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CLARKE ADVISORS LLC. PRIVATE INVESTMENT BANKING. Transportation and Logistics Industry Services. Securities offered through Penates Group LLC, FINRA/SIPC (a non-affiliated entity). ABOUT US.

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Presentation Transcript
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CLARKE ADVISORS LLC

PRIVATE INVESTMENT BANKING

Transportation and Logistics Industry Services

Securities offered through Penates Group LLC, FINRA/SIPC (a non-affiliated entity).

slide2

ABOUT US

Clarke Advisors LLC is a specialized Financial Advisory and Merchant Banking Firm, providing the highest quality Investment Banking services including institutional financing, merger, acquisition and divestiture for small to medium-sized private and public companies. Clarke has developed an industry focus in Transportation and Logistics.

types of transactions
Types of Transactions
  • Sell side Strategic Buyer
  • Sell side Financial Buyer
  • Buy Side Strategic of Financial
  • Debt Recapitalization
  • Debt Recapitalization Pre-Bankruptcy
  • Capital Formation Non-Bank Debt
  • Capital Formation Equity
  • Advisory services; valuation, interim CFO, research.
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transport services

A. Clarke maintains a complete Database of the transportation and logistics industry buyers and sellers.

B. Clarke is in conversation with hundreds buyers and sellers on a monthly basis allowing the interested seller (or buyer) to confidentially complete a transaction with the proper valuation and the optimum terms and conditions.

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transport services

There are three tiers of buyers in the Transportation and Logistics Industry:

Private Equity Buyers can move the fastest, offer the best terms and conditions BUT are the most selective of the industry buyers.

Large regional carriers; (often backed by Private Equity) make up the second tier of buyers and handle the bulk of the transactions in the market today.

Your competitors make up the third tier and must be considered after the first two tiers have been approached.

consider an interim step for owners and management
Consider an interim step for Owners and Management
  • We will provide enough information now for proper insight and decision making.
  • Regarding the future of your Company; for personal reasons, for family reasons, and for your employee’s.
  • Helping you decide when should you sell, acquire, raise capital or buyout a partner.
exampletax considerations
ExampleTax Considerations

Elimination of Capital Gains Taxes under Section 1042

The deferral of capital gains taxes using Section 1042 could be turned into the elimination of capital gains taxes in their entirety.  This occurs when the seller holds the investment in QRP until death.  At that time, the QRP passes on to the seller’s heirs with a step up in basis.  As the basis in the assets is now equal to the value of the investments, there is no capital gain to tax and, therefore, no capital gains taxes due.  Please note that the overall estate, including the QRP, may be subject to Federal or state estate taxes, unless some other exemption exists.  Still, avoiding a 30% or more in capital gains tax remains attractive and offers significant savings. Check with your CPA.

an interim step
An interim Step

Your Options:

Start With:“Opinion of Your Company Value”

Provided Free of Charge By Clarke Advisors

Tax Planning Scenarios &

Estate Planning Scenarios

Coordinated By Clarke Advisors

Your Exit or Succession Plan Will Be Much Clearer!

Clarke Advisors Will Facilitate:

Exit Plan

- Sale or Strategic Sale

- Re-Capitalization

Growth Plan

- Re-Capitalization

- Equity Partner

Succession Plan

- Family

- Employees

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Representative transactions

Across and number of industries including,

Oil Jobbers, Transport and Logistics

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principals

Norman E. Clarke, Managing Partner

Joseph J. Asta III, Partner

Matt McNeil, Senior Advisor

Jim Jenks, Senior Advisor

Bob Peach, Senior Advisor

Cindy Rhodes, Senior Analyst

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Contact Information

Email: nec@clarkeadvisors.net

Office: 480.488.1929

Cell: 602.284.8401

Clarke Advisors LLC

PO Box 3466

7275 East Easy Street

Suite 107

Carefree, AZ 85377

www.clarkeadvisors.net