Investment Banking Services
Client-centric. Process-driven. Creative design.
Transactional Advisory Services
Exits, Mergers and Add-ons through Strategic M&A. Access to Capital from top providers spanning the Capital Stack.Learn More
Process, Research & Creativity
Wellesley Hills Financial offers end-to-end investment banking services for owners and founders in fintech, payments, and tech-enabled SaaS. From exits to capital raises, both equity and debt, our mission is to provide clients with optimal outcomes as a function of stakeholder and shareholder objectives.
As all technology sectors enter a new cycle of heightened volatility, owners and founders must be nimble. In large part this requires being mindful of market positioning as a function of future performance and current valuation. This goes a long way toward ensuring the proper monetization of maturing assets and nurturing the growth of younger ones. Wellesley Hills Financial’s services address these needs through targeted M&A, and sourcing investment from a diverse and robust network of capital providers.
With a sharp focus on assets characterized by the front-end of the business life cycle – startup and growth – we approach each engagement with the thoughtful application of process, research, and creativity.