M&A advisorBuy-side and sell-side
Wellesley Hills Financial
Naples, FL
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Wellesley Hills Financial
Wellesley Hills Financial advises owners and founders of fintech, payments, B2B software, and tech-enabled SaaS companies, including startups and scale-ups in the lower to upper middle market. It provides sell-side and buy-side M&A, capital raising, restructuring, valuations, fairness opinions, and defensive M&A services. The firm says it has served these sectors since 2007 and brings almost 17 years of vertical-specific work.
Named principal
Adam T. Hark
Profile details
Details for Wellesley Hills Financial
- Representation
- Buy-side and sell-side
- Firm type
- M&A advisor
- Based in
- Naples, FL
- Engagement coverage
- Naples, FL
- Industry focus
- Technology and software
Office locations
Headquarters and public offices
Headquarters
Naples, FL
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
wellesleyhillsfinancial.com · checked October 2026