BellMark Partners provides independent, proven, and trusted advisory and capital raising services across multiple industries for family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small and mid-cap public companies.
BellMark Partners utilizes a differentiated approach to providing M&A advisory and investment banking services. As an independent investment bank, BellMark Partners delivers candid, objective, conflict-free advice. We prioritize each client’s objectives, tailoring every assignment to their specific needs and circumstances. We provide senior-level execution focus throughout the entire process and bring the knowledge and expertise of our entire team to bear on each assignment. We invest in establishing long-term relationships with our clients and often dedicate significant time and resources working with a client prior to the execution of a transaction. As a result, we deliver a client experience that differs from that of other middle market investment banking firms.
Our team works collaboratively — as a true partnership with the client — to find optimal, tailored solutions to achieve each client’s specific goals and objectives. With an array of investment banking services and capabilities, BellMark Partners can engage any assignment, no matter how complex, based on the client’s need.
BellMark Partners is a leading middle market investment bank that provides the following services:
We help business owners maximize and monetize the value they have created through exclusive sale mandates, divestitures, and control recapitalizations.
We provide buy-side advisory services for clients that are contemplating a strategic acquisition as part of their corporate growth strategy.
We assist clients in raising debt and equity capital for growth, acquisitions, buyouts, shareholder dividends, and general corporate purposes. We optimize the client’s capital structure with our access to the leveraged finance and private equity markets.
We offer market context for strategic alternatives reviews, Board advisory, valuations and other customized strategic advice.
As an independent investment bank with offices in Boston and Cleveland, BellMark Partners provides sound advice and focused execution to achieve each client’s strategic and financial objectives. BellMark Partners is led by a group of senior-level investment bankers each having more than 25 years of experience in investment banking, mergers & acquisitions, and capital markets.
Contact us to learn more about BellMark Partners and the services we provide.
