Wipfli - M&A Summary and Business Overview

Business ServicesCompany

Wipfli M&A Summary

Wipfli has acquired 16 companies, including 1 in the last 5 years. It has also divested 1 asset.

Wipfli has acquired in 9 different US states, and 2 countries. The Company’s most targeted sectors include business services (88%) and information technology (13%).

Wipfli Business Overview

Where is Wipfli headquartered?

Wipfli is headquartered in Milwaukee, Wisconsin.

What sector is Wipfli in?

Wipfli is a business services company.

When was Wipfli founded?

Wipfli was founded in 1930.

M&A Summary

  • M&A Total Activity17
    • M&A Buy Activity16
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1

Wipfli LLP

10000 Innovation Drive, Suite 250,
Milwaukee, Wisconsin 53226
United States,
(414) 431-9300
www.wipfli.com

Wipfli LLP is a provider of tax, audit, accounting and business consulting services. Wipfli was formed in 1930 and is based in Milwaukee, Wisconsin.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 15 - - - - 1 16
Sell (0.2/yr) # - - - 1 - - 1
  17

Most Recent M&A

Company Date Value Type
Harbour Results, Inc. 2024-05-01 - Add-on Acquisition
Southfield, Michigan · www.harbourresults.com
Wipfli Financial Advisors LLC 2022-08-17 - Divestiture
Wauwatosa, Wisconsin · www.wipflifinancial.com
Barefoot Technologies & Consulting 2017-02-06 - Add-on Acquisition
Minneapolis, Minnesota · www.consultingbarefoot.com
Horwich Coleman Levin LLC 2017-02-01 - Add-on Acquisition
Chicago, Illinois · www.horwich.com
BIK & Co. 2017-01-01 - Add-on Acquisition
Burr Ridge, Illinois · www.bikcpa.com
Weltman Bernfield LLC 2016-08-22 - Add-on Acquisition
Buffalo Grove, Illinois · www.weltmanbernfield.com
HFS Consultants 2016-08-04 - Add-on Acquisition
Oakland, California · www.hfsconsultants.com
Brittenford Systems, Inc. 2016-05-02 - Add-on Acquisition
Reston, Virginia · www.brittenford.com
Steinberg Advisors Ltd. 2016-01-04 - Add-on Acquisition
Northbrook, Illinois · www.steinbergadvisors.com
Elko & Associates Ltd. 2015-01-05 - Add-on Acquisition
Media, Pennsylvania · www.elkocpa.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 14 (88%) - - -
Information Technology 2 (13%) - - -
Financial Services - - 1 (100%) -
Total 16 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 15 - 1 -
  Illinois 4 - - -
  Minnesota 4 - - -
  Wisconsin 1 - 1 -
  Michigan 1 - - -
  California 1 - - -
  Washington 1 - - -
  Virginia 1 - - -
  Pennsylvania 1 - - -
  Montana 1 - - -
United Kingdom 1 - - -
  Illinois 1 - - -
Domestic 15 (94%) - 1 (100%) -
Cross-border 1 (6%) - - -
Total 16 - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

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