We think the most important measure of our performance is what our clients tell us. Here’s what some of them have had to say about us.
“The process of selling a business can be very challenging to bring willing compatible buyers and sellers together. They worked very hard to understand the complexities of our business, and they communicated with us every step of the way. They brought us eight interested buyers, facilitated in-person meetings with four of them, and ultimately helped us select the right partner for our needs. Throughout the process, we were impressed by their efficiency and objectives within our shareholder group, and they helped us overcome due diligence obstacles we never saw coming. We closed our transaction with pricing and terms that exceeded our expectations.”
“We’ve been working with Acuity since 2015, and their team is a great resource for us. Chase, Michael and their team are perceptive, insightful, and thorough.
They’re detail oriented, but they don’t get mired in the immaterial minutiae of it all. We’re a large organization, and they consistently sort through the complexity to find the key takeaways, which helps us smoothly navigate our audit process year after year.”
They’re detail oriented, but they don’t get mired in the immaterial minutiae of it all. We’re a large organization, and they consistently sort through the complexity to find the key takeaways, which helps us smoothly navigate our audit process year after year.”
“The level of detailed valuation analysis by SEG is of great value to my firm and is without comparison.”
“Excellent work! SEG was able to complete multiple analyses as scheduled allowing the transactions to close on-time without hang-ups.”
“Despite a very challenging climate, Acuity Advisors helped us close our transaction in a timely manner and with minimum amount of disruption to the business. Due to several deal points that they recommended, we received proceeds in excess of our expectations.”
“They were highly recommended from multiple references, in particular for their expertise in handling the complexities of an ESOP transaction. They were in no hurry to see our process through and were patient with us from our start in 2018 to implementation in 2024. From our signed agreement to formally proceed in late 2022, they proceeded to help put the entire team together of lawyers and consultants to complete the transaction. In most cases, they provided two or three potential team members for us to interview, primarily for fit as they were all eminently qualified.”
“In addition to helping us complete an “ordinary” ESOP transaction, if there is such a thing, Acuity also brought forward the idea to implement a specific 1042 strategy to make the entire transaction maximally tax advantaged. This added significant complexity but the team Acuity helped assemble was up to the tasks and got it done. Our personal and professional CPA who we have worked with for over twenty years was also on the team from beginning to end, and commented that “I don’t know if I have ever seen a deal team as good as this one”. He also gave special recognition for Acuity Advisors and their expertise in providing oversight for all of details in this transaction.”
“In addition to helping us complete an “ordinary” ESOP transaction, if there is such a thing, Acuity also brought forward the idea to implement a specific 1042 strategy to make the entire transaction maximally tax advantaged. This added significant complexity but the team Acuity helped assemble was up to the tasks and got it done. Our personal and professional CPA who we have worked with for over twenty years was also on the team from beginning to end, and commented that “I don’t know if I have ever seen a deal team as good as this one”. He also gave special recognition for Acuity Advisors and their expertise in providing oversight for all of details in this transaction.”