Corey Vanderpoel
MBA
Managing Director & Founder
P: 414.465.5607
Expertise
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Executing mergers & acquisitions
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Sell-side & buy-side strategy
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Business growth & value planning
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Financial analysis & valuation
Corey has nearly 20 years of experience building growth and value through mergers and acquisitions, recapitalizations, and company sales. His extensive experience includes preparing companies for sale and creating value prior to a sale, developing sell-side and buy-side strategies and marketing processes, contacting potential targets, executing auction processes, and negotiating transaction terms.
Corey diligently works with his clients to understand their specific objectives. He then develops and executes M&A strategies to best accomplish these objectives while protecting the interests and confidentiality of the respective companies. Corey recognizes that each client and project is unique and devotes the appropriate time to discuss options along with the advantages and disadvantages of both.
Corey has led projects across many countries, including the United States, Canada, China, India, United Kingdom, Italy, and Germany.
Education
- Marquette University, MBA, Finance
- University of Wisconsin–Oshkosh, BBA, Finance/MIS
- Licensed Securities Representative (Series 63, 79, and 82)
Community Involvement
- PSB Holdings, Inc. & Peoples State Bank, Board of Directors
- Association for Corporate Growth (ACG), Member
- University of Wisconsin–Oshkosh Alumni Association, Board of Directors (Past)
Awards
- Outstanding Young Alumni Award, University of Wisconsin–Oshkosh
- 40 Under Forty Recipient, National Association of Certified Valuators & Analysts