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Mergers and Acquisition (M&A) services

Transaction advisory services

Maximize value at every stage of your M&A deal

Creating value from your M&A or transaction requires the right strategic decisions — and the right team.

Wipfli supports businesses with end-to-end transaction services. From quality of earnings (QoE) and financial due diligence to tax advisory and M&A integration, we dig deep to help you achieve sustainable growth and a competitive advantage.

Why Wipfli?

Wipfli combines agility and experience with industry-specific knowledge to handle all phases of the M&A life cycle. We specialize in a range of industries, including industrial and consumer products, healthcare specialty practices, construction specialty subcontractors, technology companies and community financial institutions.

Backed by advanced tech solutions and a global network of tax, audit and financial advisory professionals, the Wipfli team brings insight and analysis to maximize your return today and create value beyond the deal.

Our M&A consulting and transaction advisory services include:

Buy-side advisory

Identify and minimize risk for your organization. Get clear and sensitive guidance and execution that cuts through the complexities of buying a business.

Sell-side advisory

From conducting a business valuation to performing due diligence, sellers have a lot to do before they’re ready to take their company to market. The right approach is critical. Let Wipfli help.

Investment banking

Get strategic and transactional investment banking services tailored for middle-market companies.

Valuation services

Business valuations and appraisal services are complex and nuanced. Get clarity and confidence in determining the value of your business.

From curiosity to clarity to results. That's Wipfli.

Our clients rely on us because we see their success the same way they do: As a continual process. We know that business is fluid and results aren’t an endpoint; they’re waypoints on a trajectory toward success.