Wall-Street Caliber Investment Banking Services

Wipfli Corporate Finance Advisors, LLC is a leading financial services firm providing investment banking services to successful middle-market companies. We pride ourselves on earning our clients' confidence through dedication to their strategic and transaction needs while also providing Wall-Street caliber guidance.

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.

Financial Advisory

World-class advice throughout the life cycle of your business: from initial purchase to growth organically to acquisition, and final exit.

Reach and Resources

Whether you seek an advisor to facilitate an M&A transaction or to raise capital, rest assured you will get the senior-level attention and resources you deserve with limited interruption to management, employees, and customers.

Our professionals have solid relationships with hundreds of middle-market companies and capital providers throughout the Midwest and across the United States, and our professionals have executed transactions totaling approximately $5 billion. Our clients benefit from these relationships and by leveraging our 50+ years of combined expertise advising middle-market companies and management teams, along with access to the extensive structuring and industry knowledge of our parent firm's 245 partners and over 2,000 associates who provide additional accounting, tax, valuation, due diligence, and consulting services. If desired, we can alleviate the stress of working with multiple advisors by providing the ability to work directly with one source for all your business needs, or we can work seamlessly with your existing advisors.

Our experienced investment banking professionals will guide you through every step of the process. We work closely with you to understand your corporate, strategic, and financial goals and help identify issues that are critical to the future success of the business.

Our Approach

We work closely with our clients to understand their corporate, strategic, and financial goals;

  • Plan, develop, and provide advice on the strategy and feasibility of the transaction.
  • Identify critical issues important to the future success of the business.
  • Coordinate with tax, accounting, and legal professionals to ensure seamless execution.
  • Identify capital sources and lead communications, negotiations, and/or meeting coordination with our clients' guidance.

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