About Wipfli Corporate Finance Advisors
We're Here to Help You Reach Your Goals.
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. We pride ourselves on earning our clients confidence through dedication to their strategic and transactional needs. Additionally, our clients benefit from the depth of our leadership team’s experience – over 50 years of combined experience advising middle market companies and management teams – and the extensive industry knowledge of our parent firm's 245 partners and over 2,000 associates.
We consistently provide clients broad transactional, structuring and industry expertise, and the benefit of solid relationships with hundreds of middle market companies and capital providers throughout the Midwest and across the United States.
Our Approach
1
Work closely with our clients to understand their corporate, strategic and financial goals.
2
Plan, develop, and provide advice on the strategy and feasibility of the transaction.
3
Identify critical issues important to the future success of the business.
4
Coordinate with tax, accounting and legal professionals to ensure seamless execution.
5
Identify capital sources and lead communications, negotiations and meeting coordination with our client’s guidance.
