CliftonLarsonAllen Overview
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CliftonLarsonAllen General Information
Description
Established 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 to 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. The firm is situated in Minneapolis, Minnesota.
CliftonLarsonAllen Services to Companies
Service on a Deal (29)
Company Name
Service Provided
Deal Date
Deal Type
Deal Amount
Maple Bank
Advisor: General
May 2022
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Legal Advisor
Mar 2022
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Advisor: General
Feb 2022
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Advisor: Financial Due Diligence
Aug 2021
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Advisor: General
Jun 2021
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Advisor: General
Jun 2021
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Accounting
Apr 2021
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Lead Manager or Arranger
Nov 2020
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Midsota Manufacturing
Advisor: General
Nov 2020
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Littfin Lumber Co
Advisor: General
Oct 2020
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CliftonLarsonAllen Services to Investors
Service on a Deal — Buy Side (33)
Investor Name
Service Provided
Deal Date
Deal Type
Deal Amount
Montage Partners
Tax
Oct 2021
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Advisor: General
Jun 2021
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Advisor: General
Apr 2021
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Legal Advisor
Mar 2021
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Legal Advisor
Mar 2021
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Advisor: Financial Due Diligence
Apr 2020
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00000000 0000000
Advisor: General
Jan 2020
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Advisor: General
Dec 2018
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Lakewood Capital
Advisor: General
Nov 2018
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CGS Management
Advisor: Financial Due Diligence
Jun 2018
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CliftonLarsonAllen Investment Preferences
Preferred Industries
Preferred Verticals
Preferred Deal Types
Geographic Preferences
Transaction Amount
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CliftonLarsonAllen Team (291)
Name
Title
Deals
Office
Contact Info
Jennifer Leary
Chief Executive Officer
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Minneapolis, MN
Heidi Hillman
Chief Finance and Operating Officer
Minneapolis, MN
Scott Buckman
Chief Financial Officer
Minneapolis, MN
Beth Knight
Managing Director
Minneapolis, MN
Ian Sylvan
Managing Director
Minneapolis, MN
You’re viewing 5 of 291 team members. Get the full list »
CliftonLarsonAllen Subsidiaries (9)
Company Name
Industry
Location
Founded
PKC Consulting
Accounting, Audit and Tax Services (B2B)
Onalaska, WI
2008
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Accounting, Audit and Tax Services (B2B)
Evanston, IL
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0000000000 0000000
Accounting/Auditor
Waltham, MA
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Accounting/Auditor
Charlotte, NC
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0'000000 0000000 0
Real Estate
New York, NY
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