Who We Are
WP Advisory provides management consulting services to middle market companies. We are differentiated by our industry and client focus, the significant experience of our team members, and our boutique size. Our core services are focused around M&A and Performance Improvement.
•	M&A Consulting emphasizing transaction advisory, due diligence, merger integrations, exit readiness, and divestitures.
•	Performance Improvement emphasizing business transformation and change management, financial optimization, process improvement, and interim leadership.

Our Value
•	Focus: We are a small team of senior executives focused on helping middle market companies achieve performance goals and realize the maximum value from merger and acquisition activities on the buy and sell side. Our mission is to help you drive synergies, create value, and outperform.
•	Team: We are a team of executives who come from varied and diverse industries who have led our organizations through acquisitions, divestitures, and corporate transformation.
•	Size: Our boutique size gives you access to our leadership and the entire team. Our services are highly personalized and built on relationships.


Business Development

Consulting

Professional Services

Venture Capital

WP Advisory

David van Rossum

Dan Davis

John Harlow

Brian C. Winters

Luis Miniet

Daniel R. Davidson

WP Advisory

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