Wipfli Corporate Finance Advisors, LLC provides a broad range of investment banking services tailored for middle-market companies ($10-$500 million of revenue) and capital providers.
Our clients benefit from the depth of our leadership team's experience — more than 75 years of combined experience advising middle-market companies and management teams — and the extensive industry knowledge of our parent firm's 250+ partners and 3,300+ associates. Our team has executed transactions exceeding $5 billion.
With Wipfli Corporate Finance, you not only get a team dedicated to your strategic and transaction needs, with an unrelenting focus on achieving your goals. You also benefit from the full suite of Wipfli’s services — including tax and accounting, which are critical components of the transaction process.
By leveraging our experience and broad resources, we help maximize the likelihood of success during your capital-raising or transaction process.
And with limited interruption to your management team, employees and customers, our experienced investment banking professionals guide you through every step of the process. We work closely with you to:
Plan, develop and provide advice on the strategy and feasibility of your transaction.
Identify critical issues important to the future success of your business.
Coordinate with tax, accounting and legal professionals to help ensure seamless execution.
Identify capital sources and lead communications, negotiations and/or meeting coordination with your guidance.
Connect with our advisors today and put our knowledge to work for you.
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"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."
"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."
"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."
"Wipfli has that specialized knowledge and experience that allows us to use them for pretty much everything we need."
*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.