Complete transactions that build your future success
The right transaction can help your financial institution grow, increase liquidity and find new talent. But achieving transaction success starts with mitigating risks. The wrong transaction can take years to remedy or, worst case, ruin your bank.
Wipfli can help you approach your transaction with confidence. Our team has extensive experience in financial institution M&A, giving us the perspective we need to help you see the real value of your deal.
Why Wipfli?
Wipfli provides a broad range of transaction advisory services tailored for financial institutions. We’re dedicated to our clients’ strategic and transactional needs, providing ongoing support at every step of the valuation process with an objective, independent perspective.
How we help you
Wipfli offers both buy-side and sell-side advisory for financial intuitions. Our services include:
- Deal modeling
- Due diligence (including loan review, compliance review, cybersecurity and IT review, HR review and tax support)
- Pro forma financials for regulatory application
- Deal closing support
- Purchase agreement support
Let Wipfli’s investment banking team handle your transaction with our industry knowledge and experience. We can provide your financial institution with support throughout the investment banking process, including:
- Preparation
- Marketing
- Buyer due diligence
- Negotiating
- Regulatory approval and closing
Wipfli’s valuation services combine deep industry knowledge with third-party objectivity to bring meaningful, useful information along with a list of actionable recommendations to your valuation. Our services are ready to support you with:
- Financial due diligence on an acquisition
- Valuing earn-outs for financial statement presentation
- Opening balance sheets
- Valuing intangibles
- Financial reporting, including ASC 805
Our team
Paul D. Ouweneel, CFA, CPA, ABV, CFP
Paul specializes in the valuation of businesses and intangible assets as well as sale and purchase transaction support for companies in a variety of industries.
Kevin Janke, CPA, ABV
Kevin has performed over 2,500 business appraisals and his expertise is sought after by clients from a wide variety of industries. Beyond business valuation, his well-rounded experience in auditing, accounting, tax, and other business areas make Kevin a knowledgeable business and management consultant. He also brings to the table experience as a licensed real estate broker.
Traci J. Hollister, CPA
Traci’s practice focuses on corporate and regulatory advising of small to large regional and national financial institution franchises, allowing her to develop an understanding of how successful financial institutions operate. With her clients exclusively in one industry, Traci has developed a deep understanding of how financial institutions operate and continues to focus her energies, professional education, and skills for the direct benefit of her clientele. Her specialization gives a value-added feature to become a resource beyond the accounting and tax compliance needs of her clients.
Michael D. Carlson , CPA, CGMA
Michael Carlson is a partner in Wipfli’s financial institutions practice in the Minneapolis office. He has dedicated his entire career to this industry and is able to provide his clients practical, real-world knowledge. Michael’s clients find value in his unique ability to identify opportunities for improvements across all functional areas of their business, not just the accounting area.
State of the banking industry report 2025
How do financial institution executives feel about the future? Our fourth annual “State of the banking industry” report uncovered confidence, despite rising threats and uncertainty.
