Strategic Buyers of these companies where a clean transaction can be closed without the need for Promissory Notes, Owner Carry Backs or Resets based on future performance. Clarke’s capital markets focus is on institutional placements of equity and debt (Series A, B or C) of between $10 and $50 million. Clarke’s Merchant Group makes principal investments in closely held basic industry and service oriented companies. We are available for consultation about your plans and objectives at 480-488-1929 or nec@clarkeadvisors.net
The Value of Investment Banking
Doug Braunstein, Head of investment banking, J.P. Morgan:
“The days of two CEOs meeting in a room and reaching a handshake are over. Deals are much more complicated. There needs to be a company and advisers who are adept at addressing a broader range of issues.”
Boon Sim, Americas Head of M&A, Credit Suisse Group:
“Clients actually need bankers more in complex transactions. They need us less in the straightforward M&A assignments. On those types of deals, we have educated the clients well over the past two decades; they’ve hired MBAs and ex-bankers, and people get more sophisticated. Their needs have naturally evolved. But when they need us, they need us more than before given the increasingly complicated world we live in.”
Gene Sykes, Co-Chairman of M&A, Goldman, Sachs & Co.:
“The role of advice today takes into account a much broader range of insight than the pure merger advice that [Americas M&A head Tim Ingrassia] and I were trained in when we started our careers. The last 10 years have seen this evolve. While the individual relationships are still at the heart of what makes this business work for people, the breadth of insight is a very important part as well.”