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M&A Advisory and Investment Banking

When buying or selling a business, you want to maximize the proceeds and optimize the terms. CLA’s investment banking group brings together a multi-disciplinary team of experienced advisors to seamlessly guide you through the transaction process.

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About Us

The investment banking professionals at CLA have decades of experience providing customized M&A transaction and other advisory services to business owners. We combine exceptional negotiating and marketing skills, creative dealmaking strategies, and the expertise of hundreds of other seasoned professionals at CLA to deliver a unique advisory model to our clients.

Whether it is industry research, transaction structuring, financial analysis, valuation, tax strategies, or a number of other core capabilities necessary to deliver the optimal outcome to a tailored process – we uniquely have all of these resources under one roof. Where others see challenges, we see opportunities to meet the needs of our clients and deliver exceptional results in unparalleled fashion. It is part of the CLA Promise, and for the CLA Investment Banking team, it is how we deliver results.

Why CLA?

Our approach is unique: CLA’s investment banking group brings together a multi-disciplined team of seasoned professionals to seamlessly guide clients through the transaction process. An expert team of advisors is critical to successfully maximize the proceeds and optimize the terms of a transaction, and no other M&A advisor has a comparable level of integrated and seamless interaction across the team. In addition to our experienced investment bankers, our broader CLA team often comprises senior due diligence and transaction services professionals, accounting and tax experts, and wealth advisors.

Our marketing and execution capabilities are complemented by our strong collective knowledge of your industry. With more than 5,500 employees across more than 120 offices in the U.S., we have industry expertise no matter what niche your business serves. Our Nexia affiliates across the globe also extend our reach beyond the U.S. borders.

Our integrated wealth advisory capabilities can assist business owners with financial planning, personal investments and insurance needs for the liquidity event. Understanding the strategic goals of the stakeholders is critical, and our professionals work closely to provide guidance on options that benefit our clients. Whether it is access to private equity opportunities, 1031 exchanges, or a wide array of other wealth building strategies, our Wealth Advisory experts help carry the torch before and after the transaction.

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

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