Local-global edge Established Wisconsin real estate services firm with a long history and связь to Cushman & Wakefield’s global network, suggesting access to national and international capital and tenants while maintaining local market expertise. Potential sales opportunity: leverage the global platform for cross-border deal flow and larger client introductions, especially for occupier and owner representation across office, industrial, and retail assets.

Leadership transition Recent appointment of Dawn Peterson as President & CEO (effective November 3, 2025) indicates potential strategic pivots and new growth initiatives. Potential sales opportunity: engage leadership to align service offerings with their growth plan, pitch scalable solutions, and introduce value-added services during a period of organizational change.

Revenue potential Current revenue range of 25M–50M with 51–200 employees signals mid-market scale and room for portfolio optimization and digital transformation services. Potential sales opportunity: offer asset management, market research analytics, and capital markets support to expand client’s transaction velocity and portfolio performance.

Tech stack aligned Utilizes LinkedIn Ads, HubSpot, WordPress/WooCommerce, Microsoft 365, Google Cloud, ESRI mapping tools, and other modern platforms. Potential sales opportunity: propose add-on MarTech, data visualization, and CRM optimization services to strengthen lead generation, client reporting, and market analytics capabilities.

Growth and coverage Part of Cushman & Wakefield’s global network with a Milwaukee-centric presence, targeting national clients and expanding businesses, plus ongoing market research and consulting capabilities. Potential sales opportunity: bundle tenant representation, landlord/owner advisory, and capital markets transactions into integrated solutions for growing occupier tenants and owners seeking portfolio optimization.