Buy Side Advisory

Creative Business Services was formidable in their meticulous search of a plant for our yogurt operation. Once they found a suitable plant, Bob & Michael were invaluable in their expertise negotiating with the seller, Arla Foods. With their knowledge of the industry, they were keenly instrumental guiding us through the process and we were always confident of their professionalism. Even though Buyer and Seller had to make adjustments, we were able to strike a deal that was acceptable to both parties. Bob and Michael were there every step of the way to make this an exciting, successful acquisition for us.

I wish to thank Bob Wolter and Michael Schwantes for making the sale of Freis Distributing a successful transaction. They even went the extra mile in proficiently soliciting more clients for Freis Distributing during the sale process. Bob Wolter has been specializing in the cheese and dairy industries for a number of years and handled the transition in an extremely supportive and professional manner. I would highly recommend Creative Business Services for future mergers and acquisitions transactions.

I wish to thank Bob Wolter and the team at Creative Business Services personally and on behalf of Petra Health, LLC for making the sale of Guardian HealthStaff a smooth and successful transaction. We appreciate his experience in the Staffing & HR industries and the way he handled this transition in an extremely supportive and professional manner. We would happily engage Bob’s services again and would highly recommend Creative Business Services for future mergers and acquisitions transactions.

Efficient! Listener! Communicator! Those are the words that I have been using to describe Bob Wolter as our business broker! He did an excellent job of representing and assisting us in the sale of our sister company, Guardian HealthStaff. He listened to what we wanted. Then he found the right buyer and helped us to put the deal together. Because Bob was so efficient, we asked him to find potential acquisitions for us. So far, he has brought us four potentials, with two being strong contenders. We could call you the great communicator because you are constantly communicating and doing so in a timely manner! Please be assured that we will always use Bob’s services when we are in an acquisition or sale mode!

I have utilized CBS Global as an acquisition partner and had a fantastic experience. CBS was able to guide my operation through the process and they have sent deals over that are spot on for what we are looking for. The team at CBS is sharp and understands the requirement as well as the process. They strategically helped with the negotiation as well as the legal aspect of the process. I have had a great experience with CBS Global, specifically, M&A Advisor Bob Wolter.

Congratulations on your closing the sale of Jim’s Cheese Pantry this week. This is an important step in the revival of this sleeping giant in Wisconsin dairy and cutting operation. Convinced that Chip and Steve can and will institute the changes needed for this company to grow and prosper with new services and destinations for Wisconsin dairy. They are already DBIC clients. The new owners from just two meetings have proven they have the skills and determination to succeed. Chip especially understands the challenge. Thank you for your critical role in this transaction and other projects you are leading to strengthen Wisconsin dairy. Relocations remain one of my great interests at DBIC. We are honored to have your organization a DBIC client, and trust together our organizations can bring new life to companies that are stagnant and tired with new leadership that wants to build profitable brands.

Working with Bob Wolter on our acquisition of Mark/Ryan Associates was a great experience overall. He was there when I needed him throughout the introductions, negotiations, due diligence and integration planning. We have discussed many potential acquisition prospects over the past 7 years. Bob found the right strategic and cultural fit for us with Mark/Ryan Associates, that further enhances our professional staffing service offerings in the Chicago marketplace and comes with some great new customers and employees.

As owner of Staffworks Group, I wish to thank Bob Wolter and Tom Alberts of Creative Business Services for making the acquisition of Nicolet Staffing a smooth transaction. Creative Business Services has specialized in the staffing industry for a number of years and handled this sale in a very professional manner. I would highly recommend Creative Business Services for future mergers or acquisitions.

The sale of our business involved some very difficult and lengthy legal negotiations as we dissolved a partnership. It was very frustrating for us, but our agents, Gary (Van Sistine) and Josh (Phillips), didn’t panic. They kept everything moving forward, always communicating with the buyers and lawyers and accountants from both sides. Without them, we wouldn’t have gotten the deal done. A very professional team.

John did a great job representing both buyer and seller interests in our closing. Not only did he coordinate the standard Buyer and Sellers activities he also kept the pressure on the bankers and attorneys in getting the deal done. Certainly John’s contacts in the banking industry played a significant role in getting our funding and ultimately closing.

Thank you, Josh and Michael, for helping us to sell our company. We elected to work with your firm because of your strong track record and your reputation as trusted M&A advisors. We were not disappointed! From the valuation you prepared for us, to the marketing materials produced by your office, to the qualified buyers you presented for our consideration, to the offer we accepted in the end, to nurturing our new relationship with our buyer, to your negotiation skills and overall professional expertise, you truly helped us achieve our goals. Though the transaction was complicated, you were up for the challenge, resolving every concern that arose – all the while maintaining friendliness, a personable demeanor and optimistic attitude. Though there were many moving parts, you kept everything moving forward to a successful closing, giving us sound advice and coordinating activities with our attorney and accountant as well as the buyer’s advisors and bank. We could not have been better represented or better served.

Thank you both for bringing Valley Pattern Inc to my attention. The offering book you prepared about the company accurately conveyed the great opportunity it truly is and answered many of the questions early on that I might have had. The material was informative and factual. The investment meets all of my criteria. Thank you also for working with my attorney and banker to make this deal a reality. I’m excited to grow the business to a new level!

We at DBT felt like we were dealing with someone who was like part of our family. Mike knew how we worked hard for what we had, and helped us to get the most out of it. It sure was great having him as not only a mentor but also as a business partner and a good friend. His who crew at Creative did a great job as well!

We at Hawthorne enjoyed working with a professional group like CBS. They were instrumental in getting our transaction completed and showed a strong understanding of the acquisition process that was very helpful.

Thank you, Josh and Mike, for working through the commission agreement with us also. This transaction has been challenging for sure and appreciate all your hard work moving it forward.

Both Ken and I were extremely impressed with Josh’s professionalism, and ability to keep the project rolling smoothly. We knew Josh was extremely qualified from previous references, and he stood up to his reputation by providing over 20 qualified buyers for our company. Not only did Josh get us top dollar, he also worked with our CPA to save us additional monies. You only get to sell your company once, so make sure you trust the best. We would highly recommend Josh Phillips.