About Wellfleet Partners

Wellfleet Partners, Inc. (WP or Wellfleet) is a boutique financial services and consulting firm, which was founded by Mark I. Lev in early 1998 after selling his broker dealer, First Asset Management, LLC. WP also manages and co-owns, through its principal, several private funds or special purpose entities with solar assets in Israel and the United States. WP 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:

  • Due Diligence;
  • Consulting on the structuring of acquisitions of key competitors or exogenous events;
  • Director and Executive Officer Placement;
  • Private Merchant banking transactions and management-led recapitalization;
  • Human capital strategy and management; and
  • Reverse Merger (RTO) consulting services

The Wellfleet Partner’s emphasis is to engage, through  its funds or managements investment banking relationships, in a variety consulting activities related finance, venture capital, management consulting, short-term bridge loans, convertibles and activities for private and publicly traded companies as well as corporate advisory and consulting related activities to a broad range of emerging growth companies. Over the course of close to 15 years, WP has advised in over 500 private or public transactions with publicly traded and private companies from around the globe (“Portfolio Clients”).**

WP 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, board members or executive officers with specialized experience suiting their needs and 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 and help them manage these relationships.  WP Principal, Mark I. Lev, and son Joshua S. Lev, were both previously registered representatives and prior financings were conducted through a FINRA member firm.

WP, through its own Funds, special entities or through managements’ investment banking relationships, WP engages in or consults on a 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.

 WP has several strategic partnerships in but does not maintain offices in London, England; Beijing, China; Ra’anana, Israel; Dublin, Ireland; Perth, Australia; Tokyo, Japan; Boca Raton, Florida; Southern California (Los Angeles & San Diego) as well as Northern California (Palo Alto).

** A “Portfolio Client” is a company or fund which has retained WP to act as a consultant or advisor or has subsequently, through its associated broker-dealer or a fund managed by WP affiliates, made an investment in the company.

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