Wipfli Corporate Finance Advisors,

Financial Services · 2 Employees
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About
Wipfli Corporate Finance Advisors, LLC, is a leading financial services firm for successful middle-market companies. 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 with limited interruption to management, employees, and customers. We work closely with our clients to understand their corporate, strategic, and financial goals; •Plan, develop, and provide advice on the strategy and feasibility of the transaction. •Identify critical issues important to the future success of the business. •Coordinate with tax, accounting, and legal professionals to ensure seamless execution. •Identify capital sources and lead communications, negotiations, and/or meeting coordination with our clients' guidance. Investment banking services provided by RKCA, Inc., Member SIPC/FINRA, 1077 Celestial Street, Cincinnati, Ohio 45202. Phone: 513.371.5533. Certain Wipfli Corporate Finance Advisors, LLC associates are registered representatives of RKCA, 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. RKCA, Inc. does not provide accounting, tax or legal advice. Investing involves the risk of loss. Past performance is not indicative of future results.
Year Founded
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Industry
Financial Services
HQ Location
10000 Innovation Dr. Suite 250 Milwaukee, WI 53226, US
Keywords
Mergers & Acquisitions – Sell sideCapital RaisingMergers & Acquisitions – Buy sideFinancial Advisory
Location
5
  • 10000 Innovation Dr. Suite 250 Milwaukee, WI 53226, US
  • 469 Security Blvd. Green Bay, WI 54313, US
  • 11 Scott St. Wausau, WI 54403, US
  • 1 N Wacker Dr Suite 1700 Chicago, Illinois 60606, US
  • 2501 W Beltline Hwy Suite 401 Madison, Wisconsin 53713, US

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