Corporate finance advisory
services for the middle market

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Maximize value. Capitalize on opportunities.

Wipfli Corporate Finance Advisors, LLC is the investment banking and corporate finance arm of Wipfli Advisory LLC, a top 20 advisory and accounting firm. We offer a custom suite of corporate finance and investment banking services to privately held middle-market companies, designed to support strategic planning, mergers and acquisitions and capital raising.

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.

75+

years of cumulative
experience serving the
middle market

200+

successfully closed
transactions

Top 20

Advisory and accounting firm providing integrated expertise beyond the transaction

Our M&A advisory services

Whether you are looking to sell your business or grow your organization through an acquisition, Wipfli Corporate Finance Advisors can guide you through the entire process. 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, our sell-side advisory services help take companies to market.

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sell-side services

Buy-side M&A

Whether you’re seeking deal flow or need to refine your acquisition strategy, we can help you achieve your goals with our buy-side advisory services.

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buy-side services

Corporate finance advisory

With our corporate finance advisory services, we deliver targeted advice throughout the lifecycle of your business, from purchase to growth to final exit.

Learn more about corporate finance services

Industries we serve

Leveraging a wealth of specialized knowledge, our corporate finance and investment banking professionals provide tailored solutions to a range of industries, including:

Our Wipfli clients include more than 1,000 banks, credit unions and other financial institutions. With our depth of experience, we also provide services to consumer finance groups, insurance brokerages, and wealth and asset management firms.

In working with technology and SaaS companies, we’ve developed deep experience with software solutions, tech hardware and equipment, and internet-based services firms. We can provide them with specialized financial and investment banking services specific to their needs.

Our Wipfli corporate finance team serves more than 6,000 clients in the construction industry, including architectural and engineering firms, paving contractors, electrical contractors, plumbers and HVAC providers.

We deliver financial and investment banking advisory services to a diverse group of manufacturers who produce fabricated and precision metal products, plastic injection molders and assembly development for all industries. We also provide services to machinery, food and beverage products, and wholesale distributors.

With deep experience in the healthcare industry, we provide specialized finance consulting services to medical clinics, dental practices and other specialty practice areas.

We serve staffing firms, marketing firms, technology consulting firms and other specialty areas.

Featured Transactions

B&B Electric

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to B&B Electric, Inc. in connection with this transaction.

Jefferson Mid-State Auto Auction

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Jefferson Mid-State Auto Auction in connection with this transaction.

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American Bank of Beaver Dam

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Ambanc Financial Services, Inc. and its wholly owned subsidiary American Bank of Beaver Dam in connection with this transaction.

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Pharosity Consulting. Inc.

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Pharosity Consulting, Inc. in connection with this transaction.

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B&B Maintenance

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to B&B Maintenance, Inc. in connection with this transaction.

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The Miners State Bank

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to MSB Bankshares, Inc. and its wholly owned subsidiary The Miners State Bank in connection with this transaction.

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First Community Bank

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Prairie Bancshares, Inc. and its wholly owned subsidiary First Community Bank in connection with this transaction.

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CBT Bancorp Inc.

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to CBT Bancorp, Inc. and its wholly owned subsidiary Community Bank of Trenton in connection with this transaction.

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Twelve Consulting Group, Inc.

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Twelve Consulting Group, Inc. in connection with this transaction.

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AcoustiFLO, Ltd.

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to AcoustiFLO, Ltd. in connection with this transaction.

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ProSet, LLC

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to ProSet, Inc. in connection with this transaction.

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Fore-Front Mechanical, Inc.

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Fore-Front Mechanical, Inc. in connection with this transaction.

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ACM

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to A.C. McCartney in connection with this transaction.

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MO Pipe Fittings Company

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Missouri Pipe Fittings Company in connection with this transaction.

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State Bank of Danvers

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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See All Transactions

Investment banking services provided by RKCA, Inc., Member SIPC/FINRA, 1077 Celestial Street, Cincinnati, Ohio 45202. Phone: 513.371.5533. Certain Wipfli Corporate Finance Advisors, LLC associates are registered representatives of RKCA, Inc. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli Advisory LLC. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. RKCA, Inc. does not provide accounting, tax or legal advice. Investing involves the risk of loss. Past performance is not indicative of future results.

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