References

"For anyone that thinks they can do a transaction themselves, they are just plain fooling themselves. There are literally thousands of points of negotiation and William and Henry professionals expertly guided us through each and every one and holding our hand every step of the way. There was no time of day or night that they did not either anticipate our needs or immediately respond to any issues. Absolutely trustworthy in every way. In six months, they contacted 200 buyers/investors, arranged meetings with 20 and we had 10 offers enabling them to achieve a huge above-market price. We have worked with lots of professional service firms over the years. This is what 24/7/365 trusted service looks like."

-Mahesh Wadher and Raj Ghandi, CEO/Owner and COO/CFO, Amtex

 

"William & Henry got us twice as much as our previous investment banker and the transaction only took six months. Trusted advisors. They identified and solved numerous accounting, finance, legal, tax, regulatory and personal issues along with the professionals that they brought into the deal to help us. We had no idea how complicated doing a deal was. We erroneously thought that maybe doing a deal ourselves would be possible. You don’t know what you don’t know. We would have never gotten the price, quick execution and tactics/ strategy that brought us twelve offers to choose from. Absolutely tenacious. Even though we missed our numbers, they held the price in place as a result of their innovative strategies and tactics. Because William & Henry only represents business owners, they are 100% on your side unlike some other firms that get cozy with the buyers in order to get future business from the buyer."

-Rhett and Zane Smith, CEO and Sr. Vice President, Beneco

 

"We selected William & Henry from a number of investment banks. We received over a dozen offers from buyers, four offers fully funded with no financing contingency. Their ability to keep track of and play off of each potential buyer was like watching a great conductor at an orchestra. Knowing when to speed up, slowdown, push one party, pull back on another, flush out what the buyer said from what they were really willing to deliver. Even though we missed our projections by 15%, they basically were able to hold onto the total original purchase price with a minor move down in final price--they kept the pressure and heat on the buyers. Extremely well played. You hit it out of the park for us. I have to admit, I actually enjoyed (almost) every grueling minute of the entire process."

-Rob Tuttle, Former CEO, Emergency Communications Network and CEO, Volo

 

"I have worked with a lot of outside professionals firms over the years. William & Henry are the best of the best. They hung in there and never gave up. Finally, we found the one partner that shared our vision. Great job."

-Chris Yoo, CEO, MedTrust

 

"Absolutely fantastic job. We were a company with innovative products without a sales force. William & Henry found us a buyer with a sales force in need of innovative products, one of the largest healthcare companies in Australia. Perfect marriage. William & Henry delivered. They are available 24/7. Listen to them. You won't like the "tough love" during the deal but will be thankful at the end."

-Dan Sandel, Former CEO, Sandel Medical

 

"William & Henry's professionals literally turned 'nothing' into a $60-million transaction and the owners/managers were able to keep 45% of the company. We have now doubled in size and expect our remaining 45% ownership to be worth twice the original - a second bite at the apple! Flawless execution."

-Karen Bell, Founder & Former CEO, K-Bell Socks

 

“We had two unsolicited offers to buy the company on the table, both at around $30 million.  I was getting calls daily from investment bankers, business brokers, private equity firms and strategic buyers.  I was about to take one of the $30 million offers.  Thank God I didn’t.  Through a masterful process and negotiations, our final purchase price was 50% higher, due to the professionals of William & Henry creating an eight-bidder auction.  You’re professionals, friends and trusted advisors.”

-Ted Christensen, Former CEO, Do+Able Products

 

“In one phrase, ‘deftly handled.’  William & Henry professionals know when to push and pull, use “honey and vinegar.” It’s an intuition and skill that only comes through knowledge and experience.  They have "it."

-Roger Richman, Former CEO, Roger Richman Agency

 

“I have done two deals with William & Henry professionals, both highly successful.  On another deal, my private equity partner required me to work with their investment banker, a large firm from back east.  The difference was night and day. William & Henry’s professionals get the job done and are available 24/7.  I am not one to take advice easily.  I have my own strong opinions.  However, if they tell you to do it a certain way, then “do it.”  They will be proved correct.  We paid more than their contracted fee because they delivered and provided a level of service I have never before seen and I am very demanding.”

-Gary Finder, Former CEO, Michael Alan Designs and Former CEO, K-Bell Socks

 

I tried to sell my company twice in the previous seven years.  First, I hired a well-known Los Angeles-based investment bank.  They failed—no offers.  A few years later, I tried a large New York-based investment bank and paid them a $250,000 retainer.  They failed—no offers.  Then the professionals of William & Henry were referred to us.  They identified a change in the law and a new buyer group not identified by the two previous investment bankers I used.  Ultimately, we had three offers, all at least $5 million above my target price, and I had one I wanted to just take.  William & Henry professionals advised me to hang tight and that they would get me an even higher offer.  I was nervous about them blowing the deals on the table.  It ended up that the professionals of William & Henry got us another $2 million with no financing contingencies.  I paid them $250,000 over the contracted fee as a reward. Very grateful.”

-Tom Nix, Former CEO, Nix Check Cashing

 

I wanted $40 million for my business.  William & Henry's professionals said they could get at least that.  In short, they were able to turn the process into a 10-bidder auction and I ended up with $75 million.” I paid them more than the contracted fee for such excellent work."

- Larry Rosenthal, Former CEO, Intercontinental Art

 

“I entrusted my “baby” to William & Henry's professionals and they didn’t disappoint. Near the end of the process, my numbers were starting to soften and I would not hit my projections.  I was afraid the purchase price would go down.  William & Henry's professionals created enough leverage and competition using their “sweet and sour” approach to keep the price the same.  They also solved countless unforeseen problems that would have blown up the deal in the hands of a less experienced and less poised professional.  Trust them implicitly.  True pros.”

- Marcy Polier, Former CEO, Entertainment Data

 

As a family-owned health and wellness company, we were concerned with not only price but the culture of the buyer and the post-deal welfare of our people.  William & Henry's professionals accomplished both.  We hired them over several healthcare specialty investment banks, because they understood how to run a fluid, not static, process—which is what the job required.”

- Mark Wasserman, Former CEO, Cedu

Testimonials may not be representative of the experience of other clients and are not indicative of future performance or success. No consideration was paid for any testimonials displayed.