Private Equity and Venture Capital

Realize higher potential in your investments throughout their lifecycles by working with our experienced professionals.

We’re with you from start to finish

Leverage a team of experienced professionals to help you capitalize on each stage of the investment journey. We work to complement and supplement your team to strengthen your portfolio companies, investor relationships, and your firm as a whole.

While private equity groups and venture capitalists like you face distinct challenges, we know you’re always hunting for the next big opportunity. We can help you capitalize on each stage of the investment.

We’re committed to addressing what matters most to you:

  • Raising capital and maintaining regulatory compliance
  • Finding targets and analyzing their strengths and weaknesses
  • Finding the optimal tax structure
  • Understanding the insights and value creation opportunities of an investment opportunity
  • Making changes to improve long-term performance and value
  • Efficiently exiting to realize maximum return of investment

Experience our client-focused approach

As a private equity group, your business model demands an entrepreneurial mindset, a strategic outlook, and multi-industry knowledge. We can complement and supplement your team in each of these areas, which includes strengthening your portfolio companies, investor relationships, and your firm as a whole with dedicated teams focused on each industry in your portfolio. Our professionals bring a wealth of experience and understanding of the private equity life cycle for raising capital, selecting investments, monitoring the portfolio, and successfully exiting to realize value.

Services for private equity and venture capital groups

Securities products, merger and acquisition services, and wealth advisory services are provided by CliftonLarsonAllen Wealth Advisors LLC, a federally registered investment advisor and member FINRA, SIPC.


Experience the CLA Promise