Bruce Jones                 Matthew Bristow
Managing Director        Managing Director  

Patrick Graham

Missy Schrib

Jill Cowan

Greg Stevenson

Connie Tommerup  

Bruce Jones, CTP - Managing Director
Bruce is a Certified Turnaround Professional. He has led countless restructuring, turnaround, distressed divestiture and M&A projects over the last 30 years for midsized companies.

Bruce has been Owner, President, CEO, CFO and COO in multiple manufacturing, distribution, retail and automotive companies.  He has represented buyers of hundreds of midsize companies and knows the deal from a buyer’s perspective.

Bruce bought his first business right after graduating high school.  In the thirty years since, and even during college and graduate school, he has been involved in buying and selling companies.

Bruce has served most industries, including manufacturing, energy, automotive, banking, technology, distribution, agriculture, food, retail, consumer goods and service industries.  During one five-year period, he completed ninety acquisitions as head of the acquisitions team for a national automotive parts supplier.

Bruce holds Series 62, 63 and 79 securities licenses and is a registered investment banking agent with Burch & Company, Inc., member FINRA/SiPC. Bruce earned an MBA from Southern Methodist University. He is a CPA and holds a Bachelor of Science in accounting.  Bruce also holds a Six Sigma Black Belt designation.

Prior to founding ClearRidge with Matthew, Bruce was the Managing Principal of the JHS Group, an M&A and Restructuring firm that he founded with one of Oklahoma’s largest professional services and accounting firms.  The JHS Group earned distinction in Texas, Oklahoma and Colorado serving business owners, corporations, bankers, attorneys, and private equity investors.

Most evenings you will find Bruce running on the River Trail, but he’s really a mountain guy at heart. Whenever he gets the chance, he’ll be driving and hiking with his wife in Colorado in his restored 1973 Ford Bronco.  He’s a sports enthusiast (Go Bears) and an avid story teller, but in the office he’s limited to two stories a day.   Email Bruce.

Matthew Bristow - Managing Director
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, 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 and competed in the UK National University slalom ski championships for the University of Leeds. Originally from England, Matthew has also lived in France and Africa for four years.   Email Matthew.

Patrick Graham - Director

Patrick has spent many years working in finance and investment banking in the US and Europe.

Prior to joining ClearRidge, Patrick worked for Trigon Group, a European investment banking boutique headquartered in Warsaw, Poland.  While working for Trigon, Patrick specialized in Mergers & Acquisitions across Europe, working in the UK, Germany, Italy, Poland, Russia, Ukraine, Czech Republic and Slovakia.  In addition to his M&A experience, Patrick brings strength in financial modeling and valuation.

Before completing his MBA and moving to Poland, Patrick worked in Corporate Finance with Level 3 Communications (formerly Wiltel Communications) in Tulsa, Oklahoma.  At Level 3 Patrick was responsible for the budgeting, forecasting and variance analysis for a multitude of business units and product lines.  He also played a key role in the post acquisition integration of the finance organization.

Shortly before joining Wiltel, Patrick also spent time in Oklahoma City at OGE Energy Resources working on the trading floor, but it wasn’t long before he returned to Tulsa to be with his now wife, Whitney, a Tulsa native.

Patrick was born and raised in Oklahoma.  He earned his MBA from Oklahoma State University and his Bachelor’s from The University of Oklahoma, double-majoring in Finance and Management Information Systems.  He excelled at both universities and now enjoys the challenge of following two rival sports programs.

Patrick’s breadth of experience plays an integral role in communicating all the options that may be available to our clients whether buying or selling their company, raising capital or restructuring their debt and ultimately helping them to achieve their goals.

Outside of the office, Patrick enjoys spending time with his wife, daughters, family and friends.  On the weekends you can probably find him on the golf course, shooting hoops or playing soccer.   Email Patrick.

Missy Schrib - Director

Missy is a Chartered Financial Analyst and a CPA, Accredited in Business Valuation. Her professional experience is in valuations, mergers and acquisitions and financial reporting/compliance, with a particular focus on fair market value of equity and invested capital analyses, intangible asset valuations, purchase price allocations, and goodwill impairment testing.

