CliftonLarsonAllen Overview

  • Service
  • Accounting Firm
  • Founded
  • 1960
Founded
  • Employees
  • 4,500
Employees
  • Serviced Companies
  • 29
  • Serviced Deals
  • 9
  • Serviced Investors
  • 27

CliftonLarsonAllen General Information

Description

Founded in 2012, CliftonLarsonAllen is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance its clients' enterprise value and assist them in growing and managing their related personal assets from startup to succession and beyond. The firm's services primarily consist of audit & assurance, outsourcing, tax consulting and wealth advisory. The firm caters services o industries such as agribusiness, construction and real estate, commercial services, cooperatives, dealerships, employee benefit plans, the federal government, financial institutions, government contractors, health care, higher education, manufacturing and distribution, nonprofit, professional services, and state and local government.

Contact Information

Formerly Known As
Clifton Gunderson
Year Founded
1960
Service Provider Type
Accounting/Auditor
Primary Office
  • 220 South Sixth Street
  • Suite 300
  • Minneapolis, MN 55402
  • United States
+1 (612) 000-0000

CliftonLarsonAllen Services to Companies

Service on a Deal (9)

Company Name Service Provided Deal Date Deal Type Deal Amount
Alatus Lead Manager or Arranger Nov 2020 00000 0000000
0000000000 0000000 Advisor: General Jul 2020 00000 0000000
000000000000 00000 Advisor: General Feb 2020 00000 0000000
000000000 00000000 Advisor: General Nov 2019 00000 0000000
00 00000000 Advisor: General Jul 2019 00000 0000000
00000000000 000000 Auditor Mar 2018 00000 0000000
00000'0 0000000 Auditor Nov 2017 00000 0000000
Internet Destination Sales System Advisor: General Nov 2014 00000 0000000
Hearthside Food Solutions Advisor: General Jun 2014 00000 0000000
To view CliftonLarsonAllen’s complete services to companies history, request access »
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CliftonLarsonAllen Services to Investors

Service on a Deal — Buy Side (28)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Montage Partners Advisor: Financial Due Diligence Apr 2020 00000 0000000
00000000 0000000 Advisor: General Jan 2020 00000 0000000
000000000 Advisor: General Dec 2018 00000 0000000
00000000 0000000 Advisor: General Nov 2018 00000 0000000
000 0000000000 Advisor: Financial Due Diligence Jun 2018 00000 0000000
0'000000 0000000 0 Auditor Jan 2017 00000 0000000
00000000 00000000 Advisor: General Jan 2017 00000 0000000
000 00000000000 Advisor: General Nov 2016 00000 0000000
Neopharm Labs Advisor: General Nov 2016 00000 0000000
Ashland Capital Partners Advisor: General Oct 2016 00000 0000000
You’re viewing 10 of 28 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Union Capital Advisor: General Oct 2015 00000 0000000
000000000 0000000 Advisor: General Sep 2015 00000 0000000
To view CliftonLarsonAllen’s complete services on a deal — sell side history, request access »

CliftonLarsonAllen Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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CliftonLarsonAllen Team (258)

Name Title Deals Office Contact
Info
Dennis Schleper Chief Executive Officer & Board Member 0 Tampa, FL
Heidi Hillman Chief Financial Officer Minneapolis, MN
Scott Engelbrecht Chief Operating Officer 0 Saint Louis, MO
Jennifer Leary Chief Strategy Officer 0 Minneapolis, MN
Ben Axelrod Managing Director, Mergers and Acquisitions and Advisory Services 0 Minneapolis, MN
You’re viewing 5 of 258 team members. Get the full list »

CliftonLarsonAllen Board Members (1)

Name Representing Role Since
Dennis Schleper CliftonLarsonAllen Chief Executive Officer & Board Member 000 0000
To view CliftonLarsonAllen’s complete board members history, request access »

CliftonLarsonAllen Subsidiaries (14)

Company Name Industry Location Founded
PKC Consulting Accounting, Audit and Tax Services (B2B) Onalaska, WI 2008
00000 000000000000 Accounting, Audit and Tax Services (B2B) Evanston, IL 0000
0000000000 0000000 Accounting/Auditor Waltham, MA 0000
000 000000 0000000 Accounting/Auditor Charlotte, NC 0000
0'000000 0000000 0 Real Estate New York, NY 0000
You’re viewing 5 of 14 subsidiaries. Get the full list »