R.L. Hulett
R.L. Hulett & Company, Inc. is a St. Louis-based middle-market investment banking firm founded in 1981. It publicly describes advisory work for business owners, executives, and private equity firms, with sector coverage spanning industrials, plastics and packaging, food and consumer, transportation and logistics, tech-enabled services, and healthcare.
What stands out about R.L. Hulett
R.L. Hulett publicly focuses on middle-market, family- and founder-owned businesses with revenue ranging from $10 – 250MM and EBITDA from $2 – 20MM. Its stated services include sell-side M&A, buy-side M&A, capital markets advisory, and financial advisory.[1][2][3][5][6][10]
What does R.L. Hulett do?
R.L. Hulett is identified as R.L. Hulett & Company, Inc., a St. Louis-based middle-market investment banking firm founded in 1981. The firm states that it advises business owners, executives, and private equity firms and has a 40+ year track record with lead advisory roles in hundreds of transactions.[1]
R.L. Hulett publicly offers sell-side M&A, buy-side M&A, capital markets advisory, and financial advisory services. Its stated capital-markets work includes recapitalization, growth financing, acquisition financing, and strategic-partner searches.[2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring R.L. Hulett?
Owners evaluating R.L. Hulett can compare the firm’s stated middle-market criteria with their company’s revenue, EBITDA, ownership profile, sector, and transaction objectives. The public seller-process description includes preparation of marketing materials, outreach to strategic and financial buyers, and negotiation support. Engagement economics, contracting entity, firm-level regulatory status, conflicts procedures, buyer-screening methods, and the expected role of management should be confirmed directly.[2][5][6][10]
What are the engagement fee, retainer, success-fee, expense, exclusivity, termination, and tail provisions
Which legal entity contracts for advisory services, and what firm-level broker-dealer, investment-adviser, or other regulatory status applies to the engagement
How are strategic and financial buyers screened, and how are conflicts handled
What size transactions and clients does R.L. Hulett focus on?
The firm publicly lists Industrials, Plastics & Packaging, Food & Consumer, Transportation & Logistics, Tech-Enabled Services, and Healthcare as industry focus areas.[4]
Official transaction announcements identify R.L. Hulett as exclusive financial advisor to Wolcott Water Systems in its acquisition by Psalm of Life Capital LLC and Sutherland Capital; to Glaenzer Electric in its sale to Heritage Holding; to Blue Mountain Mechanical in its sale to Heritage Holding; and to Mitchell Humphrey & Co. in its sale to Tripleview Technologies USA Inc.[5][7][8][9]
R.L. Hulett’s stated transaction services include sell-side and buy-side M&A, recapitalization, growth financing, acquisition financing, and strategic-partner searches.[2][3]
What does R.L. Hulett publicly disclose about fees, process and engagement terms?
The Wolcott Water Systems transaction announcement does not disclose transaction value, consideration terms, or buyer financing terms. The services page does not publish a universal advisory fee schedule, retainer, success-fee formula, expense policy, termination provision, or tail period. The team page discloses individual securities registrations for named personnel but does not establish a firm-level broker-dealer or investment-adviser registration status for R.L. Hulett & Company, Inc.[2][5][10]
The official team page states that Managing Director R. Trevor Hulett holds Series 62, 63, and 79 securities registrations, while Senior Advisor Christopher Riley holds Series 79 and Series 63 licenses. The team page does not establish a firm-level broker-dealer or investment-adviser registration status for R.L. Hulett & Company, Inc.[10]
In the Wolcott transaction, R.L. Hulett states that it prepared marketing materials, contacted strategic and financial buyer candidates, and negotiated with prospective suitors on behalf of the seller.[5]
Questions to ask before hiring R.L. Hulett
What are the engagement fee, retainer, success-fee, expense, exclusivity, termination, and tail provisions?
Which legal entity contracts for advisory services, and what firm-level broker-dealer, investment-adviser, or other regulatory status applies to the engagement?
How are strategic and financial buyers screened, and how are conflicts handled?
Which recent transactions can be reviewed by sector, size, geography, and transaction type?
How have transaction value, consideration terms, buyer financing terms, and any owner or management provisions appeared in comparable assignments?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Geography / market coverage
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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