Wipfli
Manager
Fund |
Fund manager
Co-invested company
sector
Services
regional split
North America
vintage
status
Portfolio
category
A must
New Mountain Strategic Equity Fund II
New Mountain Capital

Wipfli

Co-invested company
A national leader in consulting and accounting dedicated to the performance of middle-market companies.
Wipfli is a leading multidisciplinary firm offering integrated solutions in audit, tax, management consulting, and technology. Drawing on nearly a century of expertise, the company helps mid-sized organizations navigate regulatory complexity and accelerate their digital transformation.

Wipfli key figures

45
offices on 2 continents
612 M$
revenue in 2025
3200
people
59000
customers
Data as at
25/3/26
*Source: Public data from companies’ websites and social media accounts. For more up-to-date information, we invite our investors to view the report made available on their space.

The fpci The Altaroc Odyssey private equity fund is no longer accepting new investments.

About Wipfli

Founded in 1930 by Clarence Wipfli in Wausau, Wisconsin, the firm has expanded rapidly to become a national powerhouse. Now based in Milwaukee, Wipfli has distinguished itself through a strategy of sustained external growth, completing more than 34 acquisitions over the past decade. In 2025, the company reached a major strategic milestone when it received an investment from New Mountain Capital.

With annual revenue exceeding $612 million (up 3.8% over fiscal year 2025), Wipfli ranks among the top 20 largest CPA firms in the United States. The company employs more than 3,200 people in over 50 offices across the United States, as well as in India and the Philippines. Wipfli serves more than 59,000 clients in a variety of industries, including healthcare, finance, manufacturing, and government. Its references and partners include high-level technology collaborations with Microsoft (Power Platform), Sage Intacct, and Qlik, as well as major clients such as the Health Sciences Centre.

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