(480) 488-1929

Schedule A Call

May 16, 2022

(480) 488-1929

Schedule A Call

All noted transactions were originated and placed by Clarke Advisors LLC or Norman E. Clarke prior to forming Clarke Advisors LLC. The transactions are a mix of Sell-Side M&A, Buy-Side M&A and Capital Formation, typically A, B or C rounds of Institutional Equity and Debt Capital.

$2,500,000

H&M Transport

Sell Side

Private Buyer


$21,000,000

Midstate Mechanical

Sell Side

Bain Capital


$6,500,000

Kottke Trucking

Purchased

Fellows Trucking


$5,000,000

AG Express Inc

Sell Side

Caymus Capital Group

$16,000,000

Landes Trucking

Sell Side

Huron Capital


$22,000,000

Energy and Power

Provided Capital Raise


$3,500,000

Elder Logistics

Buy Side Services

Bowen Transport


$4,000,000

Patriot Transit

Sell Side


$18,000,000

T-Haul Trucking

Sell Side

Kenan Advantage

$26,000,000

Fallbrook Auto Tech

Provided Capital Raise


$30,000,000

AG Trucking Inc.

Sell Side

Private Buyer


$5,600,000

Motor West

Sell Side

Lessors, Inc.


$5,000,000

Action 3PL

Sell Side

ProServ Transport

$4,000,000

JE Williams

Sell Side

Caymus Capital


$8,250,000

JM Transports

Sell Side

Crystal Flash


$6,000,000

Off Spec Solutions

Sell Side

Central Valley Fund


$13,000,000

United Global Logistics

Sell Side

Road One

Illustrative Transactions

Elder Logistics purchased Bowen Transportation, $3,500,000, Buyside Services
JM Transports, $8,250,000 Company Sale
Patriot Transit, $4,000,000 Company Sale
Action 3PL, $5,000,000, Company Sale
T-Haul Trucking, $18,000,000, Company Sale
Kottke Trucking purchased Fellows Trucking, $6,500,000, Buyside Services
Cliffside Trucking, $2,500,000, Debt Placement with TAB Bank
ASA Logistics, Distressed Work Out Services
Off Spec Solutions, $6,000,000, Majority Sale
Plan Berries, $2,000,000, Debt Placement
AG Express Inc., $5,000,000, Company Sale
United Global Logistics, $13,000,000, Company Sale
Riggs Companies, $5,000,000, Debt Placement
JE Williams Trucking, $4,082,000
H&M Trucking, $2,500,000, Sale
AG Trucking Inc., $30,000,000 Sale
Star Transportation, $21,000,000, Distressed Debt Recap
Cliff Viessman Transportation, Valuation Opinion
HO Wolding Transportation, Valuation Opinion
Superior Transportation, Valuation Opinion
Texas GF Transportation, Valuation Opinion
Coast Haddy, Valuation Opinion
JIT Transportation, Valuation Opinion
Itinio Technology, Fairness Opinion
Trius Transportation, Valuation Opinion
Seattle Freight, Valuation Opinion
LMM Sports Management, NFL Players Agency, $4.0 million, Equity Raise
Landes Trucking, Food Grade Trucking, $15.0 million, Sale
Energy and Power Solutions, Co-Gen Power Generation, $22.0 million, Equity Raise
Dollar Days, Internet Retailing, RTO/SPAC, $19.0 million (OTCBB), RTO and Equity Raise
Rodin, Consumer Electronics, $3.0 million, Sale
Eaton Vet Labs, Veterinary Medicine, $3.0 million, Debt Placement
Deep Dive Technologies, Fairness Opinion
JBM, Electronics, $20.0 million, Sale
Fallbrook Technologies, Inc., Transmission Manufacturer, $26 million, Equity Raise
Inilex, Inc., Tracking/Telemetry Device Manufacturer, Acquisition and $3.0 million, Equity Raise
VCommerce, Internet Retailing, $13.0 million, Equity Raise
Mid States Mechanical, Mechanical Contractor, $21.0 million, Recap
Succeed Corporation, Advisory Services
EBCO / Lazy Boy Stores, Advisory Services
Hawaii Medical Center, Bankruptcy Advisory Services
Cardiovascular Hospitals of America, Advisory Services
Quality Oil, Advisory Services
Mountainside Fitness, Advisory Services
American Legal Funding, Placement Agent Services
Duraswitch Industries Inc., Keyboard Technology, $3.0 million, Principal Investment
Duraswitch Industries Inc., Keyboard Technology, $10.0 million (NASDAQ), IPO
Micro Helix, Inc., Medical Ultrasound Cable Assemblies, $4.0 million (OTCBB), Equity Raise
Future One, Integrated Telecom Services to the Home, $8.0 million, ( OTCBB), Equity Raise
Par 3 Management, Auto Title Financing, Debt Placement
Telserra Global Inc., Transaction Processing, $3.0 million, Equity Raise
Incunet.com Inc., Technology Incubator, $4.0 million, Equity Raise
PowerOne Data, Intelligent Metering Systems, $4.0 million, Equity Raise
Telemax, LMDS Wireless Provider, $3.0 million, Principal Investment
Excel Staffing, Staffing and PEO Services, $7.0 million, Distressed Debt Recap
Company Finance, Internet Based Debt Search, $5.0 million, Principal Investment
Entech, Oil and Gas Distribution and Construction, $19.5 million (OTCBB), RTO and Equity Raise
One Source Technologies, Computer Maintenance, $3.0 million (OTCBB), Equity Raise
Realink, Appraisal Management Services, $3.0 million, Principal Investment
Realink, Appraisal Management Services, $10.0 million, Equity Raise
Scrip Advantage, Incentives and Direct Marketing, $10.0 million, Equity Raise
Lone Genie, Internet Mortgage Services, $7.1 million, Principal Investment