Boutique investment banking & consulting
The difference
is CLiR.
A clear perspective on investment design and distribution. We help asset managers reach the independent broker-dealer and RIA markets.
Clarity, from the start.
CLiR—pronounced “clear”—is a boutique investment banking and consulting firm. We bring product design, implementation, and distribution together to help you diversify your sources of capital.
What we do
From concept to market.
Build the right offering.
Shape your investment structure with competitive analysis, vendor selection, and due diligence preparation.
Product design02 / IMPLEMENTBring it to market.
Navigate the operational details, platform relationships, and marketing that turn a concept into an offering.
Implementation03 / DISTRIBUTEReach the right advisors.
Focus your distribution efforts using sales intelligence, advisor relationships, and targeted campaigns.
DistributionA focused approach
Your goals.
A considered structure.
Our work centers on non-correlated investments and creative offering structures. Engage CLiR for a full-service relationship or a tailored set of consulting services.
Our areas of focus
- 01 Preferred stock offerings of public companies
- 02 Regulation A+ bonds and preferred offerings
- 03 Asset and portfolio recapitalization through 1031/DSTs
- 04 Tax-advantaged strategies
Let’s find your path forward.
Talk with us about your next offering.