Louisville, KY – (October 27, 2022) – The Oliver Group today announced a transaction that will result in their team joining Wipfli LLP, a top 20 accounting and advisory firm.

The two firms bring decades of experience and capabilities in developing leaders and teams through strategy, development, coaching and recruitment. The Oliver Group enhances Wipfli’s organizational performance offerings and expands its client footprint, while Oliver Group’s clients will have access to Wipfli’s broad suite of professional services.

“Being an effective leader is a work in process. Through analysis, coaching, training and recruiting, we’ve been helping clients revolutionize the way they develop people,” said Jennifer Mackin, the Oliver Group’s CEO. “Wipfli shares that same passion. We’re excited for our teams to combine their efforts and help transform even more businesses.”

Jeff Wulf, head of Wipfli’s organizational develop team, agrees. “Increasingly, executives in growing companies don’t just need tasks done,” Wulf said. “They need a partner who will work hand-in-hand with them to develop a culture of great leadership, collaboration and innovation. Both Wipfli and Oliver Group have been dedicated to building deep relationships with our clients to help them achieve their goals.”

Together, the combined firms will have one of the largest Predictive Index® practices in the U.S.

“Predictive Index is a powerful tool that relies on data to measure what motivates and drives people so we can help clients drive tangible change through optimized teams,” said Thomas Bradley Cox, Oliver Group’s president. “Now, with Wipfli, we can offer even more workshops while providing our clients with more core and business solutions.”

“We are excited to welcome Oliver Group to Wipfli,” said Kurt Gresens, Wipfli’s managing partner. “By adding their skilled team to our growing capabilities, we can better help business leaders be prepared to tackle the opportunities and challenges of a rapidly evolving environment.”

A shared culture focused on client impact, associate development and social responsibility was also a driver in the decision. Both firms are deeply committed to diversity, equity and inclusion and back up their beliefs with benefits, such scholarships for under-represented groups and supporting associates’ commitment to volunteering in their communities.

Similar to the Oliver Group, Wipfli, provides industry-specific solutions for clients in the healthcare, nonprofit, financial services and manufacturing industries. Wipfli also serves the construction, real estate, education, government, insurance and tribal industries.

The move will expand opportunities for Oliver Group’s clients to receive integrated solutions to optimize their finances, transform digital operations, drive decisions with data and analytics and meet compliance regulations.

The deal, which is set to close on Oct. 31, will add more than 20 associates and more than 280 clients to Wipfli, which is headquartered in Milwaukee.

Media Contact

Wipfli
Sara Snyder
Wipfli
Sara.snyder@wipfli.com