Services

Our primary objective at Tullius Partners is to create, enhance and maximize the value of our clients’ businesses. In doing that, we develop a clear understanding of our clients’ value objectives and subsequently chart the strategic course that is most consistent with reaching those objectives. That course can include strategic planning, financial advisory, raising financing, recapitalization, acquisition, merger and/or the sale of the company, all of which we have the expertise to facilitate.

Merger & Acquisition

The purchase or sale of a business is a complex and sensitive process, and relationship is key.  We work to understand the issues that are relevant to our clients, and simultaneously maintain strong, credible relationships with the capital resources specific to that space.  We expertly manage the process in order to ensure a successful and rewarding transaction for all.

Capital Raise

Finding the appropriate amount of capital and the right financing vehicle are vital for a company’s sustainability.  We bring over 80 years of experience and industry relationships to help our clients secure a compatible match whether to finance growth or refinance existing obligations.

Strategic Planning

While all owners want to increase business value, it can be difficult to know where to start.  We strive to learn our client’s personal and financial objectives, and identify the strategic options most complementary.  We then develop the action plan that charts the most efficient course for our clients to reach their goals.

Succession Planning

As an owner, choosing the next leader of the company from within the company, whether family or other, requires a significant amount of planning.  As an option to exit the business, the best successions are the ones that have been thoughtfully prepared.  We work to leverage our client’s personal goals to capture business value with the company’s legacy and the next generation’s ability.    

Financial Advisory

Growing business value is a dynamic and often challenging process. We understand this and advise our clients throughout this process on financial analysis, cost-benefit analysis, market valuations, and fairness opinions. By providing this independent and objective evaluation our clients can make decisions that ultimately determine the viability and long-term success of their organization.

Valuation

Before starting any endeavor, it is critical to know where you are starting from.  We provide valuation guidance, fairness opinions, and valuation reports that enable us and our clients to understand what current market conditions and other relevant factors suggest the market value of a business will be at any given time.  With a proper valuation, we can then chart how best to proceed.   

Industry Expertise

We utilize our multi-industry expertise and relationships, alongside detailed research skills, for the benefit of our clients. Our patterned approach and financial proficiency allows us to regularly work in new industries. Presently, the firm is most active in the following industires:

Facilities Services

  • Commercial, Institutional, Industrial, and Medical Contract Maintenance
  • Mechanical, Electrical, and HVAC Contract Maintenance
  • Carpet, Upholstery, and Window Cleaning
  • Construction Clean-up Services
  • Residential Cleaning

Healthcare Administration / Revenue Cycle Management

  • Outsourced Management, Services, and Communications
  • Payment System Solutions
  • Revenue Management, Billing, Reimbursement and Recovery Services
  • Supplies and Equipment

Business to Business Services

  • Recurring Revenue Streams
  • Middle-Market in Multiple Industries

Manufacturing & Distribution

  • Mechanical Transformation into Product for Distribution or Sale
  • Middle-Market with Significant Barriers to Entry

Client Testimonials

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.

Tim Rupard, CEO - Groupe Services France, Inc.

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.

Scott Kaeser, Vice President - Corporate Development, United American Security, LLC

We chose Tullius Partners because of their demonstrated expertise in the facilities services industry as well as our comfort with them. Our deal was complex and required tremendous perseverance and ingenuity to complete. As part of our team, Tullius brought these traits to the table.

Philip Caprio, Jr., CEO - TMC Services

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.

Rick Puckett, Vice President & Secretary - Suntory Water Group

Cavalier Services engaged Tullius to find a suitable partner for a merger or sale. They were professional and diligent in their duties and found a partner for us that was the right fit. During the entire process, they were engaged, discrete, and prepared to execute the task we had given them. They know our industry and used that knowledge to our benefit.

Kevin Rohan, CEO - Cavalier Services, Inc.

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.

Jim Robinson, President and CEO - SCI Floor Covering Inc.

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.

Jim Peduto, CEO - Matrix Integrated Facility Management

I believe [Tullius Partners] are a group of integrity and provide the best transparency they can for their clients while maintaining solid relationships with potential buyers.

Kelly Foster, Co-owner - Cascadian Building Maintenance, LTD

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.

Lee Molina, Owner - Beneficial Maintenance Services, Inc.

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.

Steve J. Guy, Executive Vice President & COO - Oxford Development Company

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