CLARKE ADVISORS LLC. PRIVATE INVESTMENT BANKING. Merger and Acquisition Services. Securities offered through Penates Group LLC, FINRA/SIPC (a non-affiliated entity). Overview. 8 .0 Regional and National Buyers 9 .0 Competitors 10.0 The First Step… 11.0 Representative Transactions
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PRIVATE INVESTMENT BANKING
Merger and Acquisition Services
Securities offered through Penates Group LLC, FINRA/SIPC (a non-affiliated entity).
Clarke Advisors LLC is a Boutique, FINRA licensed Investment Banking Firm. Our services include capital formation, merger, acquisition and divestiture for small to medium-sized closely held private companies.
Clarke’s experience has evolved from a number of industries including business services, technology and manufacturing.
In the past five years he firm has developed an industry focus in Transportation, Logistics and its industry related Manufacturing Companies.
Typically, there are three tiers of buyers:
A. Private Equity Buyers can move the fastest, offer the best terms and conditions BUT are the most selective of the industry buyers.
B. Large regional companies; (often backed by Private Equity) make up the second tier of buyers and handle the bulk of the transactions in the market today
C. Competitors of your firm both local and regional.
Start With: "Opinion of Your Company Value”
Provided By Clarke Advisors
Tax Planning Scenarios &
Estate Planning Scenarios
Coordinated By Clarke Advisors
Now; Your Exit or Succession Plan Will Be Much Clearer!
Clarke Advisors Will Facilitate:
- Investor or Strategic Sale
- Equity Partner
- Family options
Within several industries including,
Transport, Logistics, Jobbers and Technology
Norman E. Clarke, Managing Partner
Matt McNeil, Senior Advisor
Jim Jenks, Senior Advisor
Bob Peach, Senior Advisor
Cindy Rhodes, Senior Analyst
Clarke Advisors LLC
PO Box 3466
7275 East Easy Street
Carefree, AZ 85377