Deal Summary

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

About BellMark Partners, LLC

BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies in the business & technology services, consumer, industrials and healthcare industries. We advise family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small to mid-cap public companies. Our services include mergers and acquisitions, capital raising and strategic advisory services. Our Managing Directors have collectively executed and closed more than 400 transactions during their professional careers, and previously worked as senior bankers for firms such KeyBanc Capital Markets, Inc., BankBoston Robertson Stephens, Fleet Securities, Inc. and Covington Associates LLC.