Thursday, January 31, 2013

Is the Prospective Buyer of your Business Re-trading?


January 30, 2013 Mergers & Acquisitions The Journal Record Blog:

Re-trading is the fairly common practice of a buyer renegotiating the purchase price of a company after agreeing on price and terms. This article addresses the likely, causes and implications of a buyer attempting to re-trade.

http://journalrecord.com/2013/01/30/is-the-prospective-buyer-of-your-business-re-trading/


Matthew is a Certified Merger and Acquisition Advisor and a federal and state registered investment banking agent. Matthew co-founded ClearRidge with Bruce and has a range of banking experience from London, England. Prior to moving to the US, Matthew managed the derivatives trading division of a boutique investment banking, fund management and securities firm in London. Business ventures also took him from his native England to Paris, France working for Group Bull, a leading European information technology company. Matthew’s last deal in England was with his wife, Lindsey, a Tulsa girl, who wanted to move back home. Matthew holds Series 62, 63 and 79 securities licenses and is a registered investment banking agent with Burch & Company, Inc., member FINRA/SiPC. Matthew earned a Double Honors Degree in Management Economics and French from the University of Leeds, England. Matthew was recently elected to a three-year term as a Trustee of First Presbyterian Church in Tulsa, is a member of the Oklahoma Chapter of the Entrepreneurs' Organization, the Rotary Club of Tulsa and is Chair of Rotary's Committee for the Veterans' Entrepreneurship Program through Oklahoma State University's School of Entrepreneurship. Matthew also writes a weekly column on Corporate Finance for the Journal Record, Oklahoma's statewide daily business newspaper. Matthew enjoys sailing, running, skiing, cycling, motor racing and most of all spending time with his family. He represented Great Britain in three Sailing World Championships in the 5o5 class. For further information, visit www.clearridgecapital.com or www.matthewbristowtulsa.com. All rights reserved. Copyright: ClearRidge Capital, LLC, 2013.

Monday, January 7, 2013

ClearRidge Transaction Announcement:

Thacher Associates, the New York City investigative consulting firm was acquired by K2 Intelligence to expand Integrity Monitoring Model nationally and internationally. The Company was advised by Managing Directors of ClearRidge Capital, acting in their capacity as registered representatives of Burch & Company, Inc.

For more information, click through:
http://www.clearridgecapital.com/news/thacher-kroll-k2.htm


TULSA, OKLAHOMA – December 31, 2013 – ClearRidge Capital, an Oklahoma Investment Banking firm, announces the acquisition of Thacher Associates, the New York City investigative consulting firm by K2 Intelligence, the business investigative and intelligence firm founded by Jules and Jeremy Kroll. The Company was advised by Managing Directors of ClearRidge Capital, acting in their capacity as registered representatives of Burch & Company, Inc.

The combined firm will employ 120 professionals in New York, London, Madrid and Washington, DC.
In addition to providing due diligence, investigative/audit and loss prevention services to both private and public sector clients, Thacher Associates is recognized as the nation’s leading construction project integrity monitor. Thacher Associates’ President and CEO, Thomas D. (“Toby”) Thacher II, and Executive Vice President and Chief of Operations, Joseph A. DeLuca, built Thacher Associates in part by serving as integrity monitors on such high profile projects as the post 9/11 Ground Zero clean-up, the ongoing rebuilding of the World Trade Center, the construction of the new Yankee Stadium, The East Side Access and the Second Avenue subway lines, and the building of headquarters for such corporate giants as the Bank of America, AOL/Time Warner, I.A.C and The Canadian Imperial Bank of Commerce.

Both Thacher and DeLuca will continue in their present positions to lead Thacher Associates as it expands its innovative and cost saving monitoring models across the U.S. and internationally.

Thacher Associates was formed in 1996, after Thacher and DeLuca had achieved high acclaim for the unique Inspector General program they designed and implemented in 1990 to protect the New York City School Construction Authority’s $4.3 billion construction program.

Toby Thacher served as SCA’s first Vice President and Inspector General for from 1990 to 1996. In that capacity, Thacher made innovative use of criminal, civil and administrative law to combat fraud and build a community of independent private-sector inspectors general who work with contractors and vendors on site and in real time to prevent and detect fraud instead of the usual path of investigating it after the fact.

Terms of the transaction are not disclosed.

About ClearRidge Capital
ClearRidge provides Corporate Finance, Merger & Acquisition and Restructuring services for midsized companies. Principals of ClearRidge have completed M&A transactions, provided restructuring advice and secured new and replacement capital for midsized companies across the US and Canada. Advisory services are provided with a focus to maximize value for shareholders and ensure that the process is confidential, timely and professional. ClearRidge has worked with many of the leading private equity groups, banks, law firms, audit and accounting firms across the US. For further information, visit www.clearridgecapital.com.

About Burch & Co., Inc.
Licensed in all fifty states and registered with the Securities and Exchange Commission, FINRA and SIPC, Burch & Company, Inc. is a registered broker/dealer. For further information, visit www.burchco.com.


All rights reserved. Copyright: ClearRidge Capital, LLC, 2013.