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2013
2012
December
Cleary Gull Inc. transaction awarded Corporate and Strategic Acquisition of the Year; Recognized as Finalist in Several Other Categories, Including Boutique Investment Bank and M&A Dealmaker of the Year
December
Cleary Gull Inc. Named Finalist for 12 M&A Advisor Awards, Including Boutique Investment Bank of the Year
November
Cleary Gull's Managing Director, Ron Miller, was featured in The Business Journal article discussing new business opportunities in the health care and energy sectors.
November
Cleary Gull was named by the National Association of Board certified Advisory Practices (NABCAP) as a Milwaukee Premier Wealth Advisor.
November
Cleary Gull Inc. Awarded "Deal of the Year" at Americas M&A Atlas Awards
October
Cleary Gull ranked # 7 on assets under advisement as of December 31, 2011 by The Business Journal.
September
Cleary Gull Publishes 3rd Quarter Market Monitor
August
Cleary Gull having big M&A year
August
Cleary Gull Inc. advises Hi-Tech Manufacturing, LLC, a portfolio company of Longview Capital Partners II, LLC, in its sale to May River Capital, LLC, in partnership with management, the Pohlad family, Yukon Capital Partners, L.P., and other co-investors
Also featured in BizTimes
July
Cleary Gull Inc. advises Royal Purple, Inc. in its sale to Calumet Specialty Products Partners, L.P.
July
Cleary Gull Inc. advises Dorner Mfg. Corp. in its recapitalization by management and Incline Equity Partners
June
Cleary Gull Publishes 2nd Quarter Market Monitor
June
Cleary Gull Celebrates 25th Anniversary
April
Cleary Gull Inc. advises LBC Acquisitions, LLC d/b/a Lee Brass Company in its sale to an affiliate of The Reserve Group
Also featured in BizTimes
April
Michael Peters, CFA, comments on wealth manager capabilities in BondEdge.
February
Cleary Gull Inc. advises PMT Industries, LLC in its sale to W.T. Walker Group, Inc.
February
HFMA and Cleary Gull announce speakers and topics for the 4th Annual CFO Forum on March 21, 2012
January
Cleary Gull Inc. advises Aviation Manufacturing Group, LLC d/b/a The Freeman Company in its sale to JLL Partners
2011
December
Cleary Gull Inc. advises DRT Holdings, Inc. in its acquisition of BNB Mfg. Co.
December
Brian Andrew, CFA, featured in JS Online, "Some Advisers Turn to Nontraditional Investments"
October
Cleary Gull Inc. advises Roll-Rite, LLC in its sale to Capital Partners, Argosy Capital and management
September
Ron Miller featured in BizTimes, "Buyers Outnumbers Sellers, Pentup demand drives increase in M&A activity"
September
Cleary Gull Advisors Inc. 2011 Senior Living Asset Allocation Study featured in Senior Living Business
August
Cleary Gull Inc. advises Lightning Pick Technologies in its sale to Matthews International Corporation
August
Cleary Gull Inc. advises Tosca Limited in its sale to Orchard Holdings Group, LLC
August
Cleary Gull Inc. advises IGC Technologies, LLC in its sale to Prince Minerals, Inc.
July
Cleary Gull Inc. advises Kennel-Aire, LLC in its sale to Petmate, a Wind Point Partners portfolio company
July
Steve Backus & Wendy Stojadinovic, CFA, featured in Senior Living Business in a Q&A on the subject of investing bond proceeds, which includes the importance of having an investment strategy and the best investment options available to borrowers
May
Cleary Gull Inc. advises Separators, Inc., a portfolio company of Monument Capital Partners, in its sale to a strategic buyer 
May
Cleary Gull Inc. advises DRT Holdings, Inc. in its acquisition of AeroMed, Inc.
April
The M&A Advisor announces Cleary Gull as a finalist for their 6th Annual Financing Awards in the "Acquisition Financing Deal of the Year" category for its representation of Weyco Group, Inc.
March
Cleary Gull Inc. advises Weyco Group, Inc. in its acquisition of The Combs Company
March
The Wisconsin Committee for Employer Support of the Guard and Reserve (ESGR), an agency of the Department of Defense, honored Cleary Gull with a Patriot Award.
