Cheatsheet: Testimonials CS vs T

listing all testimonials from both Case Studies and Testimonials repositories for comparison
pulled from Testimonials .. sorted by menu_order ASC
  • Carla Day
    Director of Customer and Sales Services
    Sanara MedTech

    When we decided we needed more space to meet the needs of our growing company we had no idea that negotiating with the building ownership would be so complicated and challenging. We had so many questions about the process of extending our footprint in the building we were occupying, the agent with the property management company suggested that we work with a broker to help us through the process. I am very thankful he made that suggestion.
    Working with Andy and Daniel with Citadel Partners was the best part of the entire experience of expanding our office space. They educated us throughout the process and helped us every step of the way. Andy and Daniel were helpful, personable, professional and a delight to work with. Andy kept the communication moving forward and provided insight on what to expect in each part of the process. We ended up with an agreement with the building owners that completely meets our needs and our budget.
    The next time we need more space, Andy will be the first call I make!

  • Jeff Holler, CFP
    President & CEO
    The Capital Chart Room

    We reached out to Citadel after discussing their work in negotiating a lease renewal for a valued colleague’s business. Our colleague was exceptionally pleased with Citadel’s work and conveyed that Andy and Scott with Citadel are consummate professionals, thorough, and would tenaciously work to help us understand our options and achieve the best deal possible. Our colleague was spot on, as we had the same experience. We enjoyed working with Andy and Scott and are delighted with the results they achieved for our company. We are aware that our contract is better than others recently signed by other tenants in our building who did not have Citadel representing them. We also appreciated how Andy and Scott simplified the process and boiled down the information regarding our options into simple to understand spreadsheet comparisons. After the fact they also provide an excellent lease summary, which will be helpful for future reference. My company and I can highly recommend Citadel’s services.

  • Dave Fate
    President & CEO
    Stonebriar Commercial Finance

    I couldn’t be more pleased with the outcome. Citadel’s market knowledge, insight, and experience were invaluable throughout the entire process.

  • Kirk Philips
    President & CEO
    Wintrust Commercial Finance

    Best-in-class service and best-in-class people! Even before the project started, they were advising us on current market dynamics and opportunities as we considered our future office needs. They became an integral part of our site-and-space selection team, quickly understanding our brand and business and bringing us to a result that truly represented the culture of our organization.

  • Doug Boyd (Disabled)
    President
    ESI

    We like working with Citadel Partners for their integrity in the commercial real estate business. They are an ideal partner for us.

  • Tom Curtis
    Principal, Architect
    GHC

    When we asked Scott Morse and the Citadel Partners team to assist in our pursuit, they asked all the right questions and urged us to explore other availabilities in the market before zeroing in on our new facility. This calculated process, attention to detail, and thoughtful analysis is unmatched in our experience and made us feel confident in our decision. The new facility has immediately helped bring new energy to the office and truly represents the culture of our company. I highly recommend partnering with the Citadel team for anyone looking for quality representation focused on their business drivers.

  • Mark C. Davis (Disabled)
    President
    RD&F Advertising, Inc.

    “From market research to contract negotiation and construction management, their team allowed us to operate our business and secure a long-term commitment that will profit our company for years. Any business that thinks they don’t need professional representation working on their behalf is incorrect!”

  • Bill Biancaniello (Disabled)
    General Manager
    Flextronics

    “With the large growth that Flextronics has experienced throughout the past decade comes equally large real estate challenges. We have relied heavily on Scott Jessen and Scott Morse’s in-depth experience to help manage our real estate needs, both large and small. They have been instrumental in assisting us with property disposition, leasing, subleasing and identifying markets which have minimized our exposures and maximized our profits.”

  • Jack R. Kay (Disabled)
    President & CEO
    Susquehanna Real Estate

    “It was a difficult lease to handle…they found workable solutions…it was successful, and we achieved our goals.”

  • Carlo Mulvenna (Disabled)
    Vice President
    Pan-American Life Insurance Group

    Citadel Partners opened our eyes to an adaptive reuse opportunity which we otherwise would have overlooked. The net result is a huge cost savings and a better work environment for our employees.

  • Kimberly Smith (Disabled)
    Director of Firm Services
    Weaver & Tidwell, LLP

    Citadel has been invaluable to Weaver. Scott has acted as an extension of our team and we are able to send him out to our various locations and we rest easy knowing that he is making decisions with our company’s best interest in mind. Not only does Citadel address our leasing needs,but they also conduct all necessary due diligence and they assist with the design and construction from beginning to end and help us reach our goals when it comes to office space.

