Bruce D Schulman & Associates - Overview

Bruce D Schulman & Associates

After a successful 30-year career on Wall Street, assisting privately held medium-sized companies in raising capital and facilitating buy and sell transactions, Bruce Schulman founded Bruce D. Schulman & Associates in 2000. The primary objective of the firm is to provide clients with personalized attention from skilled professionals dedicated to helping owners sell their companies. BDSA works with manufacturers, distributors, and service businesses located throughout the United States. Our firm exclusively represents sellers in sale or merger transactions, ensuring there are no conflicts of interest by advising or representing buyers.

Throughout the years, BDSA has continued to sell businesses despite the fluctuations in the U.S. economy. Our team of skilled professionals at Bruce D. Schulman & Associates consistently demonstrates a high level of expertise, typically associated with larger transactions. As one consumer products manufacturer aptly stated, “BDSA provides Wall Street services without the high fees.”

BDSA actively engages in all stages of the transaction, from the initial stages to the closing. Our investment bankers thoroughly explore all possibilities, not just the obvious one or two options, and go above and beyond to ensure the success of our clients. We collaborate with the buyer’s investment bankers, lawyers, accountants, appraisers, banks, and other financing sources involved in the transaction. Our fees are primarily back-end loaded, with the success fee only being paid when the company is sold.

Maintaining long-term relationships with acquirers is a priority for BDSA. Our global network of buyers provides worldwide exposure for our clients. Many of these dynamic groups are not constrained by traditional formulas and are driven by the potential of the seller’s company and its market share expansion. Our firm understands the needs of buyers and effectively matches them with the strengths of the seller.

Confidentiality is of utmost importance to BDSA, and we take extensive measures to ensure strict confidentiality. We establish internal and external controls to minimize the dissemination of client information to any group other than the most serious buyers.