Financial Services

Merger and Acquisition Services

Dedicated to our clients’ needs and supporting clients with a lifetime relationship.

Financial services organizations seeking to grow or to sell need transactional, structuring, and industry expertise to ensure a successful outcome. Wipfli and its wholly owned subsidiary, Wipfli Corporate Finance Advisors LLC, provide a broad range of advisory services tailored for financial services organizations. Dedicated to our clients’ strategic and transactional needs, experts support clients with an objective, independent perspective. Experienced advisors guide clients through every step of the process.

Merger and Acquisition Advisory Services include:

  • Bank and branch sales
  • Acquisitions (searches, structuring, due diligence)
  • Mergers

Purchase accounting assistance including:

  • Fair value valuations and calculations
  • Purchase price allocation
  • Assistance with Day 1 and Day 2 accounting

Capital Raising considerations include:

  • Senior debt
  • Subordinated debt (Tier 2 regulatory capital)
  • Equity

Wipfli’s full complement of strategic advisory services further enhances the depth of service and expertise that ensure the future success of client financial services organizations.

Featured Expertise

Kevin Janke, CPA, ABV, ASA

Kevin Janke has spent over 20 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.

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