An Investment Bank for
Entrepreneurs by Entrepreneurs.

"My co-founder and I worked closely with James and his team last year to find a strategic partner. Bottom line up front, Tuck Advisors is a standout as it relates to M&A. James was an amazing sherpa in preparing and coaching us through the process."

"James is a very special person, and I will be grateful to him for the rest of my life. He found the perfect buyer for my business, and he went above and beyond in structuring a creative arrangement that benefitted both sides of the partnership."

"Working with the Tuck Advisors team during our acquisition of their client was an excellent experience. From the start, their professionalism and expertise were evident as they identified and presented this opportunity as a strong match for our portfolio."

"No one gets to a finish line of any kind by themselves. You need good people to walk with you. To serve as experts. To be your champion. When I decided to sell my company of 15 years, I knew I needed an investment banking firm that could play all of those roles. Tuck Advisors was the only company that provided both the lived experience and the human-side understanding that I needed."

"As CEO of Dion Training, selling our business was a monumental task, but James and the Tuck Advisors team made it seamless. Their attention to detail, strategic insight, and vast network turned a complex process into a journey of growth and success."

"Tuck Advisors has truly set the bar for both high quantity and quality searches for our $8 billion Private Equity firm! The team's quick and thorough understanding of our objectives combined with James' expertise in the education space has already resulted in a number of very attractive potential partnerships."

"We've engaged Tuck Advisors for the past three years to help our $100 million education company acquire tuck-in acquisitions. They have sourced 1500+ targets for us and sent over 10,000 emails on our behalf. We have closed several transactions thanks to them and have several other companies under LOI."

"I was impressed even before an 'unsolicited flattering offer' compelled me to formally retain Tuck Advisors as our M&A advisory. With Tuck's coaching, we've improved our impact and our business results with each process. Most importantly, James has built an M&A Advisory imbued with talent and integrity."

"After founding and running my business for over 30 years, it was time for me to sell and move on to the next chapter of my life. From our first conversation, I realized that James was different. He seemed to genuinely understand my business. Both James and his team, particularly Brendan, were easy to work with and were able to assist us at every stage."

"James and Tuck Advisors are the best solution for end-to-end management of your acquisition process saving you an immense amount of time and maximizing the amount of serious buyers that you interact with. James personally made the introduction to the CEO of the publicly traded company that ended up acquiring our company."

"Making the decision to run a formal process to sell our company represented a critical stage in our story. We chose James and the team at Tuck Advisors from a group of finalists because we found them deeply committed to knowing our people, learning our business and running a process according to our core principles."

"Beyond their deep knowledge of our industry and impressive dedication and work ethic, James and his team at Tuck Advisors truly understood what was unique about our business and strategy, leading to an incredible acquisition opportunity, one that was far outside of our expectations when we began the process."

"James and the entire Tuck Advisors team were consummate professionals. As an ultimate buyer of a company James was representing, I found him and his team to be highly collaborative, creative and thoughtful problem solvers, and it was an absolute pleasure to work with him throughout the entire deal process."

"After a very long due diligence process, we just completed the sale of our company to a London-based firm. Frankly, I don't believe we would have made it past the finish line without James and his team. His vast deal experience guided every aspect of the sale and always kept us moving forward."

"We have worked with James and Tuck Advisors as a buy-side M&A advisor for many years and have seen consistent value add for our team. We closed one successful acquisition through the Tuck team, and we've had a look at countless other viable acquisition targets thanks to their hard work and industry expertise."

"Tuck Advisors is the M&A partner you've been hoping to find. Tuck is a boutique firm with deep experience and a relentless focus on closing every deal. There's no B team—just seasoned professionals who truly understand how to work with founders. I recommend Tuck wholeheartedly."