Paul Novak

Paul Novak’s nearly 20 years of experience in investment banking and private equity adds depth to the firm’s capabilities for privately held businesses and their owners.

CLA happenings

CLA Adds Novak as a Managing Director of Investment Banking

  • Paul Novak
  • 4/9/2018

CliftonLarsonAllen (CLA), a national professional services firm, is pleased to announce that Paul Novak has joined the firm as a managing director in the growing investment banking advisory practice.

As managing director, Novak will focus on mergers and acquisitions advisory and interface with CLA’s clients, prospects, private equity firms, and other industry contacts. CLA’s clients, which include thousands of privately held businesses and their owners, will benefit from Novak’s extensive and successful track record of providing valued advice and flawless transaction execution.

“Paul’s investment banking experience and passion for working with privately held businesses is a true asset for our team,” said Ben Axelrod, who leads CLA’s investment banking advisory practice.

Bruce Bushman, CLA’s chief wealth advisory officer, added: “Paul’s background and personality line up very well with our culture, which is embodied in the CLA Promise: We promise to know you and help you. We are thrilled to have him on board.”

Prior to joining CLA, Novak has spent the greater part of 20 years as an investment banker and private equity investor at The Cherry Tree Companies, Lazard Middle Market LLC, IronRock Capital Partners, and Capital for Business. During his career, Novak has completed numerous sell-side advisory assignments, leveraged buyouts, and private placements in a broad array of industries. His experience in the lower middle-market gives him a distinctive understanding of the process owners experience during business transitions.

Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.


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 more than 6,100 people, 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.