Financial Advisory Services

World-class advice throughout the life cycle of your business.

WCF senior professionals have devoted their careers to serving the core of the middle market, from the initial purchase of the business through growth organically and through acquisition, divestiture or partial recap, and final exit. Our experience has led to numerous successful financial advisory partnerships with owners, stakeholders, and management. WCF provides thorough strategic analyses that involve, among other things, market valuation work and extensive research on key components of company strengths and weaknesses.

  • Strategic M&A Advisory for Sellers (market assessments, strategic alternatives, execution plans)
  • Strategic M&A Advisory for Buyers (growth strategy, market opportunity assessments, execution plans)
  • Optimal Capital Structure Analysis (assessments, optimization of capital cost and balance sheet flexibility)
  • Strategic Funding Plans
  • Transition Planning
  • Family and Management Team Transitions
Contact us for more information.

More services we can help you with...

Sell-side M&A

Bring us your most complex, strategic decisions, including business unit and company sales, mergers and management buyouts.

Buy-side M&A

We develop the buyers' acquisition strategy, perform due diligence of the pool of market participants, and outline our recommendations.

Capital Raising

Our seasoned leadership team draws on strong relationships with capital providers nationwide to identify the best potential partners for your needs.