Meridian Capital team members have joined CLA.
Providing industry expertise and global access to leading businesses across the U.S.
INDUSTRY EXPERTS • CLIENT DRIVEN • EXECUTION FOCUSED
INDUSTRY EXPERTS
CLIENT DRIVEN
EXECUTION FOCUSED
CLA Meridian Capital has served as a trusted advisor to business owners on complex merger and acquisition (M&A), corporate finance, and strategic challenges for over 30 years.
The firm differentiates itself through its deep industry insights, highly customized transaction approach, and end-to-end commitment to execution.
Through a unique combination of financial, transactional, and operational expertise, CLA Meridian Capital has the breadth of experience required to serve leading middle market companies.
With deep industry knowledge across nine sectors within the consumer, industrials and technology verticals, CLA Meridian Capital’s bankers provide business owners with discerning insights into value drivers and transaction trends for their specific industry niche.
Focused on serving privately and closely held businesses including family, founder, and entrepreneur-owned businesses, CLA Meridian Capital takes a consultative approach to help prepare and build value in advance of a transaction to achieve the long-term goals of our clients.
CLA Meridian Capital also offers clients unparalleled cross-border capabilities through its Global M&A Partners network.
Industries We Serve
Experienced Investment Bankers
Teague Collins
Managing Director
Aaron Franzheim
Director
Kendell Jensen
Vice President
Tim Johnson
Vice President
James Kim
Managing Director
Brandon Leyert
Director
Randy Moe
Managing Director
Greg Powell
Managing Director
Matt Rechtin
Managing Director
Patrick Ringland
Managing Director
Greg Ryan
Vice President
David Shapiro
Director
Pete Sokoloff
Industry Advisor
Benton Sturt
Director
Ian Sylvan
Managing Director
Chuck Wilke
FounderOur Clients Include Family Owned Businesses, Privately & Closely Held Businesses, & Entrepreneurs
“CLA Meridian Capital’s unwavering commitment and exceptional effort throughout this complex transaction was instrumental in achieving a successful outcome.”
— Scott Dorsing President, Dorsing Farms
“We have been doing it all, as many business owners do. With CLA Meridian Capital we were able to hand off our finance strategy to a group that truly knows the consumer market with over two decades of experience.”
— Bob Klein, Ellenos Greek Yogurt Co-Founder
“We never could have imagined this much work would go into getting a transaction completed. We couldn’t be happier with the outcome and are very thankful we had CLA Meridian Capital leading us through this transaction.”
— Dave Willoughby, President, Boyer
“From beginning to end, the CLA Meridian Capital team served as an exceptional partner to us in helping position Crosslake to the market and driving the deal to a successful close. They continually kept our priorities and best interests as their own.”
— Russ Albright, CEO, Crosslake Technologies
“The CLA Meridian Capital team did a remarkable job for us. Their people are very knowledgeable and professional, and brought in several competitive letters of intent. ”
— Cause Haun Founder, See Kai Run
