Karen Monfre

Managing Director

Karen Monfre has spent more than 20 years assisting clients in acquiring a business or in the sale of their closely held business. Her time is spent exclusively doing business sell-side brokerage, buy-side brokerage, transaction support, valuation, litigation support, and related engagements. Karen is highly sought after for her experience and forthright consultation services.

Karen has assisted in the successful sale of a wide range of clients from $1 million to over $100 million in revenue and in a wide array of industries including manufacturing, distribution, health care, construction services, automobile and truck dealerships, and life sciences.

Specializations

  • Merger and acquisition assistance
  • Sell-side business brokerage
  • Due diligence
  • Buy-side brokerage and transaction support
  • Business valuations

Past Experience

  • From 1987 to 1992, performed financial audits, prepared corporate tax returns, and performed various financial analyses

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member
  • Greater Green Bay YMCA - Board member and treasurer
  • Great Lakes Asset Corporation - Board member and treasurer
  • UW-Madison Alumni Club of Brown County - Board member and past treasurer
  • Wisconsin Alumni Association - Board member
  • Shawano Area Waterways Management, Inc. - Board member and treasurer

Education

University of Wisconsin-Madison

  • Bachelor of business administration degree with a double major in accounting and computer information systems

Certifications

  • Certified public accountant
  • Accredited in Business Valuation
  • Accredited Senior Appraiser
  • Certified in Financial Forensics
  • Series 79 Securities License (Limited Representative - Investment Banker)
  • Series 63 Securities License (Uniform Securities agent)