BellMark Partners is an independent middle market investment bank that provides M&A advisory and investment banking services to clients in various industries, including family businesses and small to mid-cap public companies.

BellMark Partners

BellMark Partners, LLC | 2,153 followers on LinkedIn. Investment banking firm providing M&amp;A advisory services to middle market companies.  | BellMark Partners, LLC is an independent investment bank that provides M&amp;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&amp;A advisory, exclusive sale mandates, strategic alternative reviews, valuations, fairness opinions, and capital raising for growth, acquisitions, recapitalizations, management buyouts, and general corporate purposes.

Rob Lindeman

Managing Director at BellMark Partners, LLC

Andrew Vollmer

Director at BellMark Partners, LLC

Jason Anderson, CFA

Vice President at BellMark Partners, LLC

Tom Baxter

BellMark Partners, LLC

BellMark Partners, LLC is pleased to announce its role as exclusive financial advisor to Parker Hannifin on the divestiture of Total Filtration Services ("TFS") to an undisclosed strategic buyer. Total Filtration Services is a leading full-service distributor of air and liquid filtration products and provider of value-added services to a broad range of major industrial end markets, including automotive, aerospace, general industrial, chemical, integrated supply, food & beverage, and commercial office buildings, among others. TFS is one of the largest distributors of in-plant MRO filtration products in the United States, carrying a complete portfolio of over 60,000 SKUs across HVAC & paint, liquid process, air pollution control, high purity water, compressed air, and hydraulic filtration applications. TFS, previously part of the Parker Filtration Group, is headquartered in Troy, Michigan and maintains a national network of 13 distribution and service facilities.

BellMark Partners, LLC is pleased to announce that it has hired Jason Anderson, CFA as a senior banker in its Cleveland office. Jason has over 20 years of M&A and Capital Markets experience, including the past seven years with the M&A Advisory Group at Citizens Financial, where he served as a Director leading investment banking transactions in the Diversified Industrials, Building Products, and Business Services sectors. Andrew Vollmer , Managing Director and Head of BellMark’s Cleveland Office, said “We are very excited to welcome Jason to the BellMark team. His character makes him a great cultural fit with our Firm, and his significant experience across M&A and capital markets will serve our clients well. We look forward to Jason’s continued success and contributions to our growth going forward.”

BellMark Partners, LLC is pleased to announce that Kellen Field has been promoted from Analyst to Associate at the firm effective January 1, 2024. Kellen is based in BellMark’s Boston office, where he joined the firm in January of 2022 from Amherst College. Additionally, Kellen interned with the firm in 2020 and 2021. Kellen holds a B.A. in Economics from Amherst College, where he also played varsity football. David Gesmondi , Managing Director, commented “Kellen’s work ethic, dedication, accountability, and integrity are exemplary, and his technical, organizational, and leadership skills have been a real asset to our M&A practice. He has done an outstanding job for our clients and is a leader in both the firm and the external communities we serve. We are very excited to promote him to Associate and to watch his continued growth in the firm”. Mike Kent , Managing Director, added “Kellen’s passion for investment banking is clearly reflected in the quality of his work and in the manner in which he conducts himself in our office and in client settings. His business acumen, work ethic, and drive are qualities that our clients immediately recognize and we are excited to expand his role within our firm.” We congratulate Kellen on his accomplishments and look forward to his contributions to BellMark for many years to come.

BellMark Partners, LLC is pleased to announce its role as exclusive financial advisor to Parker Hannifin in the divestiture of Filter Resources Inc . to MCE - Motion & Control Enterprises, LLC , a portfolio company of Frontenac . Filter Resources is a full-service distributor of mission critical, process filtration products for the downstream O&G, petrochemical, and specialty chemical markets, offering a complete range of liquid and air process filtration solutions. Further details on the transaction can be found at the press release below.

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Chief Financial Officer

Donna Conry

Managing Director

David Gesmondi

Director

Kevin Artista

Kristine Sullivan

Investment Banking Analyst

Ethan Whetstone

Banking and Wealth Management

Grant Wasserman

Jack Martinsen

Kellen Field

Michael Maroney

Legal Companies With More Than $1M in Revenue (Top 10K)

New England Financial Services Companies

Consulting Companies With Fewer Than 10 Employees (Top 10K)

New England Consulting Companies

BellMark Partners, LLC is a boutique investment banking firm that provides advisory and investment banking services to middle market and lower middle market companies in the following industries: consumer, industrial, business services, and healthcare. We advise family businesses, entrepreneurial or closely-held companies, private equity-owned companies, and small-cap public companies. Our services include: M&A advisory, strategic alternative reviews, restructuring assignments, valuations & fairness opinions, and financing services.

Boston

Massachusetts

United States

North America

We assist business owners in maximizing and monetizing the value of their businesses through exclusive sale mandates, divestitures, and control recapitalizations.

We provide advisory services for clients considering strategic acquisitions as part of their corporate growth strategy.

We help clients raise debt and equity capital for growth, acquisitions, buyouts, shareholder dividends, and general corporate purposes.

We offer market context, valuations, strategic alternatives reviews, Board advisory, and other customized strategic advice.

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BellMark Partners