FAQ: Wipfli's Strategic Investment from New Mountain Capital

What is the main purpose of Wipfli’s partnership with New Mountain Capital?

The partnership aims to accelerate Wipfli’s growth, expand its investments in talent and technology, and fuel innovation to deepen its impact on clients and people.

Why is this investment significant for Wipfli?

This investment is significant as it provides Wipfli with more capital and confidence to expand and deliver greater value, while preserving its culture and independence.

How will New Mountain Capital’s investment impact Wipfli’s operations?

The investment will enable Wipfli to accelerate its growth, scale with purpose, and help more organizations reach their full potential through enhanced talent, technology, and acquisitions.

Who is involved in this strategic investment?

Wipfli, a leading accounting and advisory services firm, and New Mountain Capital, a growth-oriented investment firm with approximately $55 billion in assets under management, are the key parties involved.

What does Wipfli’s growth strategy entail?

Wipfli’s strategy includes balancing deep relationships with bold investments in people, technology, and services, resulting in significant growth and 34 acquisitions over the past decade.

How does Wipfli plan to use the investment from New Mountain Capital?

Wipfli plans to use the investment to expand its capabilities, invest in talent and technology, and pursue strategic acquisitions to further accelerate its growth.

What makes New Mountain Capital a suitable partner for Wipfli?

New Mountain Capital is known for its focus on business building and long-term value creation, with proven experience in scaling firms in the accounting sector, making it a suitable partner for Wipfli.

Will Wipfli remain independent after the investment?

Yes, following the closing of the transaction, Wipfli will remain majority-owned and partner-led, preserving its culture and independence.

What are the expected benefits of this partnership for Wipfli’s clients?

Clients can expect greater value through expanded services, enhanced technology, and innovative solutions as Wipfli accelerates its growth and investments.

How can I learn more about Wipfli and this investment?

For more information, you can visit Wipfli’s website at https://www.wipfli.com or New Mountain Capital’s website at https://www.newmountaincapital.com.