Top 20 Investment Banking Companies in Milwaukee

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Below is the list of Top 20 Investment Banking Companies in Milwaukee ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in Milwaukee

1. Cleary Gull Inc.

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: clearygull.com

Company Founded: 1987

Company Size: 11-50

Company Address: 411 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Cleary Gull Inc. Contact Details

Name Title LinkedIn Phone Email
Christopher Larsen Executive Director
Patrick Ringsred Executive Director
Brian Howley Investment Banking Associate
Jim Olson Executive Director
Jimmy Huiskamp Investment Banking Analyst
Andrew Rankin Director
Daniel Ptacek Investment Banking Analyst Intern, Cibc Cleary Gull
Requires/Intent and 4 more Employees
AI-Based Fraud Detection & Prevention
AI-Powered Fundraising Strategies
AI Chatbots
AI-Driven Customer Relationship Management
and more

2. Grace Matthews, Inc.

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: gracematthews.com

Company Founded: 1999

Company Size: 11-50

Company Address: 833 East Michigan Street, Milwaukee, Wisconsin, United States

Grace Matthews, Inc. Contact Details

Name Title LinkedIn Phone Email
John Beagle Ceo, Co-founder And Managing Director
Eric Sabelhaus Vice President
John Chandler Investment Banking Summer Analyst
Ben Scharff Managing Director
Samuel French Investment Banking Analyst
Christopher Hayes Associate
Jon Glapa Director
Requires/Intent and 3 more Employees
Digital Marketing
AI-Based Predictive Analytics For Market Trends
E-commerce Integration
AI-Powered Debt & Equity Structuring
and more

3. Tko Miller

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: tkomiller.com

Company Founded: 2015

Company Size: 11-50

Company Address: 788 North Jefferson Street, Milwaukee, Wisconsin, United States

Tko Miller Contact Details

Name Title LinkedIn Phone Email
Steve Yahnke Managing Director
Nick Kozik Vice President
Joseph Froehlich Managing Director
Katie Yde Office And Marketing Manager
Charlie Lorge Investment Banking Analyst
Josh Dubuque Marketing Intern
Requires/Intent
AI-Powered Portfolio Management
Customer Relationship Management
AI-Powered Fundraising Strategies
AI-Based Hedge Fund Analytics
Technology
and more

4. Taureau Group, Llc

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: taureaugroup.com

Company Founded: 2008

Company Size: 11-50

Company Address: 320 East Buffalo Street, Milwaukee, Wisconsin, United States

Taureau Group, Llc Contact Details

Name Title LinkedIn Phone Email
Corey Vanderpoel Managing Director And Owner
Michael Schroeder Vice President
Thomas Venner Associate | Private Equity Coverage Lead
Tammy Halfmann Executive Administrative Professional
Mary Myles Marketing And Office Manager
Requires/Intent
AI
Web Development
AI-Based M&A Advisory
AI-Based Risk Analysis & Mitigation
and more

5. Promontory Point Capital

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: promcp.com

Company Founded: 2003

Company Size: 1-10

Company Address: 322 East Michigan Street, Milwaukee, Wisconsin, United States

Promontory Point Capital Contact Details

Name Title LinkedIn Phone Email
Mike Burmesch Director
Bill Penkwitz Partner
Andrew Eck Senior Associate
Requires/Intent
Blockchain For Secure Fund Transfers
AI-Powered Fundraising Strategies
Smart AI-Based Compliance & Regulatory Reporting
Technology
Smart Algorithmic Trading
and more

6. Water Street Advisors

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: waterstreetadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 270 East Highland Avenue, Milwaukee, Wisconsin, United States

Water Street Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Kucia Principal
Leanne Foster Managing Director At Water Street Advisors
Requires/Intent
Advertising
AI-Based Fraud Detection & Prevention
Cybersecurity Solutions
Compliance & Risk Management
Blockchain For Secure Transactions
and more

7. Bridgewood Advisors Inc.

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Company Size: 1-10

Company Address: 126 North Jefferson Street, Milwaukee, Wisconsin, United States

Bridgewood Advisors Inc. Contact Details

Name Title LinkedIn Phone Email
Doug Marconnet Managing Director
Annette Knoll Vice President
Requires/Intent
AI-Based Fraud Detection & Prevention
AI-Driven Customer Relationship Management
AI-Powered Sentiment Analysis For Market Trends
Business Expansion
and more

