What Sets Us Apart?

Creative, Seasoned Investment Bankers

• Our senior bankers average more than 15 years of deal experience.
• We bring a wealth of tax, accounting and deal-structuring experience to complex deal situations.
• Many of our bankers are alumni of prestigious firms such as AG Edwards, Tucker Anthony and JP Morgan.
• We are linked to an established network of capital sources, financial buyers and strategic buyers.

Our bankers bring a sophisticated service offering to our middle market clients.

Strong Analytical Orientation 

• We develop a full range of options for our clients and carefully consider each alternative and the effects on all the constituent groups.
• We provide a thorough analysis and comparison of all alternatives for our clients to assist in their decision process.
• We conduct in-depth due diligence to uncover and understand deal issues and develop mitigation and positioning strategies.

Expertise with Complex Transactions 

• Collectively our bankers have tax, accounting and legal backgrounds developed over the last 20 years.
• We have experience selling divisions of companies, which is very different from selling stand-alone companies.
• We focus on companies with significant growth stories and are knowledgeable of the challenges these companies face.
• We have a strong background in consumer goods and retail service companies.
• Although we are based in the Midwest, Cleary Gull has international reach.

Global Reach

• Through our membership in the International Association of Investment Bankers (IAIB), we have access to capital providers, acquirers, and sellers of businesses in Europe, South America, Asia, and North America.
• With more than 150 bankers across the globe, the IAIB provides our clients global reach and broad industry expertise.

Our involvement with the IAIB provides our clients with all the benefits of a larger global firm while maintaining the intimacy and senior level attention offered by a boutique firm.

• We employ a carefully-designed process that considers and accommodates the acquisition habits of both strategic and financial buyers.
• We create targeted offering and management presentation materials that highlight potential buyer synergies to position the business for the highest valuation.
• We maintain disciplined channels of communication to control information flow and the perception of a competitive sales process.
• Our electronic data room efficiently provides due diligence information and helps us screen and track the serious buyers.

Middle Market Focus