Wipfli Corporate Finance Advisors, LLC Email Format

Financial ServicesWisconsin, United States11-50 Employees

Wipfli Corporate Finance Advisors, LLC is a financial services firm that serves middle-market companies with advisory and investment banking needs. It focuses on facilitating mergers and acquisitions and capital-raising initiatives, providing senior-level attention and resources while minimizing disruption to client leadership and operations. Investment banking services are delivered through RKCA, Inc., and Wipfli Corporate Finance Advisors, LLC operates as a subsidiary of Wipfli Advisory LLC within the broader Wipfli professional services network.

Based in Milwaukee, Wisconsin, the firm targets smaller to mid-sized companies seeking strategic guidance through transactions. It emphasizes delivering objective advice and manages engagement in deal processes with attention to continuity for management, employees, and customers. In March 2022, the firm announced a collaboration with Happs to support a deal involving The Container Store, illustrating its active involvement in M&A activity.

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