8. Franklin Place Capital

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: franklinplacecapital.com

Company Founded: 2017

Company Size: 1-10

Franklin Place Capital Contact Details

Name Title LinkedIn Phone Email
Christopher Mayer Investment Banking Associate
Requires/Intent
Digital Marketing
AI-Based Predictive Analytics For Market Trends
and more

9. Eisen Fox & Company Llc

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: eisenfox.com

Company Founded: 2010

Company Size: 1-10

Company Address: 735 North Water Street, Milwaukee, Wisconsin, United States

Eisen Fox & Company Llc Contact Details

Name Title LinkedIn Phone Email
Cynthia Steffes Managing Director
Requires/Intent
Automation
AI-Powered Portfolio Management
and more

10. Emory & Co., Llc

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: emoryco.com

Company Founded: 1999

Company Size: 1-10

Company Address: 250 East Wisconsin Avenue, Milwaukee, Wisconsin, United States

Emory & Co., Llc Contact Details

Name Title LinkedIn Phone Email
Keng Thao Assistant Bookkeeper
Requires/Intent
Cloud Solutions
SEO
Digital Marketing
AI-Based Alternative Investment Strategies
Software Development
and more

11. Corporate Financial Advisors, Llc

Industry: Investment Banking

Location: Milwaukee, Wisconsin

Website: cfa-llc.com

Company Founded: 1995

Company Size: 1-10

Company Address: 111 East Kilbourn Avenue, Milwaukee, Wisconsin, United States

Corporate Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Steve Yahnke Senior Director
Requires/Intent
Financial Management
Predictive Analytics
Blockchain For Secure Transactions
and more
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Milwaukee Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Christopher Larsen Cleary Gull Inc. Executive Director
2 Patrick Ringsred Cleary Gull Inc. Executive Director
3 Brian Howley Cleary Gull Inc. Investment Banking Associate
4 Jim Olson Cleary Gull Inc. Executive Director
5 Jimmy Huiskamp Cleary Gull Inc. Investment Banking Analyst
6 Andrew Rankin Cleary Gull Inc. Director
7 Daniel Ptacek Cleary Gull Inc. Investment Banking Analyst Intern, Cibc Cleary Gull
8 John Beagle Grace Matthews, Inc. Ceo, Co-founder And Managing Director
9 Eric Sabelhaus Grace Matthews, Inc. Vice President
10 John Chandler Grace Matthews, Inc. Investment Banking Summer Analyst
11 Ben Scharff Grace Matthews, Inc. Managing Director
12 Samuel French Grace Matthews, Inc. Investment Banking Analyst
13 Christopher Hayes Grace Matthews, Inc. Associate
14 Jon Glapa Grace Matthews, Inc. Director
15 Steve Yahnke Tko Miller Managing Director
16 Nick Kozik Tko Miller Vice President
17 Joseph Froehlich Tko Miller Managing Director
18 Katie Yde Tko Miller Office And Marketing Manager
19 Charlie Lorge Tko Miller Investment Banking Analyst
20 Josh Dubuque Tko Miller Marketing Intern
21 Corey Vanderpoel Taureau Group, Llc Managing Director And Owner
22 Michael Schroeder Taureau Group, Llc Vice President
23 Thomas Venner Taureau Group, Llc Associate | Private Equity Coverage Lead
24 Tammy Halfmann Taureau Group, Llc Executive Administrative Professional
25 Mary Myles Taureau Group, Llc Marketing And Office Manager
26 Mike Burmesch Promontory Point Capital Director
27 Bill Penkwitz Promontory Point Capital Partner
28 Andrew Eck Promontory Point Capital Senior Associate
29 Mark Kucia Water Street Advisors Principal
30 Leanne Foster Water Street Advisors Managing Director At Water Street Advisors
31 Doug Marconnet Bridgewood Advisors Inc. Managing Director
32 Annette Knoll Bridgewood Advisors Inc. Vice President
33 Christopher Mayer Franklin Place Capital Investment Banking Associate
34 Cynthia Steffes Eisen Fox & Company Llc Managing Director
35 Keng Thao Emory & Co., Llc Assistant Bookkeeper
36 Steve Yahnke Corporate Financial Advisors, Llc Senior Director