About BellMark Partners

BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies. We advise family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small to mid-cap public companies.

BellMark Partners offers a range of investment banking services including M&A advisory, exclusive sale mandates, strategic alternative reviews, valuations, fairness opinions, and capital raising for growth, acquisitions, recapitalizations, management buyouts, and general corporate purposes.

With our differentiated approach, BellMark Partners engages each assignment with the client’s specific objectives and circumstances solely in mind. Our senior bankers are committed to working with each client through every phase of a transaction and we invest significant time and resources working with a client prior to the execution of any transaction. We also support clients with non-transaction related services, such as strategic reviews, advisory services, valuations, corporate finance studies, and market analyses.


With offices in Boston and Cleveland, the BellMark Partners team provides M&A advisory and investment banking services for middle market companies.

Our Approach

With senior-level execution and a client-centric model focused on long-term relationships, BellMark Partners uses a unique approach for M&A advisory and investment banking services.

Our Experience

Founded in 2009, and with offices in Boston and Cleveland, 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. While our senior professionals lead the execution of every one of BellMark Partners’ engagements, our entire team provides input and support on all transactions. Our firm brings all its relevant resources to bear on each assignment.

BellMark Partners’ senior team has executed and closed more than 400 transactions as part of its collective experience. We have expertise within a variety of industry sectors — including business & technology services, consumer, industrials, and healthcare — and we leverage this experience in all client engagements across sell-side advisory, buy-side advisory, capital raising, and strategic advisory services.

Contact BellMark Partners to learn more about our firm and how we can help you achieve your strategic and financial objectives.