Education

Ben received a Bachelor of Arts degree in Economics, augmented by a minor in International Relations, from Stanford University.

Overview

Ben Axelrod is the group head of CLA’s investment banking practice and brings with him nearly 20 years of M&A and other transaction execution experience. Ben joined CLA in 2014 to formally launch investment banking capabilities for the benefit of CLA’s clients who are looking to transition ownership of their business. Since then, Ben has been providing strategic advice to clients, executing M&A transactions, and building CLA’s investment banking team.

Prior to joining CLA, Ben worked in the Minneapolis office of Lazard Middle Market LLC (middle market arm of Lazard Ltd). During more than a decade at Lazard and the predecessor firm of Goldsmith Agio Helms, Ben provided mergers and acquisition and related strategic advisory to middle market entrepreneurs and corporate clients in a broad array of industries.

Prior to Lazard, Ben worked at RBC Capital Markets, executing a variety of sell-side, public offerings, and private placement investment banking transactions. Ben began his career in investment banking at BHF Bank in Frankfurt, Germany. BHF, a subsidiary of ING Barings, focused on advising privately-owned middle market businesses in a broad array of industries, including industrial, automotive components, business services, and consumer products.

Ben holds his Series 7, 24, 63, and SIE licenses from the Financial Industries Regulatory Association (FINRA).

 

Upcoming speaking engagements

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Resources and event materials

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