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M&A Advisory and Investment Banking
When selling a business, you want to maximize the proceeds and optimize the terms. When acquiring a business, make sure you know what you are buying and the value you are receiving. CLA’s investment banking group brings together a multi-disciplinary team of experienced advisors to seamlessly guide you through the transaction process.
The investment banking professionals at CLA have decades of experience providing customized M&A transaction and other advisory services to business owners. We combine exceptional negotiating and marketing skills, creative dealmaking strategies, and the expertise of hundreds of seasoned professionals at CLA to deliver a unique advisory model to our clients.
Whether it is industry research, transaction structuring, financial analysis, valuation, tax strategies, or a number of other core capabilities necessary to help deliver the optimal outcome to a tailored process — we have uniquely combined all of these resources under one roof. Where others see challenges, we see opportunities to meet the needs of our clients and deliver exceptional results in an unparalleled fashion. It is part of the CLA Promise, and for the CLA investment banking team, it is how we deliver results.
Our approach is unique: CLA’s investment banking group brings together a multi-disciplined team of seasoned professionals to seamlessly guide clients through the transaction process. An expert team of advisors is critical to help maximize the proceeds and optimize the terms of a transaction. In addition to our experienced investment bankers, our broader CLA team often comprises senior due diligence and transaction services professionals, accounting and tax professionals, and wealth advisors.
Our marketing and execution capabilities are complemented by our strong collective knowledge of your industry. With more than 6,100 employees across more than 120 offices in the United States, we have industry expertise no matter what niche your business serves. Our independent Nexia affiliates across the globe also extend our reach beyond the U.S. borders.
Our integrated wealth advisory capabilities can assist business owners with financial planning, personal investments, and insurance needs for the liquidity event. Understanding the strategic goals of the stakeholders is critical, and our professionals work closely to provide guidance on options that benefit our clients. Whether it is access to private equity opportunities, 1031 exchanges, or a wide array of other wealth-building strategies, our wealth advisors help carry the torch before and after the transaction.
Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.
- Ben Axelrod
- Kory Lewis
- Derek Murphy
- Paul Novak
- Signing Director
- Dave Pieton
- Austin Uline