Access to Capital Directory

Published February 23, 2015

Bridgewood Advisors Inc.

126 N. Jefferson St., Suite 330

Milwaukee, WI 53202

Key Contact:

Doug Marconnet
Robert Jansen

Phone: (414) 434-7510

Fax: (414) 434-7520

Year Founded: 2011

General Business Description: Bridgewood focuses on M&A advisory services, including strategic acquisition searches, selling privately held businesses, and corporate divestitures.

Two most common transaction sizes:

$10 mil - $19.9 mil

$20 mil - $39.9 mil

Top three industries in which transactions have been conducted:


Business Services


Access to Capital Services : Acquisition Review
Exit Strategy
Financial Analysis
Growth Strategy
Offering Materials
Prepare Company for Sale
Private Equity Acquisition
Strategic Acquisition
Transaction Marketing
Transaction Strategy

Banks/Credit Unions

Investment Banking & M&A Firms

Percentage of transactions, buy vs. sell: 50% buy, 50% sell

Private Equity Groups

Accounting, Legal & Valuation Firms

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