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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Oak Brook's Joe Baez Named An Emerging Leader by The M&A Advisor
Oak Brook, Illinois — April 7, 2016 — CliftonLarsonAllen LLP (CLA) is pleased to announce that Joe Baez, principal at CLA, has been named a winner in the Service Professional category as part of the M&A Advisor’s Emerging Leaders Awards.
The M&A Advisor, renowned globally for its recognition of leading M&A Turnaround and Finance professionals, created the Emerging Leaders Summit featuring The Emerging Leaders Awards to promote mentorship and professional development amongst emerging business leaders.
Baez has been chosen for his accomplishments and knowledge from a pool of international nominees by an independent judging panel of distinguished business leaders.
“Joe has been instrumental in building a strong transaction advisory presence for CLA,” said Stephen Meindl, managing principal of the CLA Oak Brook office. “This award is well-deserved recognition of his excellent work and contributions to CLA’s considerable transaction team.”
Baez is a graduate of Illinois State University and began his career with CLA in 2001. He works with owners and investors of manufacturing and distribution companies as they plan and prepare for ownership succession and transition. Baez has worked on more than 250 transactions in his career serving as both a buy side and sell side advisor. Through this experience, he has gained a comprehensive understanding of the concerns confronting owners and managers of middle market companies.
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.