Cleary Gull

Cleary Gull is an employee-owned private company founded in 1987 that operates through three specialized operating divisions: Investment Banking, Investment Management Services, and Institutional Advisory. Cleary Gull's Investment Banking core ideology is "A firm belief in the entrepreneurial spirit."

Cleary Gull's Investment Banking practice focuses on mergers and acquisitions and raising capital for $10 to $200 million privately held and small-cap public companies. Our team has completed over 120 transactions representing over $6 billion in transaction value. Cleary Gull's Investment Management Services practice utilizes independent, proprietary research to provide "manager of manager" investment advisory solutions through separately managed accounts and investment consulting services. We are an advisor for high net worth and institutional accounts holding over $4.5 billion in client assets.

Cleary Gull is a FINRA-registered broker dealer, an SEC-registered investment advisor and a member of SPIC.

Core Services

  • Mergers, acquisitions and divestitures
  • Private placement of equity and debt capital
  • Public to private transactions
  • Restructurings and recapitalizations
  • Special situations
  • Fairness opinions and valuations


Cleary Gull
100 E. Wisconsin Ave., 24th Floor
Milwaukee, WI 53202
Tel: +1 414-291-4500
Fax: +1 414-291-4558