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Wipfli Secures Strategic Investment from New Mountain Capital
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Subscribe06 AUG 2025 / SERVICES UPDATES
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Private equity firm New Mountain Capital has made a minority investment in Wipfli, an accounting and business consulting firm, to expedite its national growth. The partnered funds will bolster talent, technology, and advisory innovation, keeping in mind Wipfli's employee-centric approach; this collaboration aligns with New Mountain's third CPA firm investment pattern after Citrin Cooperman and Grant Thornton.
Wipfli has secured a minority investment from private equity firm New Mountain Capital, marking a significant move to accelerate its national growth strategy. The partnership will fund deeper investments in talent, technology, and advisory innovation while preserving the firm’s people-first culture.
MP Kurt Gresens emphasized that the investment will build on Wipfli’s strong growth trajectory and client-centered values. Chief practice officer Kelly Fisher said the firm was deliberate in choosing a partner aligned with its “approachable style” and culture.
New Mountain’s managing director, Andre Moura, cited the sector’s long-term growth prospects and reaffirmed a commitment to service quality and employee development. This marks New Mountain’s third major CPA firm investment, following Citrin Cooperman and Grant Thornton.
Industry advisor Allan Koltin called the deal a win for both sides, crediting Wipfli’s culture and client-centric innovation as key factors behind its national rise from a small Wisconsin firm to a Top 20 powerhouse.
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