Wellesley Hills Financial Financial Advisor Overview

Wellesley Hills Financial FAQ


Where is Wellesley Hills Financial headquartered?

Wellesley Hills Financial is headquartered in Newton, Massachusetts.

When was Wellesley Hills Financial founded?

Wellesley Hills Financial was founded in 2007.

What sevices does Wellesley Hills Financial offer?

Wellesley Hills Financial offers Fairness Opinions, Financial Restructuring and M&A Advisory.

Wellesley Hills Financial

Wellesley Hills Financial LLC

1087 Beacon Street, Ste. 204 – Ste. 303,
Newton, Massachusetts 02459
United States
(617) 465-2425
www.wellesleyhillsfinancial.com
info@wellesleyhillsfinancial.com

Wellesley Hills Financial is a specialized advisory firm focused on the lower middle-market B2B technology banking industry. The Firm offers transactional advisory services as well as valuation, restructuring, and fairness opinions. Wellesley Hills Financial was founded in 2007 and is headquartered in Newton, Massachusetts.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.6/yr) - - 1 - 2 - 3
  3

Most Recent

Target Company Date Value Type
Sign-up to View 2024-10-01 - Information Technology
Sign-up to View 2024-06-12 - Internet Software and Services
Sign-up to View 2022-01-18 - Software
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Sector Experience

Sector # Value
Information Technology Sign-up to View
Internet Software and Services Sign-up to View
Software Sign-up to View
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Geo Experience

State/Country # Value
United States Sign-up to View
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Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Growth Capital Sign-up to View
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Top M&A Clients

Corporate (3) Deals
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1
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1
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