Corporate Finance Services
Financial advisory services for middle-market companies
Wipfli Corporate Finance Advisors, LLC provides a broad range of services tailored for middle-market companies ($10 million - $500 million in revenue) and capital providers. We pride ourselves on earning our clients’ confidence through dedication to their strategic and transaction needs, while also providing Wall Street caliber advice and guidance. Whether you seek an advisor to facilitate an M&A transaction or to raise capital, rest assured you will get the senior-level attention and resources you deserve to successfully complete your transaction with limited interruption to management, employees, and customers.
We have built solid relationships with numerous middle-market companies and capital providers throughout the Midwest and across the United States, and our professionals have executed transactions totaling over $4.8 billion. You benefit from these relationships and by leveraging our 30+ years of combined expertise advising middle-market companies and management teams, along with access to the extensive structuring and industry knowledge of our parent firm’s 130+ partners and over 950 associates who provide additional accounting, tax, valuation, due diligence, and consulting services. Meaning we can alleviate your stress of working with multiple advisors by providing the ability to work directly with one source for all your business needs.
Our experienced advisors will guide you through every step of the process. We work closely with you to understand your corporate, strategic, and financial goals and help identify critical issues important to the future success of the business.
Services
Merger & Acquisition Advisory Services - Specializing in companies with $15 million - $500 million in revenue
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Business unit and company sales assistance
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Acquisitions (searches, structuring, due diligence)
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Mergers
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Management buyouts
Capital Raising - Specializing in $5 million - $150 million transaction sizes
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Senior debt
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Subordinated/mezzanine debt, or equity
Financial Advisory Services:
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Business valuation services
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Shareholder liquidity
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Transition planning
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Strategic business planning
Featured Expertise
Our Approach
We work closely with our clients to understand their corporate, strategic, and financial goals;
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Plan, develop, and provide advice on the strategy and feasibility of the transaction
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Identify critical issues important to the future success of the business
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Coordinate with tax, accounting, and legal professionals to ensure seamless execution
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Identify capital sources and lead communications, negotiations, and/or meeting coordination with our clients' guidance
Contact Wipfli Corporate Finance Advisors, LLC today to put our knowledge and expertise to work for you.
The acquisition or sale of a business or a capital raise may turn out to be regarded as a purchase or sale of a security requiring compliance with certain securities laws. Wipfli Corporate Finance Advisors, LLC team members who lead an engagement are registered representatives of Rippe & Kingston Capital Advisors, Inc., 1077 Celestial Street, Cincinnati, Ohio 45202, phone: 513.241.1375, a broker dealer registered with the SEC and FINRA. Investment banking and corporate finance advice offered through Rippe & Kingston Capital Advisors, Inc. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli LLP. Certain accounting, tax, business advisory, and other services are provided by Wipfli LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, or tax advice. Though the information is deemed reliable, Wipfli Corporate Finance Advisors, LLC cannot guarantee its accuracy, completeness, or suitability for any purpose and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results.