Insights

Growth momentum CLA Meridian Capital shows strong mid-market deal experience with $22 billion in total transaction value and a revenue range of $25M-$50M, indicating ongoing deal flow and a substantial client base ripe for advisory and related services.

Leadership traction Recent promotions and awards for key executives (Greg Ryan and Kendell Jensen named Emerging Leaders; Patrick Ringland promoted to President) signal a strengthened leadership team that can drive new client engagements and cross-sell opportunities.

Technology mix Adoption of a modern tech stack (Salesforce, Pardot, iCIMS, WordPress, MySQL, Microsoft 365) supports scalable outreach, CRM-driven pipeline development, and talent acquisition—amenable to expanding tech-enabled advisory services.

Strategic hires New MD in technology practice and ongoing VP-level promotions suggest a focus on expanding technology and industrial sectors, presenting opportunities to pitch specialized M&A, structuring, and advisory services to sector-focused clients.

Industry positioning As the investment banking arm of CLA Wealth Advisors with a clear middle-market focus across Consumer, Industrials, and Technology, there is potential to cross-sell wealth advisory, succession planning, and capital markets services to existing clients seeking integrated solutions.

Similar companies to CLA Meridian Capital

CLA Meridian Capital Tech Stack

CLA Meridian Capital uses 8 technology products and services including iCIMS, WordPress, Salesforce, and more. Explore CLA Meridian Capital's tech stack below.

Media & News

CLA Meridian Capital's Email Address Formats

CLA Meridian Capital uses at least 2 email formats:
CLA Meridian Capital Email FormatsExamplePercentage
FLast@meridianllc.comJDoe@meridianllc.com
84%
Last@meridianllc.comDoe@meridianllc.com
16%

Frequently Asked Questions

What is CLA Meridian Capital's phone number?

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You can contact CLA Meridian Capital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CLA Meridian Capital's stock symbol?

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CLA Meridian Capital is a publicly traded company; the company's stock symbol is SPMA.

What is CLA Meridian Capital's official website and social media links?

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CLA Meridian Capital's official website is meridianib.com and has social profiles on LinkedIn.

How much revenue does CLA Meridian Capital generate?

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As of August 2026, CLA Meridian Capital's annual revenue is estimated to be $25M - $50M.

What is CLA Meridian Capital's NAICS code?

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CLA Meridian Capital's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does CLA Meridian Capital have currently?

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As of August 2026, CLA Meridian Capital has approximately 69 employees across 2 continents, including North America and Europe. Key team members include Owner: M. C., Managing Director: C. G. and Managing Director: M. B. Explore CLA Meridian Capital's employee directory with LeadIQ.

What industry does CLA Meridian Capital belong to?

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CLA Meridian Capital operates in the Investment Banking industry.

What technology does CLA Meridian Capital use?

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CLA Meridian Capital's tech stack includes iCIMS, WordPress, Salesforce, MySQL, Microsoft 365, Pardot, WP Engine and Piwik PRO Core.

What is CLA Meridian Capital's email format?

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CLA Meridian Capital's email format typically follows the pattern of FLast@meridianllc.com. Find more CLA Meridian Capital email formats with LeadIQ.

When was CLA Meridian Capital founded?

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CLA Meridian Capital was founded in 1995.
CLA Meridian Capital logo

CLA Meridian Capital

Investment BankingWashington, United States51-200 Employees

CLA Meridian Capital operates in the investment banking industry, providing independent middle-market M&A advisory services with offices in Seattle, Salt Lake City, Portland, Raleigh, and the Bay Area. The company is headquartered at 400 Union Street, Suite 200, Seattle, Washington, United States, and employs between 51 and 200 people. With more than 30 years of experience, it advises business owners on complex corporate finance, M&A, and strategic challenges, emphasizing a highly customized service approach and end-to-end execution. A blend of financial, transactional, and operational professionals supports engagements across sectors such as aerospace, consumer, healthcare, manufacturing, and technology. The firm offers cross-border capabilities through its REACH network.

Section iconCompany Overview

Phone number
Stock Symbol
SPMA
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
1995
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    CLA Meridian Capital's revenue is estimated to be in the range of $25M - $50M

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