Cleary Gull Holdings is an employee-owned company that has been operational for more than 20 years. The company provides a wide range of services through its investment banking and investment management divisions. Its investment banking division serves industrial products and manufacturing companies and consumer markets. The division advises clients on various issues, including exclusive sales, private debt and equity capital and other transactions. Cleary Gull offers investment planning and ongoing portfolio management services for high net worth individuals. Additionally, it provides services to help companies with mergers and acquisitions and offers stock option services. It has an electronic data center that provides due diligence information for the client. Cleary Gull Holdings is located in Milwaukee.