Investment Banking Services

Handling your transaction from start to finish

Our investment banking services provide you with the financial connections you need to support your growth and your business goals. We develop and implement business succession strategies to accompany your desire to buy, sell, or merge your company. ClearPath Business Advisors can help owners and invested parties extract maximum value and liquidity from their businesses utilizing the plan that works best for both personal and financial needs.

Once we help you decide on a path, ClearPath can work hand-in-hand with your business to facilitate the next steps until closing with the capabilities to ensure an easy transition for both parties post transaction if needed.

ClearPath has provided advisory services for a host of industries like

Utilizing our connections to financial institutions that understand your business, we can provide you with the necessary documentation to make sure your business has the financial support you need. Our lender relationships are strong, and we can count on them delivering on promises that help the transaction run smooth. Our experts understand and advise your company about the feasibility of large investments or plans you have for your business.

ClearPath’s holistic approach is driven by your personal goals as an owner, extensive industry experience and unique insight, identifying potential losses, and solidifying tactics on how best to reduce your risk.

Buy-Side M&A Investment Advisory Service

Growing your business through intelligent acquisitions shouldn’t halt your daily workflows. Our buy-side M&A services identify best-fit acquisitions and guide you through the entire buying process.

Business screening and targeting to find attractive businesses and opportunities

Initial due diligence

Deal structuring and price negotiations

LOI/IOI documentation

Detailed due diligence

Uncovering realistic valuations using high-quality data

Utilizing relationships with CPAs and lawyers to navigate the legal side of the deal

Constant and clear channels of communication

Ongoing post-buy support

Buying a business is a time-consuming process; with our experience we can be sure to incorporate your personal goals during the transaction, leaving you time to deal with the day-to-day operations . We recognize that each client appreciates a different degree of involvement during the various stages of the acquisition process, and we are here to provide the service you see fits best.

Sell-Side M&A Investment Advisory Service

ClearPath specializes in sell-side M&A. Our experienced team spends time learning about your business, industry, and unique qualities to best position you for buyers. The selling process can be stressful, time-consuming, and revenue-impacting for CEOs and business owners. We interface directly with buyers and handle the paperwork and communication necessary to facilitate deals. This includes:

Screening potential buyers for fit

Preparing lists of attractive buyers via our industry-leading networks

Formulating strategies to improve market value and maximize sale opportunities

Deal structuring and price negotiation

LOI/IOI documentation

Assisting in navigating the buyers due diligence process

Forging relationships with CPAs and lawyers to navigate the legal side of the deal

CIM writing and teaser creation

Ongoing post-sale support

Our assessment first approach is designed to discover the tangible and intangible assets of your company so we can find the right buyer to satisfy your personal and financial needs. We assist in determining what type of buyer works best for your strategic exit.

ESOP Buyouts

ESOPs are designed to assure the plans benefit employees fairly and broadly structuring, negotiating, implementing, and placing financing for the sale of all or a portion of the company’s stock to an ESOP. Owners have also seen an increase in productivity and overall performance improvement once they’ve adopted an ESOP plan.

The share portion may be cashed in, so as an owner you will get cash for the shares. For an owner looking to keep key employees apart of organization to maintain the culture and legacy, this option would be ideal.

Our assistance includes:

Key Transaction Design Considerations

Shareholder dynamics

Valuation expectations vs. buy/sell

Compensation expectations of management

Financing capacity

Results of pre-transaction due diligence

Seller Note IRR via warrants, if applicable

ESOP design as a benefit plan

Governance post-transaction

Tax and Accounting

Parallel Path

A Parallel Path involves simultaneously structuring an ESOP Buyout Transaction and conducting an M&A sale process. Parallel Path options are a unique option to finding the best option for you, and ClearPath provides both services bundled together in a single transaction process.

ClearPath utilizes the estimated ESOP transaction value as a near-certain backstop to the M&A sale process. Our team simultaneously initiates sale and ESOP processes to efficiently utilize management resources, perform due diligence and approach the market, while maintaining optionality for as long as possible.

This allows business owners to evaluate:

after-tax proceeds

fit with potential buyers

ongoing involvement

impact on management while providing an additional negotiating tool with potential third-party buyers

Simplifying the process is our speciality.

1. Schedule a Call

We’ll hear from you about your goals, what you’re looking for, and help determine which steps to take next. We’ll be the guide and you stay in the driver’s seat.

2. Develop a Plan

Our hyper-customized plans for M&A allow us to move intentionally and with focus. Whether you’re trying to leave a legacy or start something new and exciting, we’ve got your best interests in mind.

3. Celebrate a Spectacular Deal

At the end of it all, a spectacular deal is waiting for you. We’ll celebrate with you and help you transition into the next part of your life with ease.