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Institutional profile

CLA

CLA is a professional services firm providing audit, tax, advisory, outsourcing, wealth advisory, and deal services to middle-market clients, private companies, owners, and investors.

claconnect.com

  • Highest 2026 tier: Tier III
  • Financial due diligence advisory firm
  • Financial Due Diligence (FDD) Advisory

Overview

CLA is a professional services firm providing audit, tax, advisory, outsourcing, wealth advisory, and deal services to middle-market clients, private companies, owners, and investors. Its transaction advisory work includes financial due diligence, quality of earnings analysis, valuation, transaction support, owner transition advisory, sell-side diligence, transaction tax, and working capital analysis.

CLA is especially relevant in transactions involving closely held businesses, founder-owned companies, private equity portfolio companies, regional operating businesses, and middle-market acquisitions. Its advisory model combines accounting discipline with practical owner-focused deal support, making it relevant to private-company transaction diligence.

CLA is included in one 2026 Advisory Ranking category. The highest recorded classification is Tier III.

Firm facts

Founded2012 current platform; legacy firms earlier
Firm typeFinancial due diligence advisory firm
HeadquartersMinneapolis, United States
Primary focusTransaction financial analysis and deal-accounting diligence
Highest 2026 Advisory Ranking tierTier III

Principal activities

Quality of earnings

Earnings normalization, working-capital analysis and cash-flow review.

Transaction diligence

Buy-side and sell-side financial diligence and deal-risk assessment.

Deal accounting

Purchase-agreement support, carve-out analysis and post-deal financial matters.

CLA works with clients on assignments that may combine strategy, specialist analysis, implementation support and organizational adoption. The precise scope depends on the mandate, sector, geography and client requirements.

Sector and mandate coverage

Sector coverage

  • Private equity
  • Industrials
  • Technology
  • Healthcare
  • Consumer markets
  • Business services

Mandate types

  • Buy-side diligence
  • Sell-side diligence
  • Quality of earnings
  • Working capital
  • Carve-out diligence
  • Deal accounting

Market position

CLA — CliftonLarsonAllen is positioned as a financial due diligence advisory firm. Its relevance reflects the combination of specialist capability, institutional experience and practical involvement in consequential strategic or corporate decisions.

Distinctive focus: CLA is especially relevant in transactions involving closely held businesses, founder-owned companies, private equity portfolio companies, regional operating businesses, and middle-market acquisitions.

Competitive context

CLA — CliftonLarsonAllen competes with specialist strategy advisers, executive-services firms, transaction advisers, analytics providers and larger multidisciplinary professional-services firms. The relevant peer set varies by mandate, industry, client segment, geographic scope and delivery model.

Comparable firms are selected according to overlap in business model, client segment, service coverage, geographic activity and mandate profile. Inclusion does not imply equivalence in scale, ranking or market position.

Leadership

PersonCurrent positionInstitutional background

Leadership information reflects the public sources reviewed for this profile. View the firm’s website ↗

Corporate and regulatory information

CLA — CliftonLarsonAllen provides advisory, executive, analytical, transaction, managed or technology services. The contracting entity, professional obligations and regulatory status depend on the service, client jurisdiction and engagement scope.

View registered-entity details
Service statusAdvisory, executive, analytical, transaction or technology services
HeadquartersMinneapolis, United States

Principal offices

  • Minneapolis, United States

Rankings and recognition

Ranking inclusion is editorially determined. The existence or maintenance of a Wiki profile does not influence ranking eligibility, tier or position.

Related Economy analysis

Selected Economy Markets articles providing context for the firm’s advisory environment:

Sources and data transparency

The profile is based on the following publicly available institutional, regulatory and editorial sources:

  1. CLA — CliftonLarsonAllen — official firm overview and service information.
  2. Advisory Ranking — Top 30 Financial Due Diligence (FDD) Advisory 2026 — inclusion and tier classification.

Profile type: Editorial Profile

First published: 20 August 2026

Last substantively reviewed: 25 August 2026

This profile has been compiled from publicly available institutional, regulatory and editorial sources. The profiled organization does not determine its inclusion, editorial characterization or ranking status. Corrections supported by authoritative documentation may be submitted to The Economy Wiki.