Access to Capital Directory

Published February 18, 2013

Wipfli LLP

10000 Innovation Dr., Suite 250

Milwaukee, WI 53226

www.wipfli.com

Key Contact:

Dale Muehl
Bob Cottingham

Phone: (414) 431-9300

Fax: N/A

Year Founded: 1930

General Business Description: Leading accounting/consulting firm with senior professionals dedicated to providing insight and advice on transactions to public/private companies.

Two most common transaction sizes:

$20 mil - $39.9 mil

$10 mil - $19.9 mil

Top three industries in which transactions have been conducted:

Manufacturing

Business Services

Miscellaneous

Access to Capital Services : Acquisition Agreement
Acquisition Review
Buy/Sell Agreements
Capital Acquisition
Closing
Confidentiality Agreements
Due Diligence
Exit Strategy
Financial Analysis
Financing
General Consulting
Growth Strategy
Letter of Intent
Management Buyout
Negotiation
Offering Materials
Prepare Company for Sale
Pricing
Private Equity Acquisition
Recapitalization
Revolving Credit Facilities
Strategic Acquisition
Strategic Investment
Transaction Marketing
Transaction Review
Transaction Strategy
Valuation

Banks/Credit Unions

Investment Banking & M&A Firms

Number of investment bankers on staff: 15 to 19

Total number of transactions closed in past 18 months: 3 to 7

Percentage of transactions, buy vs. sell: 20% buy, 80% sell

Current transactions under Letter of Intent: Under 2

Private Equity Groups

Accounting, Legal & Valuation Firms

Number of M&A specialists on staff: 15 to 19

Number of transactions in the past 18 months: 13 to 17

Total value of transactions in the past 18 months: $25 mil - $74 mil

Other Organizations: Social Services/ Nonprofits, Government Programs. Venture Capital, Leasing & Real Estate Companies