Top 20 Investment Banking Companies in Wisconsin

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

Investment Banking Companies in Wisconsin

1. Cornerstone Business Services

Industry: Investment Banking

Location: Wisconsin

Website: cornerstone-business.com

Company Founded: 2001

Company Size: 11-50

Company Address: 200 South Washington Street, Green Bay, Wisconsin, United States

Cornerstone Business Services Contact Details

Name Title LinkedIn Phone Email
Scott Bushkie Principal
Erica Gilson Director Of Operations, Partner
Brad Kirkpatrick Mergers And Acquisitions Advisor
Imran Maqbool Merger And Acquisitions Advisor
Rodney Ott Mergers And Acquisitions Advisor
John Baker Mergers And Acquisitions Advisor
Jeffrey Kelling Merger And Acquisitions Advisor
Requires/Intent and 7 more Employees
AI-Powered Debt & Equity Structuring
AI-Based Fraud Detection & Prevention
Branding
and more

2. Cleary Gull Inc.

Industry: Investment Banking

Location: 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

3. Grace Matthews, Inc.

Industry: Investment Banking

Location: 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

4. Tko Miller

Industry: Investment Banking

Location: 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

5. Taureau Group, Llc

Industry: Investment Banking

Location: 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

6. Promontory Point Capital

Industry: Investment Banking

Location: 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

7. Water Street Advisors

Industry: Investment Banking

Location: 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

8. Bridgewood Advisors Inc.

Industry: Investment Banking

Location: 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

9. Franklin Place Capital

Industry: Investment Banking

Location: 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

10. The Mendota Group

Industry: Investment Banking

Location: Wisconsin

Website: themendotagroup.com

Company Founded: 2000

Company Size: 1-10

The Mendota Group Contact Details

Name Title LinkedIn Phone Email
Nick Jackson Principal, The Mendota Group
Requires/Intent
Business Expansion
Blockchain For Secure Fund Transfers
AI-Powered Financial Modeling
AI
and more

11. Original Wisconsin Ducks

Industry: Investment Banking

Location: Wisconsin

Website: wisconsinducktours.com

Company Size: 51-200

Company Address: P/o Box 117, Wisconsin Dells, Wisconsin, United States

Original Wisconsin Ducks Contact Details

Name Title LinkedIn Phone Email
Quentin Clark-meyer Tour Guide
Tyler Bair Tour Driver
Garrett Birkett Duck Driver
Matt Oeftger Assistant Manager
Brad Wagner Welder And Mechanic
Luke Hilliard Tour Guide
Ryan Stroede Duck Driver
Requires/Intent and 1 more Employees
Financial Management
AI-Driven Asset Valuation
HR & Payroll Services
AI-Based Risk Analysis & Mitigation
Web Development
and more

12. Kruse Acquisitions Llc

Industry: Investment Banking

Location: Wisconsin

Website: kruseacquisitions.com

Company Size: 1-10

Kruse Acquisitions Llc Contact Details

Name Title LinkedIn Phone Email
Melissa Schwartz Powerpoint Designer
Elly Kruse Head Organization Development
Daniel Breunig Business Broker
Requires/Intent
AI-Based Fraud Detection & Prevention
Data Security
Market Research
Advertising
AI-Powered Financial Modeling
and more

13. Eisen Fox & Company Llc

Industry: Investment Banking

Location: 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

14. Emory & Co., Llc

Industry: Investment Banking

Location: 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

15. Northern Capital Management Ll

Industry: Investment Banking

Location: Wisconsin

Website: norcap.com

Company Size: 11-50

Company Address: 8000 Excelsior Drive, Madison, Wisconsin, United States

Northern Capital Management Ll Contact Details

Name Title LinkedIn Phone Email
Paul Perry Managing Director
Steve Hawk Managing Partner
Requires/Intent
Cybersecurity Solutions
AI-Powered Debt & Equity Structuring
and more

16. Vista Del Lago Homeowners Assn

Industry: Investment Banking

Location: Wisconsin

Company Size: 1-10

Company Address: P/o Box 803, Lake Geneva, Wisconsin, United States

Vista Del Lago Homeowners Assn Contact Details

Name Title LinkedIn Phone Email
Jody Panozzo Administrative Manager
Requires/Intent
AI-Based Predictive Analytics For Market Trends
Technology
HR & Payroll Services
Customer Relationship Management
Data Security
and more

17. Corporate Financial Advisors, Llc

Industry: Investment Banking

Location: 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

18. Anderson Roethle, Inc.

Industry: Investment Banking

Location: Wisconsin

Website: anderson-roethle.com

Company Size: 1-10

Anderson Roethle, Inc. Contact Details

Name Title LinkedIn Phone Email
Robert Whealon Managing Director
Requires/Intent
AI-Based Risk Analysis & Mitigation
Customer Relationship Management
and more
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Wisconsin Investment Banking Companies Contacts

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

Investment Banking companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Banking Companies in Alabama 58
2 Investment Banking Companies in Alaska 5
3 Investment Banking Companies in Arizona 63
4 Investment Banking Companies in Arkansas 290
5 Investment Banking Companies in California 629
6 Investment Banking Companies in Colorado 149
7 Investment Banking Companies in Connecticut 90
8 Investment Banking Companies in Florida 65
9 Investment Banking Companies in Georgia 90
10 Investment Banking Companies in Idaho 6
11 Investment Banking Companies in Illinois 417
12 Investment Banking Companies in Indiana 18
13 Investment Banking Companies in Iowa 8
14 Investment Banking Companies in Kansas 29
15 Investment Banking Companies in Kentucky 5
16 Investment Banking Companies in Louisiana 24
17 Investment Banking Companies in Maryland 107
18 Investment Banking Companies in Massachusetts 170
19 Investment Banking Companies in Michigan 24
20 Investment Banking Companies in Minnesota 225
21 Investment Banking Companies in Missouri 59
22 Investment Banking Companies in Nevada 13
23 Investment Banking Companies in New Hampshire 8
24 Investment Banking Companies in New Jersey 46
25 Investment Banking Companies in New Mexico 12
26 Investment Banking Companies in New York 6598
27 Investment Banking Companies in North Carolina 18
28 Investment Banking Companies in Ohio 181
29 Investment Banking Companies in Oklahoma 20
30 Investment Banking Companies in Oregon 41
31 Investment Banking Companies in Pennsylvania 48
32 Investment Banking Companies in Tennessee 132
33 Investment Banking Companies in Texas 43
34 Investment Banking Companies in Utah 40
35 Investment Banking Companies in Virginia 301
36 Investment Banking Companies in Washington 23
37 Investment Banking Companies in District Of Columbia 50

Investment Banking companies in different cities of Wisconsin

No. Cities Number of Contacts Download
1 Investment Banking Companies in Milwaukee 539