WipFli Corporate Finance Advisors

Investment banking· USwcfadvisors.com

Investment banking arm of Wipfli serving middle-market companies ($10 to $500 million revenue) and capital providers with sell-side, buy-side and corporate finance advisory.

Independent sponsor deals
6
Sponsor clients
3
Repeat clients
3
Latest deal
Jan 1, 2025
Investment banking
No date on record · this record

5 additional professionals, 5 additional client and capital relationships, 3 additional observed deals

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Independent sponsor relevance

6 independent sponsor deals for 3 sponsors, 3 of them more than once. Dec 1, 2021 to Jan 1, 2025. 2 of these rest on medium confidence evidence and are labelled.

What the record adds up to
  • Capital overlap WipFli Corporate Finance Advisors and Salem Investment Partners appear together on 2 observed independent sponsor deals · Aug 1, 2024
  • Capital overlap WipFli Corporate Finance Advisors and First Capital Partners appear together on 2 observed independent sponsor deals · Dec 1, 2021
  • WipFli Corporate Finance Advisors has worked on 2 observed transactions for Tyrian Capital LLC (33% of its 6 observed independent sponsor deals). deal 1 · deal 2
  • WipFli Corporate Finance Advisors has worked on 2 observed transactions for Stacker Holdings (33% of its 6 observed independent sponsor deals). deal 1 · deal 2
  • WipFli Corporate Finance Advisors has worked on 2 observed transactions for Progress Equity Partners (33% of its 6 observed independent sponsor deals). deal 1 · deal 2

2 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.

Recent transactions
  1. Jan 1, 2025Sell-side advisor
    Progress Equity Partners and ProSet, LLC (ProSet Modular) deal team
    Sell-side advisor · Jan 1, 2025
    progressequity.comMedium confidence
  2. Aug 1, 2024Sell-side advisor
    Progress Equity Partners and ProSet deal team
    Sell-side advisor for ProSet · Aug 1, 2024
    Wipfli Corporate Finance Advisorspublished Jan 21, 2025
  3. Apr 12, 2024Sell-side advisor
    Stacker Holdings and Missouri Pipe Fittings Company deal team
    Sell-side advisor for Missouri Pipe Fittings Company · Apr 12, 2024
    Wipfli Corporate Finance Advisors, LLCpublished Apr 12, 2024
This firm's deals in the deals index
Which sponsors they work with
Capital providers on the same deals
Key professionals

Who did the work, by the deals they are named on.

Sector experience
Deal size

No deal on record stated a value.

Geography

Offices: Chicago. Deal companies in CO 1, IL 1, MO 1, WI 1.

Relationship network
Contact

Website wcfadvisors.com. Contact details for named professionals open with the product, the same way as on every other record.

Who to call
the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Adam Herman (Managing Director of Business Development), Joe Morrissey (Vice President, Sponsor Coverage), Alex Arnold (Vice President).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

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