Clearridge
ClearRidge is a Tulsa-based investment banking and M&A advisory firm serving owners of private mid-market companies ($20M–$100M revenue) across the central and southern US, with offices in Oklahoma, Texas, Utah, and Colorado, founded in 2008.
- Company typePrivate
- Founded2008
- HeadquartersTulsa, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Clearridge does
ClearRidge, LLC is a Tulsa, Oklahoma-based investment banking and M&A advisory firm founded in 2008 by Managing Directors Bruce Jones and Matthew Bristow. The firm provides mergers and acquisitions advisory, sell-side and buy-side representation, quality of earnings analysis, due diligence, restructuring advice, and capital sourcing services to owners of private companies with $20 million to $100 million in annual revenue, primarily in the central and southern United States. Securities-related services are delivered through an unaffiliated FINRA/SiPC member, M&A Securities Group, Inc., with ClearRidge's Managing Directors operating as registered investment banking agents of that firm. Headquartered in Tulsa, the firm has expanded to additional offices in Oklahoma City, Dallas, Salt Lake City, and Denver, and has closed M&A transactions in excess of $1 billion in aggregate value since founding, with a representative deal roster spanning precast concrete, groundwater services, fluid power, sealing solutions, pipeline construction, and building materials distribution.
The firm's business model is professional-services fee-for-service advisory, with engagement-specific pricing tied to transaction complexity, deal size, and scope of services; pricing is not publicly disclosed. ClearRidge reaches clients through direct advisory relationships, industry reputation, regional referral networks, thought-leadership content (M&A market outlook reports and sector analysis), conference participation, and earned media coverage in outlets such as Tulsa World, Tulsa Business Journal, and Journal Record. The firm is privately held with no disclosed external institutional investors, operates as an LLC domiciled in Oklahoma, and employs 51–100 professionals. The underlying technology stack is conventional professional-services tooling; ClearRidge's competitive differentiation is built on senior talent, regional deal experience, and a multi-state central-US footprint rather than proprietary technology or AI-enabled workflows.
Clearridge firmographics
Firmographics- Name
- Clearridge
- Legal name
- ClearRidge, LLC
- Website
- https://clearridgecapital.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- ClearRidge is a Tulsa-based investment banking and M&A advisory firm serving owners of private mid-market companies ($20M–$100M revenue) across the central and southern US, with offices in Oklahoma, Texas, Utah, and Colorado, founded in 2008.
- Ownership category
- akta.pro rank
Clearridge industry classification
Industry- Product category
- Investment Banking & M&A Advisory
- akta.pro primary industry
- Buy-Side M&A Advisory (FSAEAGAB)
- akta.pro secondary industry
- Transaction Services (Financial, Tax & Commercial Due Diligence) (BPAHAOAB)
Keywords
Where Clearridge is headquartered
LocationHeadquarters
- HQ city
- Tulsa
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Clearridge business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- M&A Advisory and Transaction Fees: ClearRidge generates revenue through providing mergers and acquisitions advisory services to business owners, including sell-side and buy-side representation, acquisition strategy, quality of earnings analysis, and due diligence services. The firm also provides restructuring advice and capital sourcing services, with securities-related transactions offered through affiliated entity M&A Securities Group, Inc.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Clearridge product offering
Product offeringCore offering
Clearridge is an M&A advisory and investment banking firm that advises mid-market private companies on sell-side and buy-side transactions, Quality of Earnings analysis, due diligence, restructuring, and corporate finance matters. The firm primarily serves business owners with $20M–$100M in revenue across the central and southern United States and has facilitated transactions valued at more than $1 billion.
Product overview
ClearRidge is an M&A investment banking and business advisory firm offering professional advisory services. The company operates as a single unified service offering focused on mergers and acquisitions advisory rather than a technology platform. Core services include: Selling My Company (sell-side advisory for mid-market private company owners), Acquisition Strategy (buy-side advisory for acquisition execution), Quality of Earnings (financial analysis and reporting), and Due Diligence (comprehensive business and financial due diligence). The firm was founded in 2008 and has closed M&A transactions in excess of $1 billion in transaction value. Securities-related services are offered through an unaffiliated entity, M&A Securities Group, Inc., member FINRA/SiPC.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-Side M&A Advisory Represents business owners in the sale of their companies, managing valuation, buyer identification, negotiations, and transaction execution for mid-market private companies with $20M–$100M in revenue.
- Buy-Side M&A Advisory Advises companies pursuing acquisitions, including target identification, valuation, deal structuring, and transaction execution support.
- Quality of Earnings Analysis Provides earnings normalization and financial due diligence analysis to support M&A transactions and lender or investor reviews.
- Due Diligence Services Conducts financial and business intelligence due diligence in support of M&A transactions for buyers, sellers, and investors.
