Clarke Advisors Overview

$1m+
Est Annual Revenue
$100-$299m
AUM

Company Details

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. Based in the Phoenix metropolitan area, Clarke's services include:

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), Otto Capital Managment, RBC Investment Banking (for larger transactions) and RBC Wealth Management.

Clarke's market focus is on lower middle market basic industry companies, technology and other knowledge based companies in the Western United States, including Arizona, California New Mexico, Colorado, Utah and Texas. Clarke's capital markets focus is on institutional placements of growth equity and debt of between $10 and $250 million as well as merger and acquisition services for small and mid-size organizations. 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 [email protected]

Locations

Location
7275 East Easy Street, Suite 107, 85377 AZ
United States

WSO Company Database Comparison Table

Get Full Access

  • Free 1 month access by adding just 1 salary datapoint here
  • REAL salary bonus data across 1,000+ companies
  • Plus free 1 month access to 10,000+ interview insights