Strategic M&A Advisory

I've worked with a lot of advisory firms during my career and Tullius Partners has unparalleled financial acumen. I was impressed with the level of integrity and honesty with which their entire team conducted themselves. They took a long-term strategic view and helped me achieve the best possible outcome. Unquestionably, I obtained a better price and better terms than I would have on my own.

Tullius Partners has been an integral part of my company’s ability to achieve the goals of my strategic plan. They have been professional, thorough, honest, and driven, throughout the whole process. Being the industry expert they brought credibility and comfort to all parties, especially the banks. I could never have achieved these results without their expertise. Tullius Partners has become my company’s most trusted advisors.

I feel I was professionally and honestly advised by Tullius Partners.  They got me to my destination via the best and fastest route possible.  They offer excellent advice to both prepare a business for sale and take it to market.

Tullius Partners not only found the right buyer for our company, their team worked diligently with us through all facets of the transaction to a successful outcome. Due to their significant involvement, we were able to focus on day-to-day business, while they interacted with potential buyers on our behalf. They helped us realize goals that may have otherwise not been possible.

Having Tullius Partners there to help us through some of the challenging business issues which arose during the due diligence and documentation was highly beneficial. I appreciated their professional approach to this transaction and the issues we faced during the process.

Tullius guided us through the sale process from the development of supporting financial information to establishing a 'market correct' sale price.  Their attention to detail is unsurpassed.  Simply stated, we couldn't have realized the selling price for our business without them.

We found Tullius' services to be very professional and they brought tremendous knowledge of the process of selling a business.  We were also impressed with the attention to detail and how much time they spent understanding how our business operates.  The scrutiny of the financials, contracts, and staffing was impressive and benefited us as well as the buyer. I can't even imagine how long the process would have taken without Tullius' support or if it would have been finalized at all.

We found Tullius to be valuable consultants, honest and knowledgeable. I believe the biggest asset they brought to the table was creditability (sic).  Although there are many good companies performing such services, my experience with Tullius Partners was a successful one which I enjoyed.

We selected Tullius as a result of our previous experience with them and the leadership and assistance they provided as we developed our strategic plan. We were not disappointed with their continuing services and I believe it would have been very difficult if not impossible for us to complete this transaction on our own.

Our decision to utilize the services of Tullius Partners has been completely and fully justified by the professional expertise of the firm, which helped immensely in structuring the information in the appropriate manner to approach the market. I fully endorse and recommend Tullius Partners. Their personal integrity and professionalism are first-class.

Tullius provided valuable leadership and confidentiality during our sale process. They have insight into the current marketplace are plugged into the industry players and provide the steady hand and rational thinking that such an important transaction requires. I cannot imagine going through the sale process without their assistance.

My partners and I couldn't imagine going through this process without the expertise, guidance, and support that Tullius Partners provided.  We had peace of mind knowing that Tullius Partners knew how to value and approach the principles of an acquisition and we continue to utilize their services as financial advisors as they help us create the road map with benchmarks to sustain and grow our national footprint.

When we first began to seriously consider an exit strategy, Tullius emphasized the importance of planning far ahead to ensure that we positioned the business to adequately capture all of its value. That led us to retain Tullius Partners well in advance of our sale. And now in hindsight, I can say that the board and I consider that among the best strategic decisions we made.

At Suntory we have many capable and experienced merger & acquisition people on staff. That said, we chose to engage Tullius Partners to facilitate this sale because of the type of relationship they have developed with buyers and investors, and more importantly, the credibility that they have generated from these same sources. Tullius has become a significant force within the industry, and we are pleased we were the beneficiary of that.

We selected Tullius Partners because of their strong reputation, professionalism, and knowledge of the industry. Through them, I met many industry leaders and gained a better understanding of how to prepare my company for a transition into retirement. The transaction results exceeded my initial expectations. Additionally, the follow up guidance one year after the sale, to achieve the earnout was invaluable. I could not have accomplished any of this without there assistance and guidance.