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Meridian Capital

Meridian Capital

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Josh Hoffman

Associate Director
Home > Team > Josh Hoffman
6309548101
joshua.hoffman@claconnect.com

Professional Experience

Josh Hoffman joined CLA Meridian Capital in 2025, where he supports transaction execution and client engagement across the deal lifecycle. He brings over 12 years of experience in M&A advisory and investment banking.

Prior to joining CLA Meridian Capital, Josh worked at Brown, Gibbons, Lang & Co. in the services, infrastructure, and environmental M&A group. He has also held investment banking roles at Capello Global and Greif & Co., advising private companies on M&A and capital raising transactions.

Education & Certification

Josh holds an MBA from the UCLA Anderson School of Management and a BA in Economics from Amherst College. He maintains his SIE, Series 79, and Series 63 licenses.

Community Service and Involvement

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  • Industries
    • Consumer
      • Consumer Products
      • Consumer Services & Retail
      • Food, Beverage, & Agribusiness (FB&A)
    • Industrials
      • Aerospace, Defense, & Space (AD&S)
      • Architecture, Engineering, & Construction (AEC) Services
      • Industrial & Residential Services
      • Manufacturing & Distribution
    • Technology
      • Software
      • Tech-Enabled Services
      • Telecom
  • Services
    • M&A Advisory
    • Capital Raising
    • Buy Side Advisory
    • Strategic Advisory
  • Transactions
  • News & Research
    • Press Releases
    • Industry Research
  • Our Firm
    • About Us
    • Team
    • Company News
    • REACH: Cross-border M&A
    • Careers
  • Contact

Any testimonial stated herein may not be representative of the experience of other clients and is no guarantee of future performance or success.


CLA Meridian Capital is the investment banking division of CliftonLarsonAllen Wealth Advisors, LLC, an SEC registered investment advisor and broker dealer, member FINRA/SIPC.
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