James Kim

James brings more than 20 years of experience guiding owners and management teams through transition.

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CLA Welcomes James Kim to Investment Banking Practice

  • 6/23/2021

Los Angeles, CA (June 24, 2021) — CLA (CliftonLarsonAllen), one of the leading professional services firms in the U.S., is pleased to announce that James Kim has joined the CLA investment banking practice as a managing director. He offers additional senior-level leadership to the firm’s investment banking and M&A advisory practice, assisting business owners looking to transition ownership of their business.

James brings deep experience helping clients sell their companies across a broad range of industries including industrial manufacturing, specialty distribution, consumer packaged goods, aerospace and defense, technology, and health care.

“I am thrilled to have Jim join CLA’s investment banking team,” said Ben Axelrod, managing principal of CLA’s investment banking practice. “Jim’s experience aligns very well with CLA’s focus on seamlessly delivering an array of capabilities to clients. His track record of exceptional work alongside other transaction professionals will be of great benefit to CLA’s client-focused professionals and clients in Western United States and beyond.”

James has over 20 years of experience in investment banking including mergers and acquisitions, initial public offerings, debt and equity capital raises, and fairness opinions. Prior to joining CLA, James held investment banking positions at firms including Merrill Lynch, Bank of America, and Greif & Co. Most recently, James served as a managing director, Wells Fargo Advisors’ M&A group, where he focused on sell-side middle market M&A transactions.

James holds a bachelor’s degree in business administration from University of California at Berkeley. He holds a juris doctor degree from the University of California at David School of Law and earned his master’s degree in business administration from the New York University. In addition, he holds the following securities industry designations: Series 7 and 63.


About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.