BellMark Partners, LLC acted as co-advisor to WilliamsMarston LLC (“WilliamsMarston” or the “Firm”), a portfolio company of Align Capital Partners, in receiving a strategic investment from Kelso & Company, a private equity firm based in New York, NY.

Business Description

Headquartered in Boston, MA, WilliamsMarston is a differentiated, national leader in providing complex accounting, tax and valuation advisory services. With over 225 professionals and offices in Boston, New York, Atlanta, Dallas, Denver, Tucson, Southern California and the Bay Area, the Firm advises public, private equity-backed and pre-IPO companies managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and restructuring.

Transaction Description

Along with William Blair & Company and Houlihan Lokey, Inc., BellMark Partners, LLC acted as the Firm’s financial advisor in connection with the completion of this transaction. Additionally, BellMark Partners served as the Firm’s exclusive financial advisor in relation to its transaction with Align Capital Partners in 2020. BellMark Partners was selected by the Company due to its business services industry experience and senior level attention to transaction execution.

Read more here: Align Capital Partners Realizes Investment in WilliamsMarston