Paul Ouweneel
Managing Director
Paul has 14 years of experience consulting with high-net worth individuals and companies specializing in valuation as well as sell-side and buy-side merger and acquisition advisory. Paul has worked with financial institutions, manufacturing, distribution, industrial, agricultural, and food and beverage clients.
Specializations
- Merger and acquisition advisory services
- Valuation
- Financial modeling
- Capital structure analysis and advisory services
- Industry and macroeconomic analysis
- Capital markets
Past Experience
- Robert W. Baird & Co., Inc.
- Deloitte Investment Advisors LLC
Professional Memberships and Activities
- CFA Institute - Member
- American Institute of Certified Public Accountants (AICPA) - Member
- CFP Institute - Member
- Milwaukee Habitat for Humanity – Past board member and treasurer
Education
University of Wisconsin-Whitewater
- Master of professional accountancy degree with an emphasis in finance
- Bachelor of business administration degree in accounting
Certifications
- Series 63 Securities License (uniform Securities Agent)
- Series 79 Securities License (Limited Representative – Investment Banker)
- Chartered Financial Analyst
- Certified Public Accountant
- Certified Financial Planner™ Professional
Articles
