Wellfleet Partners, Inc. (“WP” or the “Company”) is a boutique financial services and consulting firm in New York City. It was founded in 1998 and since then has been engaged, directly or through its affiliations, in a wide range of investment and merchant banking, venture capital, financial and strategic consulting services.

WPs initially located at 67 Wall Street in a private office and floor of a former financial services company. pursuant to the terms of Mr. Lev’s employment and Purchase Agreement from the sale of his prior Company, First Asset Management, Inc. Subsequently, WPs has moved to its present Midtown New York City location. In December 2008, Mark I. Lev, Esq., the co-founder, Chairman, Chief Executive Officer of WPs, is currently a licensed account executive and Managing Director with Sandgrain Securities, Inc. (“SG”), a seventeen-year old licensed broker dealer and a member of FINRA with approximately 40 registered reps and 3 branch offices across the country. SG offers asset management, independent research, insurance products and managed accounts. SG clears its transactions on a “fully disclosed basis” through Pershing, LLC, and has in the past participated in Private Placements. In addition, WPs and/or its Management-shareholders, maintain a majority interest in a subsidiary, Starobin Partners, Inc. (“Starobin”) and recently formed a strategic partnership with MRM Finance, LLC, a Beijing, China based company, to offer due diligence, advisory and consulting services for public and privately traded companies in China.


Wellfleet Partners, Inc. (WPs or Wellfleet) is a boutique investment and merchant banking, venture capital, financial services, advisory and consulting firm, which was founded by Mark I. Lev, Esq. in early 1998.  WPs provides small and mid-size emerging 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

Wellfleet Partner’s, Inc. emphasis is to engage directly or through other entities in a variety of corporate finance, investment banking, 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 Sandgrain Securities, Inc., (“SG”) 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 currently rendered through SG. In addition, through SG, Mr. Lev offers financial and brokerage services and money management as well. WP has several strategic partnerships in London, England; Beijing, China; Raanana, Israel; Boca Raton, Florida; Southern California (Los Angeles & San Diego) as well as Northern California (Palo Alto).


WP, members of its advisory board and entities with which it has affiliations, have experience as investment bankers in various industries including: Wireless Communication and Data, Internet and E-Commerce, Health Care, Electronics and Semiconductor Distribution, Agriculture, Wholesale Food Distribution, Construction and Electronic Engineering, Menswear and Leather Products, Automotive Aftermarket, Transportation, Health and Beauty Aids Processing and Distribution, Hard and Software Manufacturing, Distribution and Consulting, Pharmaceuticals, Retail, Franchising, Safety Equipment, Airlines, Movie and Television Syndication, Security Systems, High-Tech Medical Devices, Medical Technologies, Stem Cell Research, Broadband, Pet Food, Wine Industry, Media, Real Estate, Medical Devices, Water Reclamation, Solar Power and Alternative Energy, Natural Gas and Oil Exploration, Mortgage Banking, as well as numerous others. Collectively, WP, its advisors and affiliated entities, offer a diverse base of experience and knowledge, allowing them to address the multitude of complex financial and market issues that confront their clientele. With educational and experiential backgrounds in law, finance business, medical and accounting, the collective groups are qualified to focus on and address the broad financial, legal, marketplace and political issues underlying a transaction, as well as the specific elements that are essential to its implementation and consummation. In addition and to date, WPs has rendered its advisory and consulting services and/or has closed financings (through its brokerage affiliates) in numerous states in America and Countries Abroad (see below). Since inception, WPs has either rendered advisory services or closed financings (through its brokerage affiliates) in over 300 US and foreign companies and since January 2005, over 25 financings for 20 companies principally based in China.

In addition, through Wellfleet Advisors, we have issued to date (Winter ‘08) twelve Due Diligence research reports for public and private companies located throughout China (available upon request).

Armerica Abroad

1. Arizona

 1. Belgium
2. California 2. Canada
3. Colorado 3. Chile
4. Connecticut 4. China
5. Florida  5. Costa Rica
6. Georgia 6. Cyrus
7. Idaho  7. Germany
8. Wyoming 8. Hong Kong
9. Maryland  9. Hungary
10. Massachusetts 10. India
11. Michigan 11. Ireland
12. Nevada 12. Israel 
13. New Jersey 13. Italy
14. New York 14. South Korea
15. North Carolina 15. Russia
16. Ohio 16. Spain
17. Oklahoma 17. Switzerland
18. Pennsylvania 18. Ukraine
19. Texas 19. United Kingdom
20. Utah
21. Virginia
22. Washington
23. Washington, DC
24. New Mexico
25. Louisiana
26. Mississippi
27. New Hampshire
28. Wisconsin
29. Illinois
30. Indiana