  • Ryan Davis, CCIM
    Global Real Estate Director
    Texas Instruments

    Citadel was able to negotiate a considerable amount of savings while also providing the needed landlord-funded repairs within our suite. I found Citadel to be knowledgeable, responsive and easy to work with. I just signed Citadel up for an even larger disposition project. Good job guys.

  • Chris McGregor (Disabled)
    Director of Information Technology
    NCPA

    “We moved into our new space in March 2014, and we could not be happier. Our old office was very linear with offices situated off of a long hallway, limiting the feeling of a team environment. Our current space has brand new finish-out and is more circular, which has established a positive work energy while giving us much more room.”

  • Mark Ellis (Disabled)
    Global Facilities
    Tekelec

    “Citadel Partners’ attention to detail, market knowledge, and creativity produced the ultimate business solution. The follow-through and continued support after the deal was done created a trust that everything was handled.”

  • Gary Metzler (Disabled)
    Director of Global Real Estate
    Texas Instruments

    “In my 30 years of corporate real estate, I don’t believe I have been involved with a more difficult and complex real estate transaction. Our relationship with Citadel Partners proved invaluable in guiding and protecting us through this difficult and protracted process.”

  • Gayle Agnew (Disabled)
    Director of Recruiting and Staff Development
    EquityMetrix

    Taylor Dickerson and the Citadel Partners team did an excellent job keeping me focused to think before I jumped into action. Despite the obstacles in negotiating our deal, they never lost interest and continued to work in our best interest.

  • John Mackel
    Managing Partner & CEO
    Weaver

    We use Scott and his team because not only do we trust him completely, but we appreciate their incredible work ethic and attention to detail. Scott has worked with upper management to develop a strategic plan for our firm’s growth and helps us drive consistency in all markets.

  • Rusty Cone
    General Manager
    UNICOM Engineering

    Citadel Partners’ market knowledge, along with their understanding of our long-term objectives, helped us get a reduced lease rate and gain allowances to replace HVAC systems and make cosmetic changes. Citadel’s perseverance and excellent negotiation skills prevailed with an owner who had never reduced lease renewal rates.

  • Gregg Allen
    President
    Eland Energy

    Our Company has been doing business with the Citadel team for many years. Citadel Partners assisted in locating our new office space. They helped us with every aspect of the search from finding the property, through build out and occupancy of our building.

  • Sandra Hayes
    Assistant Superintendent, Operations
    RISD

    Citadel Partners is always professional, courteous and willing to go the extra mile to help us understand how the commercial real estate market works and provide staff with the most up-to-date and valuable information. Thanks to CP, our community can always trust their tax dollars are not being spent frivolously.

  • Marc Powell
    President
    Style Access LLC

    I highly recommend partnering with the Citadel team for anyone looking for quality real estate representation that is focused on their strategic business drivers and corporate culture.

  • Alan T. Crawford
    Chief Executive Officer
    Lincoln Capital Management, LLC

    “Mac Morse and the whole team at Citadel Partners were exceptional allies for us through every facet of our office search and move. The team’s professionalism, responsiveness and dedication to providing us with the absolute best facilities for our growing organization surpassed any expectation we could have had going into the process. Not only did Citadel Partners find us a fantastic new facility that would meet our needs for today and into the future, Mac arranged the services with third-party vendors to tackle all aspects of the office transition including space design, furniture design and installation, moving, and even exterior signage. We truly felt that we had an advocate in this process that brought subject matter expertise and the highest level of customer service to the transaction. From start to finish Mac and Bo were a phone call away routinely making things happen for us behind the scenes. There is no doubt I would have let several things slip through the cracks if I had not had them at the helm of this deal. I cannot say enough good things about our experience with Citadel Partners!”

  • Hal Hickey
    CEO & President
    EXCO

    Citadel Partners was instrumental in providing real estate strategy and overall contract negotiation expertise to our company during our recent office relocation/lease renegotiation effort. During this effort, it was highly evident that the Citadel team is well versed, widely known and respected in the Dallas corporate real estate community.

  • George Platt
    President
    ESI

    The Citadel team became an integral part of our office space selection team. They engaged in learning our culture and our business. The end result reflected the culture of our organization — we have a finished location that our team enjoys working in and that showcases our business.

  • John Bentley
    CEO
    RAA

    Citadel Partners has assisted us with multiple moves and most recently with an expansion that involved simultaneous negotiations with three parties, including a Fortune 100 tenant across the table. CP earned the respect of the two other parties and their representatives and delivered a solution that was satisfactory to all parties.

