Our Team

Kevin Janke has spent over 30 years assisting clients to acquire a business or to sell their closely held businesses. His time is spent exclusively doing business sell-side brokerage, buy-side brokerage, valuation, and related engagements. Kevin is highly sought after for his easy-going demeanor and technical skills. Kevin has assisted in the successful sale of a wide range of clients in an array of industries including financial institutions, manufacturing, distribution, and automobile and truck dealerships.

Specializations

• Merger and acquisition assistance
• Sell-side business brokerage
• Buy-side brokerage
• Business valuations

Past Experience

• Worked exclusively in the corporate finance and valuation field since 1993
• Prior to 1993, performed financial audits, corporate tax returns, and other traditional accounting work

Education

• Bachelor of science degree in accounting

Certifications

• Certified Public Accountant
• Accredited in Business Valuation
• Accredited Senior Appraiser
• Licensed real estate broker in Wisconsin
• Series 79 Securities License (Limited Representative - Investment Banker)
• Series 63 Securities License (Uniform Securities agent)
• Qualified as an Expert Witness

Colin brings over 15 years of investment banking and consulting experience to his clients and focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters. He has advised on transactions across the manufacturing and distribution, consumer packaged goods, engineering and design, software as a service (SaaS), health care and market research industries.

Specializations

• Merger and acquisition advisory
• Business transition planning
• Strategic planning
• Financial analysis and valuation

Past Experience

• Director at boutique investment bank specializing in sell-side advisory services for private middle market businesses
• Founded and led strategic advisory consulting practice
• Manager at top 20 regional accounting firm

Professional Memberships and Activities

• Association for Corporate Growth (Minnesota) - Member

Education

• Master of Business Administration (MBA) – Corporate Finance and Strategy
• Bachelor of Science (BS) degree – Finance
• Bachelor of Science (BS) degree – Economics

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)

Paul Ouweneel is a Managing Director at Wipfli Corporate Finance Advisors. With extensive expertise in business strategy, transaction advisory, and valuation, Paul provides comprehensive advisory and consulting services to ownership. He specializes in guiding clients through complex financial decisions, offering strategic insights and tailored solutions to enhance business value. Paul holds the prestigious CFA, CPA, and CFP® designations and is an investment banker licensed with FINRA, holding Series 79 and 63 licenses. Paul works tirelessly to consistently produce outstanding outcomes for his clients’ key stakeholders, including their employees, customers, community, and shareholders.

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

• 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

Anthony Gullickson is a director at Wipfli Corporate Finance focused on supporting the firm’s transaction execution and business development activities. Anthony has been providing M&A services since 2016 and has advised on transactions across a diverse set of industries, including manufacturing and distribution, business services, construction and healthcare.

Education

University of St. Thomas

• Bachelor of Science (BS) - Finance
• Bachelor of Arts (BA) - Economics

Specializations

• Sell-side investment banking
• Strategic planning
• Business transition planning
• Financial analysis and valuation

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)

Cody Hedstrom is a Vice President with over 8 years of experience in finance, consulting, M&A, and investment banking advisory. He has supported more than $1B of investment banking transactions across a diverse set of industries including healthcare, technology, software-as-a-service (SaaS), consumer, and diversified industrials. Cody focuses on advising private, middle-market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters.

Areas of Focus

• Merger & Acquisition Advisory
• Strategic Planning
• Business Valuations
• Transition Planning

Past Experience

• Head of Finance | ixlayer
• Investment Banking | Piper Jaffray (Piper Sandler)
• Strategy & Operations Consultant | Deloitte Consulting

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)

Education

• Northwestern University, Kellogg School of Management – Master of Business Administration (MBA) in Finance
• St. Olaf College – Bachelor of Arts (BA) in Philosophy & Management Studies

For 30+ years, Adam Herman has provided valuation and merger and acquisition advisory services to small and midsize businesses. He has extensive experience working with various industries, including manufacturing, distribution, professional services, Orthotics & Prosthetic (O&P) Labs and Dental Labs. Adam’s clients value his creativity, knowledge and resourcefulness.

Specializations

• Mergers and acquisition assistance
• Transaction advisory services
• Financial analysis and business valuation
• Negotiation support
• Purchase Price Allocation/Personal Goodwill Valuations

Past Experience

• Partner and Chief Visionary Officer at Mueller Prost

Awards

• St. Louis’ Best M&A Providers, Small Business Monthly – Mar 2022
• MOCPA Outstanding Visionary Award – Dec 2017
• 100 St. Louisans You Should Know, Small Business Monthly – Jun 2011
• 40 Under 40 St. Louis Business Journal – Jan 2007

Education

• Bachelor of science degree in accounting and finance

Certifications

• Series 79 Securities License (Limited representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)
• Certified Public Accountant
• Accredited in Business Valuation
• Certified in Financial Forensics
• Certified Valuation Analyst
• Accredited Senior Appraiser
• Certified Fraud Examiner

Joe Morrissey, CFA is a Vice President of Sponsor Coverage at Wipfli Corporate Finance, where he focuses on developing and managing relationships across the firm’s private equity and financial sponsor universe. Joe began his career in investment banking on the transaction execution side, supporting middle-market M&A transactions and other strategic advisory engagements. In 2024, he transitioned to sponsor coverage, where he focuses on cultivating relationships with private equity firms and other financial sponsors and supporting the firm’s business development and transaction activities.

