 | “The team at Bulkley Capital spent a considerable amount of time learning about our business; what we did, who our distributors were, what channels we sold through, etc., before they ever tried to give us their thoughts on our available options. Everyone there took such a genuine approach to try and help us, and once we decided that we might want to look into harvesting the equity out of our business, they really tried to find a good fit for us. We had assembled a very close-knit team here and likewise, I think they cared a lot about the family atmosphere we had created. It wasn’t a situation where we were looking for the highest bidder. We were very concerned and cognizant of putting our people in a really good place. The company Bulkley Capital delivered shared a real parallel with our culture and business philosophy – their core values and the integrity that they displayed. I thought Bulkley Capital was very sincere and effective in their approach, and I don’t know that we could have had as good an outcome without their help.” - Jeff Cade, President and Principal, Moulding Associates, Inc |
 | “The company we wanted to purchase was a private entity. Because of Bulkley Capital’s extensive experience with privately-owned businesses, they were able to help us better understand the nuances of that type of relationship. And that turned out to be extremely valuable.” - Hank Schopfer, Chief Financial Officer, Peerless Mfg. Co. |
 | “You know there is a lot of ego tied up when you go to sell your baby. It’s kind of an identity crisis. And as an owner, especially when your management team are your friends, not just work associates, there is this fear that you might saddle them with some monster who’s going to come in firing their guns the minute you sell the company, creating a miserable life for everyone. Bulkley Capital understood our culture really well and was able to help factor that into finding the right equity firm who would understand our philosophy. And it’s been great. We’re thrilled with the partner Bulkley Capital brought to the table. They’ve done everything they’ve said they would.” - Bruce Leech, Founder, CrossCom National, Inc. |
 | “We were unsophisticated sellers. And there’s a big step between getting a letter signed and selling the company. The difficulty turned out to be the buyer – doing all that was necessary to bring the sale to completion. Bulkley Capital was extremely useful in advising us, keeping the deal on track and sheperding it through to a sale. It was completely top-secret. And we ended up astonished that word never got out – astonished and delighted. In the end, it was very complex. If we had just left it up to the lawyers, it would have been a disaster.” - Tom Yoder, Principal, Chicago Reader and Washington City Paper |
 | “Although Bulkley Capital had no significant prior involvement in our industry, they learned it quickly, and could not only identify the potential strategic investors we needed, but also convey a thorough knowledge of the process we could follow to approach the market. Using the information Bulkley Capital provided, we were able to convey to our shareholders not only our need to access outside capital, but also how our business could return a higher equity than anticipated.” - Tom Wolf, President and CEO, STS Consultants |
 | “Brad Bulkley has done a lot of studying and writing on family business issues. I think he and his team have an in-depth understanding of the unique characteristics and challenges that family businesses face today. Bulkley Capital works in a way that is highly sensitive to the politics and realities of the specific situation. I believe people choose to work with Bulkley Capital because firstly, they’re smart and capable, secondly [they're] delightful people with whom to work, and finally they get results.” - Henry Foley, Partner/President and Managing Director, OMBI Consulting |
 | “Brad has taken on a keen interest in family business. I believe that he and his team exhibit a unique understanding of family business, as evidenced by the fact he currently assists some very high-profile families around the country.” - John Davis, Faculty Chair, Family Business Program at Harvard Business School and Founder of OMBI |
 | “One of the reasons we chose Bulkley Capital was because of their reputation. We spoke to many different individuals, all of whom were highly complementary of the team. Upon meeting with Bulkley Capital, we were at once impressed with their demeanor and approach to the process – they didn’t oversell in any way and indeed were always very clear as to what to expect throughout the process.” - James Craig, Former COO, Furmanite Worldwide, Inc. |
 | “It’s more than just introductions and relationships. There’s a great deal of negotiating in these complex transactions. Bulkley Capital not only brought their experience and expertise to the table, but the perseverance and persistence to follow through on the transaction and obtain the results we were looking for.” - Peter Burlage, CEO, Peerless Mfg. Co. |
 | “The team at Bulkley Capital has the unique ability to be able to cut to the chase of what the needs of a company are and then be able to very effectively communicate those needs in a personalized style that demonstrates what they can do for you in the process. In a reasonably short period of time, Bulkley Capital was able to bring additional players to the table and was able to convince the initial investors not only to be supportive, but add additional capital to protect their investment.” - Jay Kruger, Former President and CEO, HFSC Holdings, Inc. |
 | “No matter what type of financial transaction it is, I can personally guarantee you that at least three times during the life of that deal it’s going to come off the rails. Something is going to happen to make it look like that deal is never going to get done. The absolute masters of making sure that deal gets back on track work at Bulkley Capital. I’ve never seen any firm so skilled and dedicated to making sure that once the process is started it gets done. It’s an amazing talent.” - Richard Gilbert, Director and former client of Bulkley Capital |