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.
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.
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.
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.
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.
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.
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:
- 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
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.
Jay Vonachen, CEO - Vonachen Services, Inc.
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.
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
Tullius Partners was instrumental in preparing my company for a positive reception amongst potential buyers. Their advice and coaching was invaluable. They urged patience when necessary…and helped me decide to move forward when the time was right... They further earned their fee by managing every possible detail, clearing ambiguities, smoothing over some rough edges, and certainly allowing for me good nights of sleep rather than insomnia.
Clarke Keenan, President - Waltham Services, Inc.
We chose Tullius because we knew they specialized in the type of transaction we were contemplating and we believed they had the best view of the marketplace. It was a pleasure dealing with Tullius during the course of the proceedings which were made smoother by their involvement.
Stuart R. Ross, CFO - Clearly Canadian Beverage Corporation
It was a pleasure to work with Tullius Partners. They were always professional and pleasant throughout this long process. They have the background and experience to bring the right buyers to the table. Once the buyer was found they helped tremendously with the sale from beginning to end.
Janis Graham-Jones, Owner - Berkshire Springs, Inc.
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.
Elly Snow & Jim Walker, Owners - Seattle Operating Support, LLC
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…
Brad Rolph, President - Specialty Medical Equipment, LLC.
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.
G. Jean Davis, President - UniBar Services, Inc.
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