CLA and Evelyn Partners Announce New Global Organization, CLA Global

CLA Global is expected to rank among the top 15 global accounting and consulting organizations in the world, based on fee revenue.

Jen Leary of CLA and Andrew Wilkes of Evelyn Partners

Together, CLA Global network companies CLA and Evelyn Partners provide services to more than 10,000 international clients operating in more than 100 countries. This size and scope is expected to make CLA Global one of the top 15 global accounting and consulting organizations.

New York and London, June 30, 2022 (GLOBE NEWSWIRE) — Today, CLA (CliftonLarsonAllen LLP), the 8th largest accounting firm in the United States, and Evelyn Partners, the leading integrated wealth management and services group UK professionals, announced the formation of a new multinational organization — CLA Global Limited (CLA Global) — of which CLA and Evelyn Partners are founding members.

CLA Global is important to the wider industry, filling a gap among leading global organizations with a focus on fast-growing, innovative and dynamic cross-border mid-market companies, while also focusing on supporting listed and international public interest entities.

“This is the next generation of growth for us,” said Jen Leary, CEO of CLA. “We saw an opportunity to collaborate and build a global organization unlike any other in our world today. We fundamentally invest in our people, providing them with opportunities on a larger scale. What we are creating is exciting for our customers and our team.

Together, the CLA Global network companies CLA and Evelyn Partners, formed from the merger of Tilney and Smith & Williamson, provide services to more than 10,000 international clients operating in more than 100 countries. This size and scope is expected to make CLA Global one of the top 15 global accounting and consulting organizations.

CLA Global expects to announce additional top peers and member companies in 2022.

“There are many synergies between CLA and Evelyn Partners,” said Andrew Wilkes, new chief professional services officer, Evelyn Partners. “Both of our firms are energized by working with private clients and their business interests and invest heavily in creating opportunities to develop our clients and our people.”

CLA Global officially launched on July 1, 2022. Joe Kask of CLA and Sancho Simmonds of Evelyn Partners serve as the Office of the CEO of CLA Global.

Visit CLAglobal.com for more information.

About CLA

CLA exists to create opportunity for our clients, employees and communities through industry-focused wealth management advisory, outsourcing, audit, tax and advisory services. With over 7,500 people, 121 US locations and a global outlook, we promise to know you and help you. For more information, visit CLAconnect.com. Investment advisory services are offered by CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment adviser.

About Evelyn Partners

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, formed from the merger of Tilney and Smith & Williamson. With £55.8 billion in assets under management (as of March 31, 2022), it is the second largest wealth manager in the UK measured by EBITDA and the sixth largest professional services company in terms of commission income (source: Accountancy Age 50+50, 2021 rankings).

It has a network of offices in 27 cities across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers a wide range of financial and professional services to individuals, family trusts, professional intermediaries, associations and businesses.

Evelyn Partners’ objective is to ‘putting the power of good advice in more hands’, and is uniquely positioned to support clients in both their personal financial affairs and their business interests. Evelyn Partner’s personal wealth management services include financial planning, investment management and advice, personal tax advice and, through Bestinvest, an award-winning online investing service for self-directed investors. For businesses, its wide range of services includes insurance and accounting, business tax advice, employee benefits, legal advice, fund administration, fund governance, turnaround and restructuring and services of transactions.

For more information, please visit: www.evelyn.com

About CLA Global

CLA Global Limited (CLA Global) is a global organization of independent accounting and consulting firms. Professionals from CLA Global member firms provide auditing, accounting, tax and advisory services to help guide organizations and individuals through the increasingly complex global business and financial environment. For more information, visit CLAglobal.com.

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CONTACT: Jackie Kruger CLA (CliftonLarsonAllen LLP) 612-376-4623 [email protected]

Aubrey L. Morgan