About Wellfleet Partners

Wellfleet Partners, Inc. (WPs or Wellfleet) is a boutique financial services and consulting firm, which was founded by Mark I. Lev in early 1998.  WPs also provides small and mid-size emerging private and/or publicly traded national and international growth companies with operational, financial, and strategic advisory services.  In particular:

  • Core valuation of strategic assets;
  • Structuring and financing acquisitions of key competitors or exogenous events;
  • Structuring early stage finance, including debt and/or convertible equity;
  • Merchant banking and management-led recapitalizations;
  • Human capital strategy and management; and
  • Due diligence

The Wellfleet Partner’s emphasis is to engage directly or through other entities in a variety of corporate finance, venture capital, management consulting, short term bridge loans, convertibles and activities for private and publicly traded companies (through affiliates) and corporate advisory and consulting related activities to a broad range of emerging growth companies. WPs provides new business development growth initiatives and we help our corporate clientele to form new strategic alliances and joint ventures.  We also offer them direction and often introduce professional intermediaries that provide them with investor and/or public relations, investor awareness, and financial communications consulting services. We act as a conduit and introduce them to the investment banking, and the institutional community as a whole.  Subsequently, and through Bradley Woods & Co., Ltd. (“BW”), we engage in a wide variety of corporate finance endeavors, venture capital, short-term bridge loans, convertibles, reverse mergers and various fundraising activities for public and private companies, nationally and abroad.  All Investment Banking related activities are rendered through BW. In addition, through BW, Mr. Lev offers financial and brokerage services and money management as well. WP has several strategic partnerships in London, England; Beijing, China; Raanana, Israel; Dublin, Ireland, Perth, Australia, Tokyo, Japan, Boca Raton, Florida; Southern California (Los Angeles & San Diego) as well as Northern California (Palo Alto).

 

 

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