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 firstname.lastname@example.org
Security transactions are conducted through Penates Group, Inc. (FINRA/SIPC) Pentates Group, Inc. has no affiliation with any Clarke entity.