Welcome Financial Advisors,
You’ve Come to the Right Place.
The Bank of Kaukauna specializes in all facets of supporting financial advisory businesses, specifically merger and acquisition of financial advisory businesses. We work closely with you to understand your needs and structure financing to help accomplish your financial objectives.
Operate Your Business Effectively from Start-to-Finish
Because we understand your business, we can serve as your bank for M&A and refinancing as well as traditional business banking.
- Leverage Buyouts
- Phased Buyout/Buy-in
- Merger and Acquisition
- Success Planning (during the entire operation cycle)
- Refinancing or Restructuring of Existing Debt
- Cashflow Management
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“The Bank of Kaukauna gave us one-on-one support and our M&A transaction ended up better than we thought possible.”
-RIA firm $400 million AUM
Your experienced investment advisory lending team.
We offer customized financing solutions to help you through the financing options for your financial advisory firm. Our WI-based team of industry specialists brings you a long-standing history, having been actively involved in lending and consulting in this space for over 20 years.
We’ve provided lending and refinancing services to advisory firms ranging in all sizes and completed over $35 million in transactions in 2022.
Committed to your firm’s success.
Our team is experienced, local, and confident that we’ll bring the financing options you need to achieve your financial objectives. Additionally, we can be a support person and a sounding board for your challenges and concerns. Our team specializes in all facets of supporting financial advisory businesses.
The Bank of Kaukauna
“We’re going to be there for you. Truly driven to help you make your business better. Help you navigate and take care of you on the banking side.”
– Jeff Van Ekeren
Vice President of Commercial Banking
Accomplish Your Financial Objectives
Bank of Kaukauna offers competitive rates and terms, delivered in a customer friendly process only a Community Bank can offer. We offer commercial real estate loans across Wisconsin for investment or owner occupied purposes. Bank of Kaukauna also is a skilled commercial construction lender and can provide a great experience in the area of new construction. Contact our team to discuss your real estate investment, and competitive rates and terms.
A line of credit can be a key tool in managing growth and cash flow and the Bank of Kaukauna can meet that need with regular working capital lines to manage inventory and accounts receivable. We’ve helped businesses address the following situations with a business line of credit.
- Short term funding for operational expenses such as inventory or payroll
- Take advantage of a supplier’s limited-time offer, bulk discount on materials
- Cash flow during seasonal slowdowns
- Build business credit
Bank of Kaukauna provides fixed rate or floating rate financing for the purchase or refinance of fixed assets, such as machinery, vehicles or other equipment assest. Our credit process is local and streamlined, with all aspects of credit handled in our single location.
Get secure and reliable payment processing tools through our merchant services. You will be able to better manage your cash flow from the get-go.
Awards and Recognition
The Bank of Kaukauna values our community, our customers and is committed to providing quality service with the best overall value in banking services. There are a lot of great competitors, and we feel honored to be recognized in the community and within the industry.
#1 Wisconsin SBA Lender 2021
For most loans approved with bank asset size $100 million - $200 million
#1 Wisconsin SBA Lender 2021
For most Veteran 7(a) loans approve
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We know how stressful acquiring or expanding an advisory practice can be, and we’re ready to deliver a comfortable and fast experience that helps you achieve your goals.
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