Stax Advises New Mountain Capital on its Strategic Investment in Wipfli, Leading Advisory and Accounting Firm​

Stax Advises New Mountain Capital on its Strategic Investment in Wipfli, Leading Advisory and Accounting Firm​

August 4, 2025
August 4, 2025

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Stax congratulates New Mountain Capital on its strategic investment in Wipfli, a leading middle market provider of accounting, tax and advisory services. We are proud to have supported New Mountain Capital with our investment advisory services in this successful transaction.

Wipfli is a national accounting, tax, and advisory firm serving the middle market. Over the past decade, the firm has grown significantly, tripling in size, completing 30+ acquisitions, and reaching more than $600 million in annual revenue. Wipfli has steadily broadened its capabilities to address the increasingly complex needs of mid‑market organizations, with advisory services now representing nearly half of its overall revenue. This evolution reflects the firm’s long‑standing focus on combining technical expertise with practical insights to help clients navigate growth, transformation, and operational challenges.

Contact the Stax team to learn more:

New Mountain Capital logo
New Mountain Capital logo
Wipfli logo
Wipfli logo
New Mountain Capital logo
Wipfli logo
Image of Tyler Veit

Tyler Veit

Managing Director

Image of Sagar Bansal

Sagar Bansal

Director

Image of Jordan Abrams

Jordan Abrams

Senior Manager

Position

About Stax

Stax is a global management consulting firm serving corporate and private equity clients across a broad range of industries including software/technology, industrials, business and information services, healthcare and HCIT, consumer, and tradeshows and events. 

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