M&A and Debt Advisory

Businesses need capital to survive, and their owners deserve to reap the rewards of their hard work. Since our foundation, ClearPath has specialized in helping our clients sell their business, buy other businesses, sell to an employee stock ownership plan, or effectively raise debt capital.

Sellside M&A Advisory

Selling your business will be one of the most important and stressful events of your life. We understand the time and effort that goes into building a business. It becomes an important part of your identity and it’s natural to feel stress and uncertainty when considering a sale. Whether you’ve been contacted by a potential buyer, or you’re thinking ahead to a future sale, there are a lot of factors that business owners consider, such as:


Closed Transactions

  • Do you want to sell your business now?

  • Have you been approached by multiple buyers and need representation?

  • Are you considering selling your business but still have questions about the process?

  • Do you want to begin to prepare for a sale in the next year or two?

Our Success Stories

Buyside M&A Advisory

Buying a company is a time-consuming, expensive, and often risky proposition if you do not have the right expertise. ClearPath provides owners options for smart financial investments and can run the entire buy-side process, or jump in at a specific stage into to support your current M&A strategy.

  • Do you need help developing a roll-up acquisition strategy?

  • Do you need help identifying targets for purchase that meet your specific criteria?

  • Do you need support with financial due diligence / quality of earnings?

  • Do you want to expand your capabilities or geographic footprint by purchasing another business?

Employee Stock Ownership Plan Advisory

An Employee Stock Ownership Plan (ESOP) allows employees who work at the company to become owners and share in the company’s success overtime. Current owners sell their business to a trust that is created to control the company on behalf of employees, who indirectly own the company.

  • Are you considering selling the company, but prefer to maintain its legacy?

  • Do you want to reward employees with ownership while also receiving the value of your business?

  • Are you curious about the differences between selling to an outside buyer and selling to an ESOP?

  • Do you want to continue to run the business for 5-10 years after selling?

Debt Advisory

At ClearPath, we manage debt financing like any other transaction – we create a competitive process by showcasing the strengths of the business to different banks or private lenders. We communicate openly and clearly with all parties, addressing problems head-on while creating the best deal for our client.

  • Do you need help negotiating better terms with your bank?

  • Is your current banking relationship unreliable?

  • Do you need more financing than your current lender will provide?

  • Do you feel that your bank has a "take it or leave it" approach?

Industry Coverage

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Coming soon

ClearPath's Proven Track Record

420 %

Increase in Valuation

420 %

M&A Transactons Closed

93 %

Return Customers

93 %
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