Capital Structure Analysis

ClearRidge provides discrete, professional and effective advice in delivering the most efficient capital structure for our client’s business. Our team has decades of experience completing complex corporate finance projects. A client may be looking to secure new debt or equity to fund growth, finance a buyout, acquisition, or to finance a turnaround of their business.

Clients hire ClearRidge to analyze, plan and implement the most cost effective capital structure for their business. We conduct detailed historical analysis of the financial performance and structure of the business to understand the capital needs and cash flow.

Forecasting and Capital Planning

ClearRidge clients rely on us to guide the process of budgeting and forecasting, creating a custom framework and tools to forecast future sales, growth, capital needs and operating expenses to meet the forecast. We build a robust and detailed financial model to evaluate multiple scenarios and test every eventuality. Our client’s goal is to build out a sales forecast that has been stress tested and that can withstand the scrutiny and examination of potential capital sources .

Capital Sourcing

ClearRidge provides discrete, professional and effective representation in the sourcing of capital to meet the future needs of a client’s business. Our team has decades of experience successfully completing complex corporate finance projects.

Capital sources include equity investors, venture capital, senior, mezzanine and subordinated debt providers. Having analyzed our client’s capital structure and forecast the capital needs, we solicit, negotiate and secure the required capital at the best possible rate and terms.