About Us

We began banking payments technology companies and related assets in 2007. In 2011, we expanded our coverage areas to include cloud-based subscription software in response to market demand for SMB and enterprise management systems with integrated payments and/or complimentary, value-added financial technologies. Today, our practice is dedicated to banking assets in all three areas: fintech, payments, and B2B software.

We’ve never been more excited about the verticals we cover, or the area of the market – lower middle-market – we work in.  We’re living in a transformational time when fintech, payments, and B2B software are irrevocably changing the world, in terms of how commerce is conducted and money is moved. With this in mind, our investment banking services are designed with a focus on value creation and realization through all three phases of the business lifecycle: inception, maturation, and exit. 

In plain words, digitalization is the name, and value creation is the game. Whether you’re on the way up, or the way out, seeking capital to grow, or monetizing what you’ve built, Wellesley Hills Financial welcomes the opportunity to work with you. 

Wellesley Hills Financial is your B2B technology specialist in the lower middle-market. As billed, an investment bank for a digital world.

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Adam T. Hark, Managing Member

We began banking payments technology companies and related assets in recurring revenue-based verticals in 2007. In 2011, we expanded our coverage area to cloud-based subscription software (SaaS) properties in response to market demand for enterprise management systems with integrated payments and/or  complimentary, value-added financial technologies. Today, our practice is dedicated to banking assets in all three areas: fintech, payments technology, and SaaS.

We’ve never been more excited about the technology verticals we cover. We’re living in a transformational time when fintech, payments, and software are irrevocably changing the world, in terms of how it conducts commerce and how it moves – even defines – money. With this in mind, our investment banking services are designed with a focus on value creation throughout the three phases of the business lifecycle: inception, maturation, and exit. 

In our parlance, digitalization is the game, and value creation and capture are the objectives. Whether you’re on the way up, or the way out, seeking capital to grow, or monetizing what you’ve built, Wellesley Hills Financial welcomes the opportunity to work with you.  

Welcome to Wellesley Hills Financial, an investment bank for a digital world.

Adam_Signature_Orange.png
Adam T. Hark, Managing Member

Our Team

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Adam T. Hark

Managing Member

OB Rawls

O.B. Rawls

EXECUTIVE DIRECTOR

Anthony Malatesta

Director

Rhonda Boulé

General Counsel

Shivang Amin

Vice President

Ben Adair, MSF

Senior Associate

Kadyn Darrow

Marketing Specialist

Tyler Furlong

Tyler Furlong

ASSOCIATE

Pu Shi

Pu Shi

ANALYST

Work Smarter, Better

Our expertise and culture is our advantage, and we’re always looking for innovative, new minds to join our team. Our company is founded on trust, competency, assertiveness, integrity, curiosity, diversity of opinion and accountability. If you are high-character, career-driven and passionate about the leading edges of financial technology and software, we’d welcome the opportunity to connect.

Work Smarter, Better

Our expertise and culture is our advantage, and we’re always looking for innovative, new minds to join our team. Our company is founded on trust, competency, assertiveness, integrity, curiosity, diversity of opinion and accountability. If you are high-character, career-driven and passionate about the leading edges of financial technology and software, we’d welcome the opportunity to connect.