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Bulkley Capital

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Bulkley Capital

Overview:

Our heritage of success spans more than two decades. Our dedicated experts are diversely experienced. Our business philosophy is matched by none. Yet no one can tell our story better than our clients. We asked three of them, each from a different industry, offering a unique perspective, to share their experience. Because the most compelling story of all lies in what occurs before the final result. And that’s where the Bulkley Capital difference begins.

“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.”
– Jeff Cade, President and Principal, Moulding Associates, Inc.

“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.”
– Bruce Leech, Founder, CrossCom National, Inc.

History:

It takes more than financial expertise to generate the right results for clients. It takes a customized approach, a wide range of experience, and something almost entirely absent from most financial advisory and investment banking firms – a personal interest. No one understands that more acutely than Brad Bulkley, a seasoned financial expert with more than three decades of experience in banking and corporate finance. It was his vision to provide middle-market and closely-held companies with one-on-one services and personalized solutions that inspired him to form Bulkley Capital in 1985. And what was born from a desire to change the face of the financial advisory and investment banking industry quickly grew into what today is a nationally recognized middle-market financial consulting firm known for its integrity.

More than two decades later, and boasting a team of unparalleled experts dedicated to those founding principles, Bulkley Capital has completed numerous transactions for its clients and has been the primary financial consultant on merger and acquisition transactions ranging in size from $2 million to more than half a billion dollars. Our reputation for placing our clients first has led to many long-standing relationships, the majority of which were established through personal referrals. It is this strong industry standing that allows us to continue to enforce our strict guidelines and enables us to connect so deeply with clients, today and into the future.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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