Tully & Holland Newsletter

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Transactions

A selection of recently completed transactions by Tully & Holland, Inc. See listings >>

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Featured Interns:

Featured Intern 2010-2011

John Ivey  
Boston College Carroll School of Management -- MBA, Class of 2011
Contact John: iveyj@bc.edu

John Ivey is a 2011 graduate of the Carroll School of Management at Boston College, where he received his MBA with a specialization in Corporate Finance.  He is also a 2004 graduate of the United States Naval Academy, where he received a B.S. in Economics with Merit Honors.  In addition to his studies at Boston College, John was an active participant and finalist in the Association for Corporate Growth (ACG) Investment Banking case competition and a feature writer on Mergers & Acquisitions for the Boston College Financial magazine.  Prior to joining Tully & Holland, John served as a Surface Warfare Officer in the United States Navy, conducting Anti-Piracy Operations, Maritime Interdiction, and other operations in direct support of Operation Iraqi Freedom.  John hails from Weston, MA and enjoys all Boston sports teams, golf, fishing and spending time with his wife and two children.

"Working as an analyst at Tully & Holland was a tremendous experience.  As a key supporting member to a team of senior deal makers, I was continuously called upon to assume a broad range of roles and responsibilities.  While many boutique investment banks were attempting to weather a turbulent economy, Tully & Holland was busy driving several processes to closing -- affording me a unique opportunity to learn the industry and contribute to the firm's success.  I was actively involved in all aspects of the M&A process for numerous buy-side and sell-side advisory assignments, including five closed transactions.  Working closely with Managing Directors across each of Tully & Holland's core practices in the Consumer sector gave me meaningful and unique investment banking experience and an outstanding foundation to launch my M&A career.  Some specific roles and responsibilities included authoring information memorandums, conducting extensive valuation and modeling work, developing buyer lists, building management presentations, developing pitch books, managing data rooms and actively participating in pitches for potential clients.  The professionals at Tully & Holland are the best in the business and were instrumental to the valuable skills that I developed since I began working there."    

Featured Intern 2009-2010

Spencer Godfrey
Boston College Carroll School of Management – MBA Candidate, Class of 2010
Contact Spencer: godfresp@bc.edu

Spencer Godfrey is a second year MBA Candidate at the Carroll School of Management at Boston College, with a specialization in Asset Management.  On campus, Spencer complements his studies with involvement in the Graduate Finance Association, the Center for Investment Research & Management, the CFA curriculum, and is a member of the Boston Security Analysts Society.  Prior to joining Tully & Holland, Spencer worked for five years as an underwriter with AIG’s Commercial Insurance division, where he spent three years underwriting Kidnap & Ransom insurance for AIG’s Latin American division, and two years underwriting large commercial casualty programs for AIG’s Domestic Brokerage Group.  Spencer is from Boston, MA and enjoys golf, skiing, rugby, running, and triathlons.

“As an intern at Tully & Holland, I have had the opportunity to work with Managing Directors on a variety of transactions in the consumer product goods industry.  Through this opportunity, I have gained hands-on experience in investment banking which has been an excellent compliment to my classroom studies.  My primary responsibilities include preparing presentation materials, assisting in the drafting and development of information memorandums, pitch books, management presentations, as well as articles for submission to trade publications.  Additional responsibilities include building and maintaining financial models, assisting with valuing businesses, as well as conducting industry and company research for ongoing and potential deals.  My experience at Tully & Holland has been excellent for me, as I have been involved with several deals and have made meaningful contributions to the team effort.  The hands on training and learning experience I have had with Tully & Holland has given me a solid foundation from which I will launch my career.”

Featured Intern Summer 2008

William Wood
Amherst College – Class of 2009
Contact Bill: wwood09@amherst.edu

Bill Wood is a senior at Amherst College, majoring in Economics. Outside of the classroom, he has played varsity football and has participated in a variety of clubs including the Amherst Investment Club. Prior to joining Tully & Holland, Bill interned in New York City at The Nemec Financial Group of Northwestern Mutual focusing on financial planning. Afterwards, he was subsequently hired by Pioneer Financial Group as a research consultant advising on various marketing, management, and expansion related activities. Bill is from Saint Petersburg, Florida and enjoys golf, football, water sports, and learning German in his spare time.

“As a junior analyst at Tully & Holland, I was able to capitalize significantly from the boutique environment. I was able to work alongside the managing directors on a multitude of deals involving the consumer product as well as food & beverage industries. Working in teams with senior members, I frequently assisted in the drafting and development of information memorandums, pitch books, management presentations, and articles for publication. Other common activities included financial modeling, valuations, selected industry and company research, and marketing for active and potential deals. As a liberal arts major I was unsure of what exactly to expect from working at an investment bank, however I can safely say that my experience has vastly exceeded my expectations and I now intend to pursue a career in investment banking. The training and experience that I have acquired from Tully & Holland has given me a solid background that will undoubtedly help me launch my career.”

Featured Intern Summer 2007

Matthias Bergin
Georgetown University - Class of 2008
Contact Matt: mcb53@georgetown.edu. 

Matt Bergin is a senior at the McDonough School of Business at Georgetown University, with a double major in Finance and International Business.  On campus, Bergin complements his studies with involvement in the Georgetown University Student Investment Fund and competes as a member of the Varsity Sailing Team.  Prior to joining Tully & Holland, Bergin interned at the Washington DC branch of Smith Barney Citigroup and in the Finance & Administration Department at the Woods Hole Oceanographic Institution.  Born in Paris, France, Bergin speaks French fluently and recently spent time studying abroad in Sydney, Australia.  He enjoys running, reading, sailing, and travel.

“As an intern at Tully & Holland, I acquired hands-on experience in investment banking, working with Managing Directors on a variety of transactions in the consumer products industry.  My responsibilities included preparing presentation materials, attending and assisting in pitch meetings to prospective clients, building financial models, conducting research for ongoing and potential deals, valuing businesses with discounted cash flow and other techniques, and drafting numerous articles for submission to trade publications.  The enormous exposure and skills I obtained at Tully & Holland will be instrumental in my pursuit of a career in investment banking.  I am extremely thankful for the learning and guidance the first rate professionals at Tully and Holland gave to me.”