Middle
Market Smart.

Maximize value. Capitalize on opportunities.

Wipfli Corporate Finance Advisors, LLC is the investment banking and corporate finance arm of Wipfli LLP, a top 20 advisory and accounting firm. We offer a custom suite of investment banking services to privately held middle-market companies.

Our experienced professionals — backed by a firm with advanced technology solutions and a global network of tax, audit and financial advisory professionals — bring insight and analysis to help realize your vision today and continue to create value beyond the deal.

75+

years of cumulative
experience serving the
middle market

200+

successfully closed
transactions

< $500m

Privately held middle market transactions with sell-side advisory expertise, $500,000,000 and below.

WHAT WE DO

From strategy and readiness to execution and results, we can help you meet your challenges. Our M&A advisory services include:

Sell-side M&A

By working with business leaders to strategize and initiate transactions on their behalf with third parties, we help take companies to market.

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Buy-side M&A

Whether you’re seeking deal flow or need to refine your acquisition strategy, we can help you achieve your goals.

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Financial advisory

With our financial advisory services, we deliver targeted advice throughout the lifecycle of your business, from purchase to growth to final exit.

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WHO WE SERVE

Leveraging a wealth of specialized knowledge, our team of professionals provide tailored solutions to a range of industries, including:

Our Wipfli clients include more than 1,000 banks, credit unions and other financial institutions. With our depth of experience, we also provide services to consumer finance groups, insurance brokerages, and wealth and asset management firms.

In working with technology and SaaS companies, we’ve developed deep experience with software solutions, tech hardware and equipment, and internet-based services firms. We can provide them with specialized services specific to their needs.

Our Wipfli team serves more than 6,000 clients in the construction industry, including architectural and engineering firms, paving contractors, electrical contractors, plumbers and HVAC providers.

We serve a diverse group of manufacturers who produce fabricated and precision metal products, plastic injection molders and assembly development for all industries. We also provide services to machinery, food and beverage products, and wholesale distributors.

With deep experience in the healthcare industry, we provide specialized services to medical clinics, dental practices and other specialty practice areas.

We serve staffing firms, marketing firms, technology consulting firms and other specialty areas.

Featured Transactions

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to AcoustiFLO, Ltd. in connection with this transaction.

Read press release

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to ProSet, Inc. in connection with this transaction.

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Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to Fore-Front Mechanical, Inc. in connection with this transaction.

Read press release

Wipfli Corporate Finance Advisors acted as the exclusive financial advisor to A.C. McCartney in connection with this transaction.

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See All Transactions

What Clients Say

"The process of working with Wipfli Corporate Finance on this deal was very smooth and educational. The sale to CED was going to allow us to maintain our independence and continue building our brand that we’ve worked hard to build. It gives us additional horsepower to grow the in the Chicago market."

Vito Pelagio,

founder of Amperage Electrical Supply, Inc.

"Where I thought Wipfli Corporate Finance really shined was being able to get more money than I originally anticipated. Most of our first bids were under $20 million, but it was terrific that we found a synergistic buyer in The Container Store. And if we had not been able to get it done by the Friday before New Year’s Eve, we might not have gone ahead. It was a thoroughly pleasant experience, and I can retire now, knowing we got the results we wanted and then some."

Frank Happ,

former chairman of Closet Works

"Making the decision to sell our 74-year-old family-owned businesses wasn’t easy, but when we decided to move forward, Wipfli Corporate Finance proved to be the best partner. They helped us navigate each step of the sale process and were heavily involved in managing everything from buyer due diligence requests to negotiating the final purchase agreement. Their high level of involvement limited the burden of the sale process on our management team, enabling them to continue running the businesses."

Russ Benson,

former owner, Security Door & Hardware Co. and Security Builders Supply Co.

*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.

Middle
Market Smart.