From our first conversations through closing, Tom was the steady hand on our deal — patient when we needed time to think, direct when we needed to hear it, and always in our corner. Every negotiation landed better because he was running it.

Selling the practice we built over twenty years was no small decision. Tom expertly guided us through a complex process with patience and persistence, always keeping our best interests at heart. We’re grateful we made the journey with him.

My wife and I successfully completed the process of marketing and selling our 2^nd generation, family-owned manufacturing business.  We selected BMI to represent us in these efforts after speaking to other firms.  They treated and maintained the process with the confidentiality it required.  The BMI Team went above and beyond starting with explaining the steps and timing of the process, valuing our company, creating marketing materials, cultivating and evaluating offers, providing guidance as needed and preparing us for the sales process.  We had numerous offers within weeks of going on the market and closed in 64 days from accepting a signed offer from our selected Buyer.  We were fortunate to have chosen BMI to partner with us on this journey.  We highly recommend the BMI Team with no reservations whatsoever.

Working with Jane Marlowe and BMI was an exceptional experience, particularly given the complexity of our organization. Jane’s role extended far beyond the transaction; she provided invaluable guidance on internal business readiness to me and my partners. Through a rigorous negotiation and due diligence process, she demonstrated remarkable resilience and creativity, seamlessly coordinating an intensive effort with the buyer and their advisors while maintaining a highly collaborative partnership with our internal team and legal counsel. Her dedication and insight ensured we found a private equity partner that perfectly aligns with our vision for Air Comfort. By joining the Orion Group, we’re securing a future of expanded capabilities and enhanced career opportunities for our team.

We met through one of BMI’s presentations a little over a year ago when Jim and I began exploring the potential sale of our business.  We had many questions, not having any experience in the sale of a business. They really put it in layman’s terms with what we could expect.  This lead to a more formal meeting at our place of business and they really took the time to know us and more importantly, to know our business. 

The whole process was amazing! From working with BMI to create the CIM to meeting with potential buyers, to receiving LOI’s, and most importantly, to help us find the right buyer that fit my late father, Jim and I’s vision on where Bardot Plastics would go into the future and, at the same time provide the right exit strategy for us and our family. 

Here we are, a year later. Jim and I, as well as the rest of Bardot Plastics, have much to look forward to as the business will expand and grow to create a new chapter in Bardot Plastics history. My father would be proud that his legacy will continue. For that, we are grateful. 

BMI was very experienced in the buy/sell transaction industry.  They were very professional, listened to our concerns, and advocated solutions on our behalf.  David and Tom, if we haven’t said it enough, we are really glad we went to the Union League presentation and then worked with both of you through the process. While Don and I may be a little uncertain about the future, we both have said many times to each other, the sale of our business, whom we sold it to, and our business relationship with BMI was 100% the right thing to do, and we are very happy we went through this process with you. 

BMI was very professional.  They did a good job marketing, vetting offers, developing buyers who were serious purchasers, and handled the negotiation and due diligence phase very well. 

After a previous company failed to produce a buyer over 12 months, BMI was able to generate an LOI within 60 days of going to market.  The sale was completed within 180 days of engagement.

We’re very happy that we chose BMI to represent us on the sale of our company. We were very impressed with the level of experience that the BMI team brought to our project. Using that knowledge, they guided us through the process of presenting our company in a manner that showed what it was truly worth to potential buyers, identifying multiple qualified buyers, and ultimately receiving an offer from the best firm. Their professionalism throughout the process exceeded our expectations. Their hard work and dedication through closing is very much appreciated. I highly recommend BMI to anyone with the need to market and sell the business they have worked so hard to create.

Charlie did extensive market research and did a great job guiding us through the sale process. Additionally, his assistance in evaluating the many offers received helped us maximize value.

Lead Advisor: Charles Fay

When we thought it was time to sell our business, Paul Cocco suggested we delay taking advantage of opportunities to grow the business. He then helped put those changes in place. This increased our immediate profitability and made us a more attractive, valuable company. We appreciated that he cared more about what was best for us than making a quick sale. Very professional and gets results.

We have nothing but great things to say about Paul Cocco and BMI. Our experience was awesome. We could tell that he really cared when he steered us away from the wrong buyer and continued to work diligently to find us the right one suited for our specific business. His guidance and input were invaluable, and we would highly recommend Paul and BMI to anyone heading down this road needing a solid, committed, and professional business broker. 

BMI was wonderful to work with for the sale of our business. As the 2nd family owner of a 72-year family business, I felt it needed to be the right fit. BMI not only met that challenge, but they exceeded my expectations. It was done in a timely manner and Paul Cocco was a great resource and advisor through the entire process.