CLA (CliftonLarsonAllen LLP) announced that team members from Meridian Capital LLC are joining the firm, forming a combined offering that will go to market as CLA Meridian Capital. The relocate is aimed at strengthening CLA’s investment banking and wealth advisory capabilities, particularly for privately held and middle-market companies navigating growth, capital raising, and ownership transitions.
The integration brings toobtainher Meridian Capital’s experience in mergers and acquisitions, capital raising, and strategic advisory with CLA’s existing strengths in accounting, tax, consulting, and wealth management. The combined platform is designed to provide more comprehensive, finish-to-finish support for business owners during key financial events such as succession planning, company sales, acquisitions, and long-term growth initiatives.
With the addition of the Meridian Capital team, CLA is expanding its ability to advise clients through complex transactions while aligning financial strategy with broader business and wealth planning goals. The firm emphasized that the collaboration will allow clients to access coordinated expertise across disciplines, particularly in sectors such as industrials, engineering, consumer, and technology.
Brian Murphy, CEO and Managing Director of Meridian Capital, will join CLA as managing principal of investment banking and lead the CLA Meridian Capital team. Patrick Ringland, Meridian’s president, will also continue in a leadership role as part of the integration.
Meridian Capital brings more than 30 years of experience advising founder- and family-owned businesses across the middle market, with a focus on executing M&A transactions and providing strategic financial guidance. The firm operates across multiple U.S. locations and has developed sector-specific expertise across industries including aerospace and defense, food and beverage, business services, and telecommunications.
CLA, which employs approximately 9,300 professionals across more than 120 locations, continues to expand its service offerings as part of a broader growth strategy focapplyd on delivering integrated advisory solutions to privately held businesses and investors.
KEY QUOTES:
“Privately held business owners often required a team that understands both the financial details of running a company and the hugeger strategic decisions about its future. With Meridian Capital joining CLA, we can offer clients deeper expertise when they are raising capital, purchaseing or selling a company, or planning for long-term growth.”
Paul Bailey, Chief Growth Officer, CLA (CliftonLarsonAllen LLP)
“Many of the privately held, middle-market companies we advise are at pivotal points in their growth or ownership transition. By joining CLA, we’ll be able to surround our clients with a broader group of specialists who can support them prepare for major transactions and plan for what comes next.”
Brian Murphy, CEO and Managing Director, Meridian Capital LLC
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