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.
Our clients benefit from the depth of our leadership team's experience — more than 75 years of combined experience advising middle-market companies and management teams — and the extensive industry knowledge of our parent firm's 250+ partners and 3,300+ associates. Our team has executed transactions exceeding $5 billion.
With Wipfli Corporate Finance, you not only get a team dedicated to your strategic and transaction needs, with an unrelenting focus on achieving your goals. You also benefit from the full suite of Wipfli’s services — including tax and accounting, which are critical components of the transaction process.
By leveraging our experience and broad resources, we help maximize the likelihood of success during your capital-raising or transaction process.
And with limited interruption to your management team, employees and customers, our experienced investment banking professionals guide you through every step of the process. We work closely with you to:
Plan, develop and provide advice on the strategy and feasibility of your transaction.
Identify critical issues important to the future success of your business.
Coordinate with tax, accounting and legal professionals to help ensure seamless execution.
Identify capital sources and lead communications, negotiations and/or meeting coordination with your guidance.
Connect with our advisors today and put our knowledge to work for you.
Contact Us Today*The persons providing the testimonials on this website have experience in the services that WCF and/or RKCA, Inc. provided. Their respective experience with WCF and/or RKCA, Inc. may not be representative of all other Clients of WCF and/or RKCA, Inc. Testimonials are not paid for by RKCA, Inc. or WCF. Testimonials do not constitute a guarantee of future performance or success related to any product, transaction or service.