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.


  • 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


University of Wisconsin-Whitewater
  • Master of professional accountancy degree with an emphasis in finance
  • Bachelor of business administration degree in accounting


  • 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