Insights

Industry Expertise Willamette Management Associates operates at the intersection of financial services and professional consulting, with a strong emphasis on business valuation, forensic analysis, and financial opinions. This focus presents opportunities to offer specialized financial software solutions, training, and consulting services tailored to highly technical valuation and forensic needs.

Recent Acquisition Growth Having been acquired by Citizens Financial Group and expanding through strategic acquisitions like JMP Group, the company is focused on growth and integration within larger financial ecosystems. This indicates a potential need for enterprise solutions, integration tools, and process optimization services to support corporate growth and transition management.

Leadership Transition Recent leadership changes, including the departure of key executives to prominent organizations such as State Street, suggest an evolving organizational structure. This could open opportunities for executive onboarding services, leadership development programs, or corporate governance solutions.

Client Base Scope With a diverse range of clients from Fortune 500 companies to professional practices, there is a continued demand for high-touch consulting, custom analytics tools, and industry-specific financial advisory products that cater to broad enterprise and niche client needs.

Financial Standing Maintaining a revenue range of $50 million to $100 million within a specialized market segment suggests potential for value-added services such as advanced data analytics, SaaS-based valuation platforms, or targeted training programs that enhance existing capabilities and support revenue growth.

Willamette Management Associates Tech Stack

Willamette Management Associates uses 8 technology products and services including jQuery CDN, jsDelivr, Google Hosted Libraries, and more. Explore Willamette Management Associates's tech stack below.

  • jQuery CDN
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • SQL
    Database
  • Babel
    Development
  • Python
    Programming Languages
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Willamette Management Associates's Email Address Formats

Willamette Management Associates uses at least 1 format(s):
Willamette Management Associates Email FormatsExamplePercentage
FLast@willamette.comJDoe@willamette.com
55%
FirstLast@willamette.comJohnDoe@willamette.com
19%
First.Last@willamette.comJohn.Doe@willamette.com
18%
Last@willamette.comDoe@willamette.com
8%

Frequently Asked Questions

Where is Willamette Management Associates's headquarters located?

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Willamette Management Associates's main headquarters is located at 8600 W Bryn Mawr Ave, Chicago, IL 60631, US. The company has employees across 2 continents, including North AmericaEurope.

What is Willamette Management Associates's phone number?

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You can contact Willamette Management Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Willamette Management Associates's official website and social media links?

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Willamette Management Associates's official website is willamette.com and has social profiles on LinkedIn.

How much revenue does Willamette Management Associates generate?

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As of October 2025, Willamette Management Associates's annual revenue is estimated to be $14M.

What is Willamette Management Associates's SIC code NAICS code?

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Willamette Management Associates's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Willamette Management Associates have currently?

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As of October 2025, Willamette Management Associates has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: M. M.Chief Marketing Officer Corporate Communications Executive: H. C.Chief Operating Officer: M. A.. Explore Willamette Management Associates's employee directory with LeadIQ.

What industry does Willamette Management Associates belong to?

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Willamette Management Associates operates in the Financial Services industry.

What technology does Willamette Management Associates use?

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Willamette Management Associates's tech stack includes jQuery CDNjsDelivrGoogle Hosted LibrariesSQLBabelPythonBootstrapGoogle Analytics.

What is Willamette Management Associates's email format?

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Willamette Management Associates's email format typically follows the pattern of FLast@willamette.com. Find more Willamette Management Associates email formats with LeadIQ.

When was Willamette Management Associates founded?

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Willamette Management Associates was founded in 1969.

Willamette Management Associates

Financial ServicesUnited States51-200 Employees

Willamette Management Associates is recognized as a thought leader in the field of business valuation, forensic analysis, and financial opinion services. Our professional services include: business valuation, intangible asset valuation, intellectual property valuation and royalty rate analysis, intercompany transfer price analysis, forensic accounting and expert testimony, transaction fairness opinions and solvency opinions, lost profits and economic damages analysis, economic event analysis, M&A financial adviser and due diligence services, and ESOP financial adviser adequate consideration opinions.

We provide these services for purposes of merger/acquisition transaction pricing and structuring, taxation planning and compliance, transaction financing, litigation, bankruptcy and reorganization, management information and strategic planning, corporate governance and regulatory compliance, and ESOP transactions and ERISA administrative compliance.

Our clients include publicly traded, multinational corporations and closely held companies. Our clients range in size from Fortune 500 companies to professional practices in virtually every industry or profession. We are known for our experience, creativity, and responsiveness in each and every assignment.

Section iconCompany Overview

Headquarters
8600 W Bryn Mawr Ave, Chicago, IL 60631, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Willamette Management Associates's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Willamette Management Associates's revenue is estimated to be in the range of $50M$100M

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