Middle
Market Smart.
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Maximize value. Capitalize on opportunities.
Wipfli Corporate Finance Advisors, LLC is the investment banking and corporate finance arm of Wipfli LLP, a top 20 advisory and accounting firm. We offer a custom suite of investment banking services to privately held middle-market companies.
Our experienced professionals — backed by a firm with advanced technology solutions and a global network of tax, audit and financial advisory professionals — bring insight and analysis to help realize your vision today and continue to create value beyond the deal.
years of cumulative
experience serving the
middle market
successfully closed
transactions
Privately held middle market transactions with sell-side advisory expertise, $500,000,000 and below.
WHAT WE DO
From strategy and readiness to execution and results, we can help you meet your challenges. Our M&A advisory services include:
Sell-side M&A
By working with business leaders to strategize and initiate transactions on their behalf with third parties, we help take companies to market.
Learn MoreBuy-side M&A
Whether you’re seeking deal flow or need to refine your acquisition strategy, we can help you achieve your goals.
Learn MoreFinancial advisory
With our financial advisory services, we deliver targeted advice throughout the lifecycle of your business, from purchase to growth to final exit.
Learn MoreWHO WE SERVE
Leveraging a wealth of specialized knowledge, our team of professionals provide tailored solutions to a range of industries, including:
Featured Transactions
Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Fore-Front Mechanical, Inc. in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to A.C. McCartney in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Missouri Pipe Fittings Company in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to West 12 Bancorporation and its wholly subsidiary State Bank of Danvers in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Holaday Circuits Inc. in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Amperage Electrical Supply, Inc. in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Headwaters Bancorp, Inc. and its wholly subsidiary Headwaters State Bank in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Advance Electrical Supply in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Bauer Industries in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Closet Works in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to RWCI Equipment Sales in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Nutrition Service Company in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Wenona Bancorp and its wholly owned subsidiary Wenona State Bank in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Timber Creek Resource in connection with this transaction.
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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Thermach in connection with this transaction.
What Clients Say
"The process of working with Wipfli Corporate Finance on this deal was very smooth and educational. The sale to CED was going to allow us to maintain our independence and continue building our brand that we’ve worked hard to build. It gives us additional horsepower to grow the in the Chicago market."
Vito Pelagio,
founder of Amperage Electrical Supply, Inc.
"Where I thought Wipfli Corporate Finance really shined was being able to get more money than I originally anticipated. Most of our first bids were under $20 million, but it was terrific that we found a synergistic buyer in The Container Store. And if we had not been able to get it done by the Friday before New Year’s Eve, we might not have gone ahead. It was a thoroughly pleasant experience, and I can retire now, knowing we got the results we wanted and then some."
Frank Happ,
former chairman of Closet Works
"Making the decision to sell our 74-year-old family-owned businesses wasn’t easy, but when we decided to move forward, Wipfli Corporate Finance proved to be the best partner. They helped us navigate each step of the sale process and were heavily involved in managing everything from buyer due diligence requests to negotiating the final purchase agreement. Their high level of involvement limited the burden of the sale process on our management team, enabling them to continue running the businesses."
Russ Benson,
former owner, Security Door & Hardware Co. and Security Builders Supply Co.
"Wipfli has that specialized knowledge and experience that allows us to use them for pretty much everything we need."
Grant Schwieters,
owner of Schwieters Auto Group
*The persons providing the testimonials on this website have experience in the services that WCF and/or RKCA, Inc. provided. Their respective experience with WCF and/or RKCA, Inc. may not be representative of all other Clients of WCF and/or RKCA, Inc. Testimonials are not paid for by RKCA, Inc. or WCF. Testimonials do not constitute a guarantee of future performance or success related to any product, transaction or service.