  • Rick Herrington
    Former Deputy Executive Director
    NTTA

    The NTTA is a governmental entity going through incredible growth and the team of Scott and Scott has helped bring order to the chaos. Their market knowledge, procurement processes and understanding of private and public entity issues makes them excellent stewards of NTTA resources to maximize revenue and control costs.

  • Brent Brown
    Global Real Estate Director
    Invensys

    Citadel Partners succeeded on its mission of subleasing both spaces for us and was a great partner. This rightsizing and relocation to a more efficient space lowered our costs dramatically, which was our primary objective.

  • Timothy O. Gallagher
    President
    ETC

    The real value-add of the Citadel Partners team was their ability to work with us throughout the entire process – from market research, to site selection, negotiation, design, construction and move-in. Their advice and guidance led to some early ‘catches’ that might have become big problems later on.

  • John Leinbaugh
    Vice President Investments
    CORE5 Industrial Partners

    The Citadel team’s overall market knowledge and experience, plus their insight of the corporate user, and specifically what drives our business, was uniquely beneficial in determining the viability of our new development. The result was a new development that exceeded our expectations and increased our overall projected asset value.

  • Bart Roberson
    President & CEO
    RAA

    We interviewed several firms. Our selection of Citadel was based upon one of trust. They proved they could listen and truly understand our needs. We knew that they would have our best interest in mind while independently capturing every possible opportunity for us to consider as a potential location. They were very attentive to our needs and there for us at every twist and turn of the process. The result is a relocation to a site that better represents our culture and suits our needs for the future. The Citadel team is fun, flexible and easy to work with – a true partnership.

  • Bryan Booker
    World Wide Facilities Real Estate
    Texas Instruments

    “The experience and knowledge of the Citadel team was invaluable in making this transaction happen. The breadth of their relationships was key in bringing this to a successful and timely close.”

  • Tony Harkleroad
    Assistant Superintendent
    RISD

    You took the time to listen and understand our needs and timeframes. I consistently felt we were your top priority throughout the process. You and your staff exceeded our financial expectations and perfectly matched our timing needs.

pulled from Case Studies sorted by cs_client_name ASC
  • Alan T. Crawford
    CEO
    Lincoln Capital Management
    SHORT:

    Mac Morse and the whole team at Citadel Partners were exceptional allies for us through every facet of our office search and move. The team’s professionalism, responsiveness and dedication to providing us with the absolute best facilities for our growing organization surpassed any expectation we could have had going into the process. Not only did Citadel Partners find us a fantastic new facility that would meet our needs for today and into the future, Mac arranged the services with third-party vendors to tackle all aspects of the office transition including space design, furniture design and installation, moving and even exterior signage. We truly felt that we had an advocate in this process that brought subject matter expertise and the highest level of customer service to the transaction. From start to finish, Mac and Bo were a phone call away routinely making things happen for us behind the scenes. There is no doubt I would have let several things slip through the cracks if I had not had them at the helm of this deal. I cannot say enough good things about our experience with Citadel Partners!

    LONG:
  • Bart Roberson
    President & CEO
    Retirement Advisors of America
    SHORT:

    We interviewed several firms. Our selection of Citadel was based upon one of trust. They proved they could listen, and truly understand our needs. We knew that they would have our best interest in mind while independently capturing every possible opportunity for us to consider as a potential location. They were very attentive to our needs, and there for us at every twist and turn of the process. The result is a relocation to a site that better represents our culture and suits our needs for the future. The Citadel team is fun, flexible and easy to work with- a true partnership

    LONG:
  • Bill Biancaniello
    General Manager
    Flextronics International
    SHORT:

    With the large growth that Flextronics has experienced throughout the past decade comes equally large real estate challenges. We have relied heavily on Scott Jessen and Scott Morse’s in-depth experience to help manage our real estate needs, both large and small. They have been instrumental in assisting us with property disposition, leasing, subleasing and identifying markets which have minimized our exposures and maximized our profits.

    LONG:
  • Brent Brown
    Global Real Estate Director
    Invensys
    SHORT:

    Citadel Partners succeeded on its mission of subleasing both spaces for us and was a great partner. This rightsizing and relocation to a more efficient space lowered our costs dramatically, which was our primary objective.

    LONG:
  • Carla Day
    Director of Customer and Sales Services
    Sanara MedTech
    SHORT:

    “Working with Andy and Daniel with Citadel Partners was the best part of our office expansion experience. They educated us throughout the process and helped us every step of the way. Andy and Daniel were helpful, personable, professional and a delight to work with. Andy kept communications moving forward and provided insight on what to expect in each part of the process. We ended up with an agreement with the building owners that completely meets our needs and our budget. The next time we need more space, Andy will be the first call I make!”

