Wisconsin investment banks can partner with your business to help sell your company or build its capital if you're ready to expand. An investment bank can do this 1 of 2 ways. The first is by selling stocks through an initial public offering (IPO) or secondary offering. Or, a Wisconsin investment bank can raise money through private placements, through the purchase or sale of corporate securities.

Investment banks in Wisconsin also provide consultation services on a wide range of financial transactions. Because they'll play such a large role in your company's future, you should take your time when choosing an investment banker in Wisconsin. Your decision will undoubtedly determine the fiscal success of your company.

When it comes to selecting investment banking in Wisconsin, here are a few things to keep in mind:

1. Know some investment banking jargon to get the most out of an interview with prospective investment bankers.

2. Whomever does your investment banking in Wisconsin now should be able to grow with your company in the future.

3. An investment bank in Wisconsin should be confident in its ability to raise money through an IPO.

Action Steps
The best contacts and resources to help you get it done

Choose from Wisconsin investment bankers you can talk to

A positive relationship with your Wisconsin investment banker is based on trust and open communication. Trust takes time to build, but good communication should start right away. You need to feel comfortable asking questions about a proposal, and offering suggestions that could benefit your business.

I recommend: Kent Group specializes in assisting financial advisory services to agribusiness, food and related companies. Einhorn Associates Inc. provides merger and acquisition advisory services to the specialty chemical industry.

Partner with investment banking firms in Wisconsin that can grow with you

When you choose from Wisconsin investment bankers, you're doing so for the longterm. Therefore, make sure that the products and services they offer accommodate your present and future needs. You don't want to build rapport with a investment banking firm in Wisconsin, only leave it once your business starts to grow.

I recommend: Grace Matthews and Cleary Gull are both middle market, Wisconsin-based investment companies that offer business owners a broad range of investment banking options.

Find out which investment banks in Wisconsin offer online access

The ability to access your account online could come in handy if you travel a lot, or if you need to check your account at odd hours. Ask prospective Wisconsin investment banks if they offer this resource. Check and see which online tools they offer to make their service more convenient and appealing.

I recommend: Baird and Ziegler both offer the convenience of online investment banking services to their customers.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  When you choose from Wisconsin investment banks, make sure you pick one that possesses extensive industry knowledge. The right information could give you the edge over your competitors.