Corporate Finance Services

Financial advisory services for middle-market companies

Wipfli Corporate Finance Advisors, LLC provides a broad range of services tailored for middle-market companies ($10 million - $500 million in revenue) and capital providers. 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 to successfully complete your transaction with limited interruption to management, employees, and customers.

We have built solid relationships with numerous middle-market companies and capital providers throughout the Midwest and across the United States, and our professionals have executed transactions totaling over $4.8 billion. You benefit from these relationships and by leveraging our 30+ years of combined expertise advising middle-market companies and management teams, along with access to the extensive structuring and industry knowledge of our parent firm’s 130+ partners and over 950 associates who provide additional accounting, tax, valuation, due diligence, and consulting services. Meaning we can alleviate your stress of working with multiple advisors by providing the ability to work directly with one source for all your business needs.

Our experienced advisors will guide you through every step of the process. We work closely with you to understand your corporate, strategic, and financial goals and help identify critical issues important to the future success of the business.


Merger & Acquisition Advisory Services - Specializing in companies with $15 million - $500 million in revenue

  • Business unit and company sales assistance
  • Acquisitions (searches, structuring, due diligence)
  • Mergers
  • Management buyouts

Capital Raising - Specializing in  $5 million - $150 million transaction sizes

  • Senior debt
  • Subordinated/mezzanine debt, or equity

Financial Advisory Services:

  • Business valuation services
  • Shareholder liquidity 
  • Transition planning
  • Strategic business planning

Featured Expertise

Jeff Milkie

Jeff has over 11 years of corporate finance and investment banking experience. Jeff’s diverse experience includes providing financial analysis and advisory services to executive management teams on complex strategic decisions and transactions. Jeff has led numerous mergers and acquisitions, capital raising, and financial advisory engagements across various sectors, and his primary focus is on mergers and acquisitions, growth capital, and recapitalizations for companies in the manufacturing/distribution, consumer goods/services, retail, business services, health care, media, and applied technology sectors.


Karen Monfre

Karen has spent more than 20 years assisting clients in acquiring a business or in the sale of their closely held business. Her time is spent exclusively doing business sell-side brokerage, buy-side brokerage, transaction support, valuation, litigation support, and related engagements. Karen is highly sought after for her experience and forthright consultation services. Karen has assisted in the successful sale of a wide range of clients from $1 million In revenue to over $100 million in revenue and in a wide array of industries including manufacturing, distribution, health care, construction services, automobile and truck dealerships, and life sciences.



Our Approach

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

Contact Wipfli Corporate Finance Advisors, LLC today to put our knowledge and expertise to work for you.


The acquisition or sale of a business or a capital raise may turn out to be regarded as a purchase or sale of a security requiring compliance with certain securities laws. Wipfli Corporate Finance Advisors, LLC team members who lead an engagement are registered representatives of Rippe & Kingston Capital Advisors, Inc., 1077 Celestial Street, Cincinnati, Ohio 45202, phone: 513.241.1375, a broker dealer registered with the SEC and FINRA. Investment banking and corporate finance advice offered through Rippe & Kingston Capital Advisors, Inc. Member SIPC. Wipfli Corporate Finance Advisors, LLC is a subsidiary of Wipfli LLP. Certain accounting, tax, business advisory, and other services are provided by Wipfli LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, or tax advice. Though the information is deemed reliable, Wipfli Corporate Finance Advisors, LLC cannot guarantee its accuracy, completeness, or suitability for any purpose and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results.



Corporate Finance Services
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WCF Advisors LLC Headquarters

Wipfli LLP - Minneapolis   |  Map
7601 France Avenue South
Suite 400
Minneapolis, MN  55435
Phone: (952) 548-3400
Fax: (952) 548-3500

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