    LONG:
  • Carlo Mulvenna
    Vice President
    Pan-American Life Insurance Group
    SHORT:

    Citadel Partners opened our eyes to an adaptive reuse opportunity which we otherwise would have overlooked. The net result is a huge cost savings and a better work environment for our employees

    LONG:
  • Dave Fate
    President & CEO
    Stonebriar Commercial Finance
    SHORT:
    LONG:

    I couldn’t be more pleased with the outcome.

    Knowing our existing sublease was maturing in 2019, a colleague suggested I contact Citadel Partners as he was very pleased with their service.

    After the initial phone call, we met with Tyler Thomas — one of the best decisions I made in 2018. Citadel’s market knowledge, insight, and experience were invaluable throughout the entire process.

    At our first meeting, Tyler was prepared with a detailed presentation of statistics, rates, and other relevant information on available and upcoming office space in the area. He and his team helped us analyze various scenarios for future growth and space needs.

    Their recommendations were based on a thorough assessment of our needs and goals, and ultimately, we chose to extend our lease and add to our current office space. Working with our landlord, they got us the best terms, rate, concessions, and all the future space optionality we could have hoped for. I could not be more pleased with the outcome.

    As a further example of Citadel’s character and commitment to quality service, Tyler negotiated a favorable resolution to terminate a small office lease of a company we had acquired. He would not accept a fee for his valuable time. That kind of commitment to service and relationship is rare. I highly recommend Citadel Partners to anyone looking for ‘the best’ in representation for an office space deal.

  • DONNA SOUTHERN
    Owner
    1900-1902 Greenville Avenue
    SHORT:

    “When we decided to sell our family’s commercial real estate property in Lower Greenville, our decision to work with Citadel Partners was an easy one. After speaking with Tyler Thomas, we knew we were in good hands to have a seamless selling experience that would result in a sale that met our goals. This is exactly what we encountered working alongside Tyler and his team. We would highly recommend the group for their professionalism and follow-through. Their ability to listen to what we desired and help guide us through the entire sales process with ease made this a stress-free experience through and through. Tyler’s leadership and experience was critical to making that happen.”

    LONG:
  • Doug Boyd
    President
    Estech Systems, Inc.
    SHORT:

    An ideal partner for us… we like working with them for their integrity in the commercial real estate business.

    LONG:
  • Gary Metzler
    Director of Global Real Estate
    Texas Instruments – Multi Site
    SHORT:

    Our relationship with Citadel Partners proved invaluable in guiding us through this time sensitive, cost savings process.

    LONG:
  • Gregg Allen
    President
    Eland Energy, Inc.
    SHORT:
    LONG:

    Our company has been doing business with Scott Morse and the team at Citadel Partners for many years. Citadel Partners, and specifically Scott Morse, assisted our company in locating new office space. They helped us with every aspect of the search from finding the property, though build out and occupancy of our building. I have also used Scott to help in locating future restaurants locations for Ascension Coffee.

    Some of Scott’s best qualities would be his integrity and his commitment to his clients from the first call all the way through to closing of the deal. Scott and his team are very reliable, and I would definitely use him for any future real estate needs. I would overwhelmingly recommend him to by business associates for any real estate projects as well. Scott is a true professional and an asset to the commercial brokerage community that he serves.

  • Jack R. Kay
    President & CEO
    Susquehanna Radio Corporation
    SHORT:

    It was a difficult lease to handle…they found workable solutions…it was successful, and we achieved our goals.

    LONG:
  • JEFF HOLLER, CFP
    President & CEO
    The Capital Chart Room
    SHORT:

    “We reached out to Citadel after discussing their work in negotiating a lease renewal for a valued colleague’s business. Our colleague was exceptionally pleased with Citadel’s work and conveyed that Andy and Scott with Citadel are consummate professionals, thorough, and would tenaciously work to help us understand our options and achieve the best deal possible. Our colleague was spot on, as we had the same experience. We enjoyed working with Andy and Scott and are delighted with the results they achieved for our company. We are aware that our contract is better than others recently signed by other tenants in our building who did not have Citadel representing them. We also appreciated how Andy and Scott simplified the process and boiled down the information regarding our options into simple to understand spreadsheet comparisons. After the fact they also provide an excellent lease summary, which will be helpful for future reference. My company and I can highly recommend Citadel’s services.”

