Wipfli News

Wipfli Corporate Finance Advisors expands to Chicago

Monday, October 23, 2017

Wipfli Corporate Finance Advisors (WCF Advisors) announced today that it has expanded the team with the recent addition of Robert Meyer. In his new position, Meyer will leverage over 15 years of experience in investment banking and corporate finance to execute mergers and acquisitions and capital raises for clients. He will be based in WCF Advisors’ Downtown Chicago location.

“We are excited to welcome Robert to Wipfli Corporate Finance Advisors,” said Kevin Janke, Managing Director of WCF Advisors and Wipfli partner. “His vast expertise in corporate finance, strong analytical skillset and unique perspective of serving as CFO for two companies that successfully exited will enhance the value of the investment banking and corporate finance services we provide to our clients.”

“We could not be happier to welcome Robert to our team, and we are excited to enhance our presence in the Chicago market. As we continue to grow, Robert will be a key part of our team,” said Jeff Milkie, leader of WCF Advisors.

Prior to joining WCF Advisors, Meyer worked as an investment banker with Robert W. Baird and Barclays Capital, and served on the investment team at ClearLight Partners, a private equity fund based in Newport Beach, California. He also served as chief financial officer for two technology companies, ultimately leading both through successful sale processes.

Meyer graduated with honors with a master of business administration degree from the University of Chicago. In addition, he holds a bachelor of business administration degree with distinction from the University of Michigan.

WCF Advisors works with companies and their stakeholders related to mergers and acquisitions and financing transactions, and with capital providers seeking investment opportunities or assistance with portfolio companies. WCF Advisors’ professionals assist clients to raise capital for growth, recapitalize through a majority or minority sale of equity, sell their business, and develop and execute an acquisition strategy. The entity is a subsidiary of Wipfli.

About Wipfli Corporate Finance Advisors (WCF Advisors)

Wipfli Corporate Finance Advisors, a subsidiary of Wipfli, provides a broad range of advisory services tailored for middle market companies and for capital providers seeking investment opportunities or assistance with portfolio companies. The company provides high-caliber advice and guidance, while maintaining a strict dedication to clients’ strategic and transaction objectives. Common investment banking transaction services include assisting clients raise capital for growth; recapitalizing a client’s business through a minority or majority sale of equity; selling a client’s business outright; and advising on, and executing, a client’s acquisition strategy. The company’s associates are registered representatives through Rippe & Kingston Capital Advisors, Inc., a broker dealer registered with the SEC and FINRA. For more information, visit www.wcfadvisors.com.