CLA Meridian Capital
CLA Meridian Capital is the investment banking division of CliftonLarsonAllen Wealth Advisors, LLC. Its stated services include M&A advisory, capital raising, buy-side advisory, strategic advisory, valuation, quality of earnings, and business-sale representation.
What stands out about CLA Meridian Capital
CLA Meridian Capital publicly serves middle-market companies with $30M to $500M+ in enterprise value and advises on full sales, recapitalizations, management buyouts, subsidiary divestitures, acquisitions, capital raising, and related advisory assignments.[1][2][3][4][5][6][7][8][9]
What does CLA Meridian Capital do?
CLA Meridian Capital is the investment banking division of CliftonLarsonAllen Wealth Advisors, LLC. Meridian Capital team members joined CLA on April 1, 2026.
The firm publicly offers M&A advisory, capital raising, buy-side advisory, and strategic advisory services. It states that it serves middle-market companies with $30M to $500M+ in enterprise value.[1][2][5]
Publicly stated services include M&A advisory, capital raising, buy-side advisory, and strategic advisory. The firm also represents business owners in selling businesses, seeking capital, buying businesses, valuation, quality of earnings, and identifying potential buyers or acquisition targets.
Its stated M&A processes include full sales, minority recapitalizations, majority recapitalizations, management buyouts, and subsidiary divestitures.[2][3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring CLA Meridian Capital?
An owner evaluating CLA Meridian Capital can assess its stated middle-market range, sector coverage, and stated processes including full-sale processes, recapitalizations, management buyouts, and subsidiary divestitures. The firm’s public regulatory materials also identify the legal entity and the business-succession representation conducted under the CLA Meridian Capital name.
Before engaging, the owner should clarify which entity will sign and perform the work, the proposed economic terms, the specific team and comparable assignments, the role of CLA’s broader resources, and how buyer identification and valuation work would be handled for the particular business.[2][3][4][5][10]
How would the proposed assignment be structured if it involves a full sale, recapitalization, management buyout, or subsidiary divestiture
What size transactions and clients does CLA Meridian Capital focus on?
CLA Meridian Capital identifies Consumer, Industrials, and Technology & Services as its principal sector groupings. Listed subsectors include food and agribusiness, aerospace and defense, manufacturing and distribution, software, tech-enabled services, and telecom.[2]
- On August 3, 2026, CLA Meridian Capital announced that it served as exclusive financial advisor to Superior Duct Fabrication in its acquisitions of Air Handlers Supply, Inc. and TruDuct, Inc.
- On May 27, 2026, CLA Meridian Capital announced that it served as exclusive financial advisor to Hostwinds in its acquisition by HostPapa, which occurred in April 2026.
- On May 19, 2026, CLA Meridian Capital announced that it served as financial advisor to Diamond Energy Systems, Inc. on its sale to Installed Building Products, Inc.
The firm’s stated transaction work covers full-sale processes, minority and majority recapitalizations, management buyouts, subsidiary divestitures, capital raising, buy-side advisory, and strategic advisory. Its Form CRS also identifies business sales, acquisitions, valuation, quality of earnings, and buyer or acquisition-target identification.[2][3][4]
What does CLA Meridian Capital publicly disclose about fees, process and engagement terms?
The Superior Duct Fabrication press release identifies the acquisitions and CLA Meridian Capital’s advisory role but does not publish transaction consideration or valuation.
The Hostwinds press release identifies the buyer, seller, transaction timing, and advisory role but does not publish transaction consideration or valuation.
The Diamond Energy Systems press release identifies the buyer, seller, advisory role, and operating details but does not publish transaction consideration or valuation.[7][8][9]
The SEC-filed Form CRS states that CliftonLarsonAllen Wealth Advisors, LLC, under the CLA Meridian Capital name, engages as a broker-dealer in certain investment-banking business-succession representation.
FINRA’s organization-level firm report identifies CliftonLarsonAllen Wealth Advisors, LLC as CRD #38357 and SEC #8-48239 and lists CLA Meridian Capital as an alternate firm name.[4][10]
The sources cited for this profile establish the firm’s advisory service categories but do not establish a single standard process or engagement timetable. They identify services spanning business sales, capital raising, acquisitions, valuation, quality of earnings, and buyer or acquisition-target identification.[2][4]
Questions to ask before hiring CLA Meridian Capital
Which legal entity will sign the engagement and perform the broker-dealer or advisory work?
Which recent comparable transactions involved businesses of the owner's size and sector?
How would the proposed assignment be structured if it involves a full sale, recapitalization, management buyout, or subsidiary divestiture?
What valuation, quality-of-earnings, buyer-identification, and acquisition-target services would be included in the proposed mandate?
How would CLA's broader resources be involved in the engagement, and what responsibilities would remain with CLA Meridian Capital?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- SEC filing / regulatory record
- Transaction size / criteria
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- FINRA regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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