Insights

Specialized Client Focus ClearRidge primarily serves mid-sized private companies, presenting opportunities to offer tailored financial advisory services such as mergers and acquisitions, restructuring, and capital sourcing to clients looking for discreet and professional support during complex transactions.

Growth Potential With recent revenue up to ten million dollars and a small team, ClearRidge may be seeking strategic partnerships or additional capital to expand its service offerings or market reach within the investment banking sector.

Technology Leverage Utilizing tools like Google Cloud, Shopify, and SEO optimization suggests an openness to innovative digital solutions, providing opportunities to introduce advanced fintech or cybersecurity services that streamline client interactions and enhance service delivery.

Market Positioning Compared to larger competitors with extensive staff and higher revenues, ClearRidge's boutique approach positions it well to attract niche private company clients seeking personalized, discreet transaction support, which could be appealing for targeted service proposals.

Network Expansion Given its affiliation with M&A Securities Group and focus on confidential transactions, there are opportunities to develop referral alliances or co-marketing initiatives with complementary financial service providers to broaden client acquisition channels.

Similar companies to ClearRidge Investment Banking and Transaction Advisory

ClearRidge Investment Banking and Transaction Advisory Tech Stack

ClearRidge Investment Banking and Transaction Advisory uses 8 technology products and services including Open Graph, Twemoji, jQuery, and more. Explore ClearRidge Investment Banking and Transaction Advisory's tech stack below.

  • Open Graph
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Akismet
    Web Platform Extensions

Media & News

ClearRidge Investment Banking and Transaction Advisory's Email Address Formats

ClearRidge Investment Banking and Transaction Advisory uses at least 2 format(s):
ClearRidge Investment Banking and Transaction Advisory Email FormatsExamplePercentage
FLast@clearridgecfo.comJDoe@clearridgecfo.com
100%
FLast@clearridgecapital.comJDoe@clearridgecapital.com
43%
Last@clearridgecapital.comDoe@clearridgecapital.com
7%
First@clearridgecapital.comJohn@clearridgecapital.com
7%
FLast@clearridgecapital.comJDoe@clearridgecapital.com
43%

Frequently Asked Questions

Where is ClearRidge Investment Banking and Transaction Advisory's headquarters located?

Minus sign iconPlus sign icon
ClearRidge Investment Banking and Transaction Advisory's main headquarters is located at 427 South Boston Avenue, 1st Floor Tulsa, OK 74103, US. The company has employees across 1 continents, including North America.

What is ClearRidge Investment Banking and Transaction Advisory's phone number?

Minus sign iconPlus sign icon
You can contact ClearRidge Investment Banking and Transaction Advisory's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ClearRidge Investment Banking and Transaction Advisory's official website and social media links?

Minus sign iconPlus sign icon
ClearRidge Investment Banking and Transaction Advisory's official website is clearridgecapital.com and has social profiles on LinkedIn.

How much revenue does ClearRidge Investment Banking and Transaction Advisory generate?

Minus sign iconPlus sign icon
As of October 2025, ClearRidge Investment Banking and Transaction Advisory's annual revenue is estimated to be $618K.

What is ClearRidge Investment Banking and Transaction Advisory's SIC code NAICS code?

Minus sign iconPlus sign icon
ClearRidge Investment Banking and Transaction Advisory's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does ClearRidge Investment Banking and Transaction Advisory have currently?

Minus sign iconPlus sign icon
As of October 2025, ClearRidge Investment Banking and Transaction Advisory has approximately 7 employees across 1 continents, including North America. Key team members include Managing Director: B. J.Director: M. S.Accounting Manager: M. C.. Explore ClearRidge Investment Banking and Transaction Advisory's employee directory with LeadIQ.

What industry does ClearRidge Investment Banking and Transaction Advisory belong to?

Minus sign iconPlus sign icon
ClearRidge Investment Banking and Transaction Advisory operates in the Investment Banking industry.

What technology does ClearRidge Investment Banking and Transaction Advisory use?

Minus sign iconPlus sign icon
ClearRidge Investment Banking and Transaction Advisory's tech stack includes Open GraphTwemojijQueryPriority HintsWP EnginereCAPTCHAGoogle Tag ManagerAkismet.

What is ClearRidge Investment Banking and Transaction Advisory's email format?

Minus sign iconPlus sign icon
ClearRidge Investment Banking and Transaction Advisory's email format typically follows the pattern of FLast@clearridgecfo.com. Find more ClearRidge Investment Banking and Transaction Advisory email formats with LeadIQ.

When was ClearRidge Investment Banking and Transaction Advisory founded?

Minus sign iconPlus sign icon
ClearRidge Investment Banking and Transaction Advisory was founded in 2008.

ClearRidge Investment Banking and Transaction Advisory

Investment BankingUnited States2-10 Employees

ClearRidge was founded in 2008 to assist business owners make better strategic decisions; to provide the owners of midsized private companies with an outsourced team of industry-leading professionals. Leveraging decades of experience successfully completing complex transactions, ClearRidge clients benefit from discreet, professional and effective representation in the sale of their private company, acquisition, restructuring or capital sourcing.

Mergers & Acquisitions
Discreet, professional and effective representation in the sale of your business, acquisitions and business valuations. We help you achieve your strategic goals through expert planning, diligence and execution.

Corporate Finance
Plan and source the most efficient capital structure for your business and secure the required debt and equity capital for acquisition financing, management buyouts and growth financing.

Restructuring
We understand the issues that impact business survival and financial strategy in stressed situations. Our team brings experience, knowledge and clarity to resolve issues and restructure a company.

Securities related services offered through M&A Securities Group, Inc., a registered broker dealer. Any third party posts linked to this profile should not be considered to represent the views of ClearRidge, LLC, its employees, or the views of M&A Securities Group, Inc.

Section iconCompany Overview

Headquarters
427 South Boston Avenue, 1st Floor Tulsa, OK 74103, US
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    ClearRidge Investment Banking and Transaction Advisory's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    ClearRidge Investment Banking and Transaction Advisory's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.