Strategic M&A Advisory

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.

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.

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.

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.

I found Tullius Partners the ideal firm to provide their unique problem-solving skills to a very precarious situation. The staff provided me with guidance, insight, and immeasurable patience. I feel certain that without the support and integrity Tullius provided we would not have received the maximum value we ultimately were able to achieve.

It was very beneficial for us to work with an advisor who had been down this road before. They were very helpful as we navigated through the lengthy closing process. We couldn’t have done it without them! I would highly recommend Tullius Partners to anyone looking for help in selling their business.

Tullius more than earned their well-deserved fee with their knowledge, expertise, & relationships with prospective buyers that translated into getting the best deal for my business. They helped make me aware of potential issues in advance & make plans accordingly that kept me from making costly errors in selling my company

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.

Tullius Partners brought a consortium of legitimate suitors to the table...Having received multiple offers, [we] felt satisfied that we were receiving the maximum value for our company. [Tullius'] honest approach and counsel..gave us the confidence that they were truly looking out for our best interest…

It was a pleasure working with the entire Tullius Partners team. The transaction was well coordinated and went surprisingly smoothly, especially given the large size of the seller's organization.  It is clear that the personal service and attention to detail are what significantly separates Tullius Partners from its competition. Tullius were strong advocates for their clients (the seller in this case), while also appreciating the needs of the buyer.  Their expertise, vision, and wisdom were critical to actually getting the deal done.

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.

Tullius' efforts and insight were key elements in the successful closing of the deal. We have many people, both internally and as advisors to GSF, that has merger & acquisition know-how. Yet, I don’t believe this transaction would have happened without the involvement of Tullius Partners as part of our team.

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.

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.