Joseph Baez Overview

  • Primary Position
  • Managing Princip...

  • Primary Industry
  • B2B

  • Med. Deal Size

  • Med. Valuation

Joseph Baez General Information

Biography

Mr. Joseph Baez serves as Managing Principal of Office CLA Oak Brook at CliftonLarsonAllen. Previously, he served as an Assurance Manager at Clifton Gunderson LLP. Joe is a leader in CLA's Private Equity Industry group and has been with CLA since 2001. He has significant experience in both assurance and consulting, which includes working with a wide range of closely held companies. He has worked with manufacturing and distribution companies as they deal with the challenges of mergers and acquisitions. Through this experience Joe has gained a comprehensive understanding of the concerns confronting owners and managers of middle market companies.

Contact Information

Primary Position
Managing Principal of Office CLA Oak Brook, CliftonLarsonAllen
Education
Illinois State University, BS (Bachelor of Science)
Gender
Male
Email
jo
Phone
+1 (630)
Address
  • 2021 Spring Road
  • Suite 200
  • Oak Brook, IL 60523
  • United States
+1 (630)

Joseph Baez Positions (1)

Firm name Firm type Title Location Industry Since
CliftonLarsonAllen Service Provider Managing Principal of Office CLA Oak Brook Minneapolis, MN Accounting/Auditor

Joseph Baez Lead Partner on Deals (3)

Joseph Baez has been the lead partner on 3 deals. Their latest deal was with Averica Discovery Services, a other healthcare services company. The deal was made on 03-Nov-2016.

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Averica Discovery Services 03-Nov-2016 Merger/Acquisition Completed Other Healthcare Services Milford, MA
Dedoes Industries 05-Oct-2016 Completed Other Commercial Products Walled Lake, MI
Nationwide Industries 11-Feb-2016 Completed Other Commercial Products Tampa, FL

Joseph Baez Network (14)

Portfolio Executives (14)

Name Company Role Deal date Location
Jeffrey Kiplinger Averica Discovery Services Founder, President & Chief Executive Officer 03-Nov-2016 Milford, MA
Yvan Cote Averica Discovery Services Chief Executive Officer 03-Nov-2016 Milford, MA
Dedoes Industries President 05-Oct-2016 Walled Lake, MI
Dedoes Industries Chairman 05-Oct-2016 Walled Lake, MI
Dedoes Industries President & Chief Executive Officer 05-Oct-2016 Walled Lake, MI

Joseph Baez FAQs

  • Who is Joseph Baez?

    Mr. Joseph Baez serves as Managing Principal of Office CLA Oak Brook at CliftonLarsonAllen.

  • How much does Joseph Baez typically invest?

    Joseph Baez's median deal size is .

  • What is Joseph Baez’s main position?

    Joseph Baez’s primary position is Managing Principal of Office CLA Oak Brook.

  • What are the contact details for Joseph Baez?

    Joseph Baez’s email address is jo and his phone number is +1 (630) .

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