In a significant move within the bereavement care industry, Viking M&A has successfully overseen the acquisition of Contemporary Concepts by Paul and Lisa Hulbert III. The acquisition, led by Viking advisors Robert Aliota and Trevor Crocker, marks a new chapter for the respected firm, initially founded in 1982 by Doug Cullen. Cullen’s deep-rooted commitment to his clients and employees was central to his vision, making this transition pivotal.

Doug Cullen, the founder, shared that once he decided to sell, finding a buyer with a shared dedication to his team and customers was essential. He noted that Viking’s team found “the perfect buyer” who shared his values, bringing immense satisfaction with the transaction’s outcome. For over 40 years, Contemporary Concepts has provided trusted bereavement services to families, funeral homes, and community sponsors across the U.S. and Canada. Cullen’s focus was on a smooth transition that prioritized the well-being of his long-standing client base and employees.

Paul Hulbert III’s Vision for Contemporary Concepts

Paul Hulbert III, who brings extensive experience in credit risk management and investment banking, enters the bereavement care industry with a vision of growth and integrity. With a collaborative leadership approach and a solid reputation for authenticity, Hulbert aligns closely with the values Cullen cherished in his business. His transition into entrepreneurship alongside his wife, Lisa, is poised to maintain and enhance the thoughtful service and dedication Contemporary Concepts is known for.

Viking M&A’s Commitment to Tailored Transitions

Robert Aliota of Viking M&A highlighted the synergy in this acquisition, noting the team’s commitment to understanding both the seller’s business and the buyer’s values to create a successful match. He remarked, “After meeting Paul and Lisa, it was clear they were a perfect fit for Contemporary Concepts. The communication, mutual respect, and alignment of values throughout the process were exceptional.”

Future Prospects for Contemporary Concepts

This acquisition underscores Viking M&A’s ongoing commitment to fostering impactful transactions, supporting clients with bespoke advisory services that ensure both legacy and growth potential. With the Hulberts at the helm, Contemporary Concepts is well-positioned to thrive and continue offering compassionate care to its clients.

  bereavement care industry, Contemporary Concepts, Doug Cullen, Lisa Hulbert, Paul Hulbert III, Robert Aliota, Trevor Crocker, U.S., Viking M&A