March
Brian Andrew, CFA, joins Cleary Gull as Chief Investment Officer
February
Stephanie Chedid is elected to the board of directors for the United Way of Greater Milwaukee, featured in BizTimes 
January
MBO Cleary Advisors Inc. Adopts Cleary Gull Name
January
Ron Miller featured in BizTimes, "Mergers & Acquisitions: Bouncing Back"
2010
December
Cleary Gull Inc. advises Annett Holdings, Inc. on senior credit facilities
December
Cleary Gull Inc. advises L.B. White Company, Inc. in its acquisition by management and a private investor
December
"Wisconsin Corporate Growth Professionals Optimistic; More Deals, More Hiring, Better Economy Predicted for 2011"
December
Jeff Nelson, MBO Cleary Adivisors Inc., featured in Milwaukee Journal Sentinel, "Experts Not Quite Sold on Economy"
October
Ryan Olsta, Cleary Gull Inc., featured in BizTimes, "Cleary Gull Helps Management, Two PE Firms Acquire Shawano Foundry"
October
Ryan Olsta, Cleary Gull Inc., featured in Foundry Management & Technology, "Aarowcast Bought by Private Investors"
October
David Carroll, Cleary Gull Inc., featured in BizTimes, "Bond Market in Flux"
September
Cleary Gull Inc. advises on Aarrowcast, Inc. sale
September
Ron Miller, Cleary Gull Inc., featured in GF Data Resources, "Deal Size Matters in 2010"
August
Cleary Gull Inc. advises World Data Products, Inc. in its sale to Prospect Partners, LLC and Management
August
Daniel Thome joins Cleary Gull Inc. as Managing Director
August
Featured in The Business Journal of Milwaukee "Cleary Gull to Open Appleton Office"
July
Ron Miller, Cleary Gull Inc., featured in BizTimes, "M&A Activity to Remain Strong Through Rest of 2010"
July
Jeff Nelson, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Some Funds Help Investors Roll With Uncertainty"
June
Joseph Hickey, CFA, Cleary Gull Inc., featured in BizTimes, "Gold Rush Investors Flock to Inflation Hedge"
May
Ron Miller, Cleary Gull Inc., featured in BizTimes, "Wisconsin Dealmakers More Optimistic About M&A Market"
May
Ron Miller, Cleary Gull Inc., featured in Milwaukee Journal Sentinel, "Mason Wells Raises $525 Million For New Fund"
May
Jeff Nelson, CFA, MBO Cleary Adivsors Inc., featured in Milwaukee Journal Sentinel "European Rescue Plan Gives U.S. Stocks Biggest Jump of Year
May
Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Markets Slide Into Correction; Europe Worries Cloud Recovery"
May
Charles Batchelor, CFA, MBO Cleary Advisors Inc., featured in BizTimes, "On The Money: Deflation Now, Inflation Later?
April
Joseph Hickey, CFA, Cleary Gull Inc., featured in The Business Journal of Milwaukee, "Market Recovery Pushes Up Southeast Wisconsin Stocks"
April
Maureen Busby Oster, CFA, MBO Cleary Adivosrs Inc., featured in The Business Journal of Milwaukee, "Mutual Funds Post Major Recovery Over Past Year"
March
Ron Miller, Cleary Gull Inc., featured in Private Equity Professional Digest, "Middle Market Deal Volume Creeping Upward"
March
Small Business Commerce Association selects MBO Cleary Advisors Inc. for "2009 Best of Business Award"
March
Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Stocks Roar Back, But Economy Has Far to Go"
February
Ron Miller, Cleary Gull Inc., featured in Milwaukee Journal Sentinel, "Students Learning the Art of the Deal"
February
Jeff Nelson, CFA,  MBO Cleary Advisors Inc., featured in Milwaukee Journal Sentinel, "Stocks Tumble on Worries About Jobs, European Debt"
January
Ron Miller, Cleary Gull Inc., featured in BizTimes, "ACG Cup Tests Future M&A Dealmakers"
2009
December
Ron Miller, Cleary Gull Inc., featured in The Business Journal of Milwaukee, "Poll: Wisconsin M&A activity to grow in 2010"
November
Cleary Gull Inc. advises Ward Adhesives, Inc., in its sale to Ellipse Capital
September
Ronald Miller elected President of the Wisconsin Chapter of the Association for Corporate Growth (ACG)
July
Nicholas Bauer, CFA, MBO Cleary Advisors Inc., featured in The Business Journal of Milwaukee, "Saint John's Hopes to Begin Project in 2009"
June
As featured in July's issue of Milwaukee Magazine, "Cleary Gull Inc. is pleased to announce that six members of the firm were recently awarded as FIVE STAR: Best in Client Satisfaction Wealth Managers for 2009"
May
Nicholas Bauer, CFA, MBO Cleary Advisors Inc., and Joseph Hickey, CFA, Cleary Gull Inc., present "Managing Your Investment Portfolio in a Balance Sheet Context" at the 2009 Michigan HFMA Spring Conference 
January
Cleary Gull Inc. featured in The Milwaukee Business Journal, "Cary Francis buys competitor"
January
Ron Miller, Cleary Gull Inc., featured in Biz Times "Chilly M&A Market: Most Deals Involve Distressed Firms"
January
Maureen Busby Oster, CFA, MBO Cleary Advisors Inc., featured in The Milwaukee Journal Sentinel, "Investment Trends Corporate bonds are paying well" 
January
Jeff Nelson, CFA, MBO Cleary Advisors Inc., featured in The Milwaukee Journal Sentinel, "Are Stocks Low Enough to Finally Buy?"
January
Stephanie Chedid, AIF, MBO Cleary Advisors Inc., featured in The Milwaukee Journal Sentinel, "MBO Cleary Launches Health Care Division" 
January
Cleary Gull Inc. featured in Small Business Times, "Special Division Provides Spark for Cleary Gull"
2008
2007