- Restructuring Services Provides corporate restructuring advisory to companies facing operational, financial, or capital structure challenges.
- Corporate Finance Advisory Delivers corporate finance advisory services, including capital structure analysis, recapitalization planning, and strategic financial guidance for mid-market companies.
Quantifiable outcome
- ClearRidge has closed M&A transactions in excess of $1 Billion in transaction value
- +1 more outcomes
Companies that use Clearridge
Customer profileNamed customers6 records
Segments1 record
Ideal customer profiles1 record
Clearridge technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Clearridge partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered supporting.
- Doerner SaunderssupportingLegal counsel provided to Aberdeen Dynamics for the acquisition of East Texas Seals.
- McAfee & TaftsupportingLegal advice provided to M Wright Services for the minority investment transaction.
- Hall EstillsupportingLegal advice provided to Velocity Management Advisors for the M Wright Services investment.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Clearridge competitors and assessment
Company assessmentDirect peers
- Generational Group: One of the largest U.S. middle-market M&A advisory firms, providing sell-side and buy-side advisory, valuation, and transaction services to private business owners. Directly comparable to ClearRidge in target client profile, deal size, and professional services revenue model.
- Brown Gibbons Lang & Company: Middle-market investment bank providing M&A advisory, capital raising, and financial restructuring services. Comparable in focus on middle-market private companies and in delivering sell-side, buy-side, and recapitalization advisory.
- Benchmark International: Global M&A advisory firm specializing in private company sales, acquisitions, and growth capital for mid-market businesses. Direct competitor for sell-side mandates in the same revenue range ClearRidge targets.
- Calder Capital: Middle-market M&A advisory firm focused on lower- and middle-market transactions across diverse industries. Highly comparable boutique model and client size profile to ClearRidge.
- Woodbridge International: Global middle-market M&A advisory firm providing sell-side representation, acquisition advisory, and valuation services to private business owners. Direct peer in service mix and target deal size.
- Corporate Finance Associates: Middle-market investment bank offering M&A advisory, valuations, and capital sourcing to private companies. Comparable horizontally-focused coverage model and mid-market focus.
- KROST CPAs & Advisors: California-based CPA and advisory firm with a dedicated M&A and capital markets practice serving middle-market companies. Comparable boutique advisory model with accounting and transaction services overlap with ClearRidge's QoE and due diligence offerings.
- W.Y. Campbell & Company: Middle-market investment bank providing M&A advisory and corporate finance services to private and public companies. Comparable in deal size focus and full-service advisory model.
- GPB Capital (now defunct) / Mid-Market M&A Boutiques (e.g., Cornerstone Business Services): Other regional and mid-sized M&A advisory boutiques serving similar private-company clients in deal sizes overlapping ClearRidge's $20M-$100M revenue band, though names vary; included as a representative class of directly competitive regional advisors.
Broad incumbents
- Stifel Financial (Investment Banking): Diversified wealth management and investment banking firm with a substantial middle-market M&A practice. Overlaps with ClearRidge in middle-market sell-side and buy-side advisory, but operates as a large, full-service incumbent with significantly broader capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Clearridge social profiles
Digital presenceClearridge financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clearridge leadership team
Management profileNumber of profiles
Profiles5 records
Clearridge funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clearridge M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clearridge
What does Clearridge do?
Clearridge is an M&A advisory and investment banking firm that advises mid-market private companies on sell-side and buy-side transactions, Quality of Earnings analysis, due diligence, restructuring, and corporate finance matters. The firm primarily serves business owners with $20M–$100M in revenue across the central and southern United States and has facilitated transactions valued at more than $1 billion.
Is Clearridge a public or private company?
Clearridge is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Clearridge founded?
Clearridge was founded in 2008. It employs 51 to 100 people.
Where is Clearridge based?
Clearridge is headquartered in Tulsa, United States, in the North America region.
How does Clearridge make money?
One revenue line is on record: M&A Advisory and Transaction Fees.
Who are Clearridge's main competitors?
Direct peers on record are Generational Group, Brown Gibbons Lang & Company, Benchmark International, Calder Capital, Woodbridge International, Corporate Finance Associates, KROST CPAs & Advisors, W.Y. Campbell & Company and GPB Capital (now defunct) / Mid-Market M&A Boutiques (e.g., Cornerstone Business Services). Stifel Financial (Investment Banking) is listed as a broad incumbent.
Does Clearridge have an API?
No public API is recorded for Clearridge.
What industry is Clearridge in?
Clearridge's product category is Investment Banking & M&A Advisory. Its primary akta.pro industry code is FSAEAGAB, Buy-Side M&A Advisory, with a secondary code of BPAHAOAB, Transaction Services (Financial, Tax & Commercial Due Diligence).