Address: 100 E. Wisconsin Ave. Suite 2400 Milwaukee, WI 53203
Website: www.clearygull.com
Year Founded: 1987
Product or Service offered: Cleary Gull is a privately held and employee-owned company with three divisions – Investment Banking, Wealth Management and Institutional Advisory. Our investment bankers provide advice on sales, mergers, acquisitions, the placing of private debt and equity capital, and other financial advisory services. The Wealth Management division provides comprehensive investment and financial planning services to airline pilots and high net worth individuals and families. Our Institutional Advisory professionals serve as strategic partners for non-profit clients in health care and senior living.
Projected 2013 Revenue: $16.5 million
Chairman and CEO: Michael J. Cleary
Target Clientele: Airline pilots, high net worth individuals and families, middle-market companies, not-for-profit health care and senior living organizations
Business organization memberships: LeadingAge Wisconsin, LeadingAge New York, Healthcare Financial Managers Association, Investment Management Consultants Association, CFA Society Milwaukee, CFA Institute, Fi360 Association for Corporate Growth, MMAC, Milwaukee Estate Planning Forum
What has fueled your company’s growth?: “Our Investment Banking division is experiencing very strong growth. The merger and acquisition market is very robust. Cleary Gull’s Investment Advisory business is growing due to a combination of new business and good investment results.”
What is the biggest obstacle to your company’s growth?: “Cleary Gull’s biggest obstacles are the competitive industry and excessive regulations.”
Do you plan any changes in your company in the upcoming months?: “We are currently in the final stages of implementing a new technology platform that will vault Cleary Gull into a new era of client service and reporting. The platform will improve our ability to manage our business units.”
What is the outlook for the business conditions of your industry over the next several months?: “The visibility of our Investment Banking business looks very strong heading into 2014. The outlook for Investment Advisory Business also look strong, but can be impacted by outside influences such as interest rates, Eurozone, China and government policies.”
What is your company’s most important growth strategy right now?: “Strengthening leadership practices and organizational capabilities, creating customer focused products and strategies, leveraging Cleary Gull’s new technology platform, and growing the core business while reaching out to new potential markets.”