    LONG:
  • John Ehrenberger
    President
    Superior Graphics
    SHORT:

    I would not attempt it without someone with your experience to guide and assist me. Your tireless persistence and obvious concern for our needs were invaluable throughout the process.

    LONG:
  • John Mackel
    Managing Partner & CEO
    Weaver – The Union
    SHORT:

    Scott Morse and Citadel Partners handle all of Weaver’s commercial office leases in Dallas, Fort Worth, Houston, Austin, Midland, San Antonio, Los Angeles, New York, San Diego and Oklahoma City. We use Scott and his team because, not only do we trust him completely, but we appreciate their incredible work ethic and attention to detail. Scott understands how important our work environment is to attracting and retaining top talent. He has worked with upper management to develop a strategic plan for our firm’s work environment and helps us drive consistency across all of our markets. Scott and his team also do an excellent job of negotiating our long-term leases while treating all parties with the utmost respect. Scott is an invaluable member of our team.

    LONG:
  • Kimberly Smith
    Director of Firm Services
    Weaver – Three Forest Plaza
    SHORT:

    Citadel has been invaluable to Weaver. Scott has acted as an extension of our team and we are able to send him out to our various locations and we rest easy knowing that he is making decisions with our company’s best interest in mind. Not only does Citadel address our leasing needs, but they also conduct all necessary due diligence and they assist with the design and construction from beginning to end and help us reach our goals when it comes to office space.

    LONG:
  • Kirk Philips
    President & CEO
    Wintrust Commercial Finance
    SHORT:
    LONG:

    Best-in-class service and best-in-class people!

    Tyler Thomas and the Citadel Partners team were outstanding in assisting Wintrust Commercial Finance with our new location.

    Even before the project started, they were advising us on current market dynamics and opportunities as we considered our future office needs. They became an integral part of our site-and-space selection team, quickly under standing our brand and business and bringing us to a result that truly represented the culture of our organization.

    Citadel was by our side, guiding us through lease negotiations, architect and contractor selection, and the finish-out provider procurement. Their professional and timely oversight of the construction and finish-out process brought in the project on time and on budget, with minimal surprises. We now have a finished space that our team enjoys working in and that genuinely showcases our business.

  • Mark C. Davis
    President
    RD&F Advertising, Inc.
    SHORT:

    From market research to contract negotiation and construction management, their team allowed us to operate our business and secure a long-term commitment that will profit our company for years. Any business that thinks they don’t need professional representation working on their behalf is incorrect!

    LONG:
  • Rick Herrington
    Deputy Executive Director
    North Texas Tollway Authority
    SHORT:

    The NTTA is a governmental entity going through incredible growth and the team of Scott and Scott has helped bring order to the chaos. Their market knowledge, procurement processes and understanding of private and public entity issues, makes them excellent stewards of NTTA resources to maximize revenue and control costs.

    LONG:
  • STEVE WAGNER
    President
    ACRE
    SHORT:

    “Our experience with Citadel Partners has been exceptional. Their attention to our needs, and their deep understanding of the Metroplex commercial market gave us great comfort every step of the way to our new office. Their unwavering focus on our build-out in the face of supply chain issues never left us wondering where we stood on the project schedule. ACRE is happy to have Citadel Partners working on our behalf and highly recommend them to anyone seeking new commercial space in Dallas and beyond.”

    LONG:
  • Tim Gallagher
    President
    Electronic Transaction Consultants
    SHORT:

    The real value add of the Citadel Partners team was their ability to work with us throughout the entire process – from market research, to site selection, design and final negotiations. Their advice and guidance led to significant savings immediately and for the next 5 years.

    LONG:
  • Tom Curtis, AIA, RID, NCARB, ASHE
    Principal, Architect
    Grace Hebert Curtis Architects
    SHORT:
    LONG:

    We are so pleased with the new Dallas office headquarters and the way that it has highlighted and strengthened our new brand. When we asked Scott Morse and the Citadel Partners team to assist in our pursuit, they asked all the right questions and urged us to explore other availabilities in the market before zeroing in on our new facility. This calculated process, attention to detail, and thoughtful analysis is unmatched in our experience and made us feel confident in our decision.

    The new facility has immediately helped bring new energy to the office and truly represents the culture of our company. I highly recommend partnering with the Citadel team for anyone looking for quality representation focused on their business drivers.

  • Tony Harkleroad
    Assistant Superintendent
    Richardson Independent School District
    SHORT:

    You took the time to listen and understand our needs and timeframes. I consistently felt we were your top priority throughout the process . You and your staff exceeded our financial expectations and perfectly matched our timing needs.

    LONG:
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