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CLM Advisors

Full company profile

uuid0028fqh

Namestring
CLM Advisors
Websiteurl
clmadvisors.net
Company typeenum
Private
Founded yearint
2013
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSewell, United States
HQ citystring
Sewell
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
financial advisory services, wealth management, financial planning, investment advisory, personal finance consulting
Industry3 codes
1Corporate Finance & Capital Advisory
CodeBPAHADABPrimaryYes
2Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)
CodeBPAHAOALPrimaryNo
3Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)
CodeFSAEAGAEPrimaryNo
NAICS code2 codes
  • Management Consulting Services54161
  • Portfolio Management and Investment Advice523940
SIC code3 codes
  • Services-Management Consulting Services8742
  • Services-Engineering, Accounting, Research, Management8700
  • Finance Services6199
Product category
Financial Advisory Services
Social media profiles1 record
Cost components1 value
Personnel
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

CLM Advisors is described as a financial services company headquartered in Sewell, United States, founded in 2013 with 11-50 employees. Specific product or service offerings are not available because the company website displayed only a verification/loading page with no company content.

Differentiator
Functional benefit
Problem solved
No data
Peers8 records
TypeBroad incumbent
Description

Big 4 professional services network with a broad M&A, transaction advisory, and corporate finance practice. Comparable because it delivers overlapping corporate finance and advisory services to middle-market and large clients, though as part of a much larger portfolio.

TypeBroad incumbent
Description

Global management consulting firm serving corporates, financial sponsors, and governments on strategy, M&A, and performance topics. Comparable as a broad incumbent advisory competitor serving overlapping client segments.

TypeDirect peer
Description

Global advisory firm specializing in corporate finance, restructuring, and strategic communications for corporates, financial sponsors, and governments. Comparable to a financial services advisory firm because it competes in the same advisory service categories for similar institutional clients.

TypeDirect peer
Description

Global professional services firm known for turnaround management, performance improvement, and corporate finance advisory. Comparable to a small advisory firm because it sells similar restructuring and corporate finance services to middle-market and large-cap clients.

TypeBroad incumbent
Description

Global management consulting firm providing corporate strategy, operations, and finance advisory to large institutions. Comparable as a broad incumbent in the advisory space that competes for similar strategic and corporate finance engagements, though with vastly greater scale and resources.

TypeBroad incumbent
Description

Big 4 firm offering transaction services, deal advisory, and corporate finance across M&A and restructuring. Comparable as a broad incumbent offering advisory services that overlap with those of a small financial advisory firm.

TypeBroad incumbent
Description

Global financial advisory and asset management firm with a leading M&A advisory practice. Comparable as a broad incumbent in financial advisory that competes with smaller advisory firms for corporate finance mandates, though it operates at significantly greater scale.

TypeDirect peer
Description

Independent global investment bank focused on M&A, capital markets, and financial restructuring advisory, with particular strength in the middle market. Directly comparable to a small corporate finance advisory firm because it competes for the same mid-sized corporate and PE clients on similar transaction-advisory mandates.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Key risks3 records

Each record includes

Headline, Details, Source

Key highlights3 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

No data
Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

CLM Advisors

Financial Advisory Servicesclmadvisors.net

CLM Advisors firmographics

Firmographics
Name
CLM Advisors
Website
https://clmadvisors.net
Company type
Private
Founded year
2013
Headcount range
11–50 employees
Ownership category
akta.pro rank

CLM Advisors industry classification

Industry
Product category
Financial Advisory Services
NAICS
Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)
SIC
Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700), Finance Services (6199)
akta.pro primary industry
Corporate Finance & Capital Advisory (BPAHADAB)
akta.pro secondary industries
Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

  • Financial advisory services
  • Wealth management
  • Financial planning
  • Investment advisory
  • Personal finance consulting

Where CLM Advisors is headquartered

Location

Headquarters

HQ city
Sewell
HQ country
United States
HQ region
North America

Markets served

CLM Advisors business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel

CLM Advisors product offering

Product offering

Core offering

CLM Advisors is described as a financial services company headquartered in Sewell, United States, founded in 2013 with 11-50 employees. Specific product or service offerings are not available because the company website displayed only a verification/loading page with no company content.

Differentiator

Problem solved

Functional benefit

CLM Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

CLM Advisors competitors and assessment

Company assessment

Broad incumbents

  • Deloitte (Corporate Finance Advisory): Big 4 professional services network with a broad M&A, transaction advisory, and corporate finance practice. Comparable because it delivers overlapping corporate finance and advisory services to middle-market and large clients, though as part of a much larger portfolio.
  • Bain & Company: Global management consulting firm serving corporates, financial sponsors, and governments on strategy, M&A, and performance topics. Comparable as a broad incumbent advisory competitor serving overlapping client segments.
  • McKinsey & Company: Global management consulting firm providing corporate strategy, operations, and finance advisory to large institutions. Comparable as a broad incumbent in the advisory space that competes for similar strategic and corporate finance engagements, though with vastly greater scale and resources.
  • KPMG (Deal Advisory): Big 4 firm offering transaction services, deal advisory, and corporate finance across M&A and restructuring. Comparable as a broad incumbent offering advisory services that overlap with those of a small financial advisory firm.
  • Lazard: Global financial advisory and asset management firm with a leading M&A advisory practice. Comparable as a broad incumbent in financial advisory that competes with smaller advisory firms for corporate finance mandates, though it operates at significantly greater scale.

Direct peers

  • FTI Consulting: Global advisory firm specializing in corporate finance, restructuring, and strategic communications for corporates, financial sponsors, and governments. Comparable to a financial services advisory firm because it competes in the same advisory service categories for similar institutional clients.
  • Alvarez & Marsal: Global professional services firm known for turnaround management, performance improvement, and corporate finance advisory. Comparable to a small advisory firm because it sells similar restructuring and corporate finance services to middle-market and large-cap clients.
  • Houlihan Lokey: Independent global investment bank focused on M&A, capital markets, and financial restructuring advisory, with particular strength in the middle market. Directly comparable to a small corporate finance advisory firm because it competes for the same mid-sized corporate and PE clients on similar transaction-advisory mandates.

Market position

Strengths3 records

Weaknesses3 records

Key risks3 records

Key highlights3 records

Customer concentration

CLM Advisors social profiles

Digital presence

CLM Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CLM Advisors leadership team

Management profile

Number of profiles

CLM Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

CLM Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CLM Advisors

What does CLM Advisors do?

CLM Advisors is described as a financial services company headquartered in Sewell, United States, founded in 2013 with 11-50 employees. Specific product or service offerings are not available because the company website displayed only a verification/loading page with no company content.

When was CLM Advisors founded?

CLM Advisors was founded in 2013. It employs 11 to 50 people.

Where is CLM Advisors based?

CLM Advisors is headquartered in Sewell, United States, in the North America region.

Who are CLM Advisors's main competitors?

Broad incumbents on record are Deloitte (Corporate Finance Advisory), Bain & Company, McKinsey & Company, KPMG (Deal Advisory) and Lazard. Direct peers are FTI Consulting, Alvarez & Marsal and Houlihan Lokey.

Does CLM Advisors have an API?

No public API is recorded for CLM Advisors.

What industry is CLM Advisors in?

CLM Advisors's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 54161 and its SIC code is 8742.

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