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.
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)
Articles
- Looking Back, Looking Forward, Looking Up!
- Strategic Buyers Pay up for Opportunities
- Peak or No Peak
- M&A Market Remains Strong Amid Economic and Market Volatility
- Rising Transaction Activity Aided by Favorable Lending Conditions
- Market Activity Fueled by Demand, Favorable Valuations, and Lending
- Valuations Continue to Rise in Seller's Market
- Post-Closing Disputes: Inevitable or Avoidable?