Missy was previously a Senior Manager at Deloitte Financial Advisory Services in Dallas, Texas, where she focused on business valuations in the healthcare industry and was part of the national health care provider leadership team.

Missy is a graduate of Texas A&M University, with a Masters in Finance and a Bachelor’s degree in Accounting. She is also active in leading industry associations and has been a guest speaker on healthcare valuation topics.

At ClearRidge, Missy manages the business valuation practice, and is actively involved in M&A and restructuring engagements, due diligence, and financial analysis. Most of Missy’s time outside of ClearRidge is spent with her family, leading cheerleader duties for her kids’ soccer and baseball games, in addition to an active role in her church and community. Email Missy.

Jill Cowan - Director

Jill is a Certified Public Accountant and has a range of finance, accounting and banking experience. She has been a Comptroller and Trust Officer for an Oklahoma community bank, has led the accounting functions and fiduciary responsibilities for trust accounts, facilitated securities transactions, and managed regulatory reporting with State and Federal Agencies.
 
Jill is a graduate of Southwestern Oklahoma State University, with a Bachelor’s degree in Accounting and is a Certified Public Accountant and member of the AICPA. She has also previously been active as a FINRA Registered Representative, holding Series 63 and 7 securities licenses.
 
At ClearRidge, Jill is actively involved in valuations, receivership and restructuring engagements, due diligence, and financial analysis.
 
Most of Jill’s time outside of ClearRidge is spent with her husband and two young sons, on the golf course, or preparing for her future dream job, hosting her own show on the Food Network. Email Jill.

Greg Stevenson - Associate  

Greg joined the ClearRidge team as an Intern Associate in August 2011 through the University of Tulsa’s Masters of Science in Finance program. For the next year, half of Greg’s working week is with ClearRidge on a graduate internship while the other half is spent working towards his MS in Finance with a specialization in Corporate Finance and studying for the CFA Level II exam.

Greg received dual Bachelors’ degrees in Accounting and Finance from Oklahoma State University in May 2010. He intends to complete his Master’s degree in May 2012. During his undergraduate studies, he was actively involved as an officer in Beta Alpha Psi, Financial Management Association and Business Student Council.

Prior to his internship with ClearRidge, Greg interned with JPMorgan Chase in the Commercial Bank and also spent one year as a research assistant for the University of Tulsa. Through this assistantship, Greg became heavily involved in academic writing, submitting three articles for publication.

Born and raised in Edmond and Oklahoma City, Greg is a native Oklahoman. He enjoys participating in community service events and intramural sports and in his spare time, he avidly follows the Oklahoma City Thunder, spends time with his family and friends in Oklahoma City, and enjoys reading and keeping up with financial news. You can also find him on the tennis court or enjoying a round of golf.  Email Greg.

Connie Tommerup, CPA, CFE - Outsourced Accounting/CFO Services

Connie has a wide range of financial and accounting expertise. Her primary role is analyzing our clients’ financial systems, processes and internal controls. Connie mainly works on ClearRidge’s corporate finance, restructuring and due diligence projects.

Connie previously worked in the consulting area of the largest Colorado-based accounting and business advisory firm, Ehrhardt Keefe Steiner and Hottman PC (EKS&H). At EKS&H, Connie worked on financial analysis of acquisitions, due diligence  engagements, internal control assessments and conducted SAS 99 interviews for the firm’s audit group

In 2007, Connie received the EKS&H Outstanding Client Service Award based on her SAS 99 audit interviews.  In addition to her extensive public accounting experience, Connie was previously the controller of the Texas Cattle Feeders Association for 12 years.

Connie has expertise in Section 404 of the Sarbanes-Oxley Act, documenting and evaluating the internal controls of a client’s financial reporting function.

Connie earned an MBA from West Texas A&M and holds a Bachelor of Science in Accounting from the University of Northern Colorado.

She is a Certified Public Accountant in Oklahoma, Texas and Colorado and is a Certified Fraud Examiner.

In her spare time, Connie enjoys horse riding. She is also working on her ball room dancing in case she gets a call for next year's Dancing with the Stars. 

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