Education

University of St. Thomas

• Bachelor of Arts (BA) – Accounting

Past Experience

• Investment Banking / Wipfli Corporate Finance
• Block Desk Trading / TD Ameritrade

Specializations

• Private Equity & Financial Sponsor Coverage
• Sell-Side Advisory
• Business Development

Certifications

• Chartered Financial Analyst (CFA)
• Series 79 Securities License
• Series 63 Securities License

Alex is a Vice President with more than ten years of M&A experience in both buy-side and sell-side advisory. He has supported more than $3 billion dollars of transactions across a diverse set of industries, including healthcare, financial services, food & agriculture, consumer and diversified industrials. Alex specializes in advising private, middle-market companies and their shareholders on mergers and acquisitions, valuation, transition and strategic planning matters.

Education

University of Nebraska

• Bachelor of Science in Business Administration (BSBA) in Finance

Past Experience

• Corporate Development | Cargill
• Investment Banking | TripleTree
• Investment Banking | B.C. Ziegler

Specializations

• Mergers & Acquisitions
• Strategic Planning & Advisory
• Financial Analysis & Valuation
• Transition Planning

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)

Kevin Curliss is an Associate with nearly a decade of transaction experience spanning sell-side M&A and financial due diligence. He supports all phases of the sell-side process, including confidential information memorandum preparation, financial modeling and valuation analysis, buyer outreach, quality of earnings coordination and diligence management. Prior to joining WCF, Kevin was in transaction advisory at Wipfli and RSM, where he led and supported more than 40 buy-side and sell-side quality of earnings engagements for transactions ranging from $20 million to $300 million in value, spanning industries including manufacturing and distribution, business services, construction and healthcare. Kevin earned a Bachelor of Arts in Business Administration – Accounting from the University of St. Thomas.

Education

University of St. Thomas

• Bachelor of Arts (BA) – Business Administration, Accounting

Past Experience

• Transaction Advisory Services / Wipfli
• Transaction Advisory Services / RSM

Specializations

• Sell-Side Investment Banking
• Financial Modeling & Valuation
• Sell-Side & Buy-Side Quality of Earnings & Financial Due Diligence
• Buyer Outreach & Process Management
• Middle-Market Companies

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)

Max Seltzer is an Associate with over four years of investment banking experience. He has supported more than $2 billion of transactions across sell-side and buy-side M&A and private and public capital raises, spanning industries including manufacturing, healthcare, and gaming. Prior to joining WCF, Max was an Investment Banking Analyst and Associate at Stifel in New York, where he covered the Gaming, Lodging, and Leisure sector. Max earned a Master of Science in Finance and a Bachelor of Science in Finance from the University of Florida.

Education

University of Florida

• Master of Science (MS) – Finance
• Bachelor of Science (BS) – Finance

Past Experience

• Investment Banking / Stifel

Specializations

• Mergers & Acquisitions
• Sell-Side & Buy-Side Advisory
• Private Capital Raises
• Middle-Market Companies

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)

Taylor Wildgen is an Associate with more than five years of M&A experience in both buy-side and sell-side advisory. He has supported transactions across a diverse set of industries, including manufacturing and distribution, business services, consumer products and diversified industrials. Prior to joining WCF, Taylor was a Senior Associate in the Transaction Advisory group at Grant Thornton. Taylor is a CPA licensed in Minnesota and earned a degree in accounting from the University of St. Thomas.

Education

University of St. Thomas

• Bachelor of Science (BS) – Accounting

Past Experience

• Transaction Advisory | Grant Thornton
• Assurance | PricewaterhouseCoopers

Specializations

• Mergers & Acquisitions
• Sell-Side & Buy-Side Advisory
• Middle-Market Companies

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)
• Certified Public Accountant

Henry is an Associate at Wipfli Corporate Finance with more than 3 years of experience, specializing in buy-side and sell-side M&A, business valuations, and ASC 805 purchase accounting valuations for financial institutions. He advises clients throughout the transaction lifecycle, providing financial analysis and valuation expertise to support strategic decision-making, transaction execution, and post-acquisition financial reporting.

Education

University of Minnesota

• Bachelor of Science in Business (BSB) in Finance

Specializations

• Mergers & Acquisitions
• Strategic Planning & Advisory
• Financial Analysis & Business Valuation
• Purchase Accounting & ASC 805 Valuation

Certifications

• Series 79 Securities License (Limited Representative – Investment Banker)
• Series 63 Securities License (Uniform Securities Agent)